Fiscal receipts and payments

The dematerialised receipt — the Italian documento commerciale — is issued from counter sales and from completed work orders. But first you have to tell CrankPal who transmits your documents to the Italian Revenue Agency: your fiscal register, a software provider or, for e-invoices, CrankPal itself. That's what this tab is for, plus card collection from your phone.

You'll find it all under Settings›Till. It needs the manage_workshop permission, and the tab only appears if your plan includes e-invoicing, electronic receipts or SoftPOS: Pro and up.

Choosing the transmission mode#

In the Electronic receipts card, pick a mode from the list. The line under the dropdown always explains what that choice does.

• Direct transmission to SDI via CrankPal — e-invoices go from the app to SDI (the Italian e-invoicing exchange system) through CrankPal's channel, with no external accounts and no tokens. It is switched on through a guided setup: see the section below. It shows up for Italian workshops.
• Off — no commercial document leaves the app.
• Demo (simulation) — transmission is faked. It's there to try the flow with no hardware and no provider.
• Epson fiscal register — a fiscal printer on the workshop's local network. The register itself transmits to the Revenue Agency; all you need is its IP address on the local network.
• API provider (software solution) — a generic endpoint, configured by hand: no preset provider. It asks for an API endpoint and an API key.
• Openapi with your own account (receipts + invoices) — for workshops that already have a contract with Openapi. It only asks for your account's token: CrankPal picks the environment, test or production. The workshop's VAT number is used as the fiscal identifier.

You get the token and API key from the dashboard of the provider you chose: CrankPal does not generate them.

Direct transmission to SDI via CrankPal#

It is the simplest way to send e-invoices to SDI: CrankPal registers your VAT number on its own transmission channel, run by an accredited intermediary, and the invoices you issue go out from there. The outcomes — delivered, rejected, made available in the customer's reserved area at the Revenue Agency — show up on the invoice by themselves.

Picking the entry from the list saves nothing: a four-step setup opens, and the mode only becomes active at the end.

1. How it works

   A summary of what changes. Receipts don't go through SDI: they stay on your fiscal register, as they do today.

2. Tax details

   Check VAT number, company name and registered address: they are the details that appear as the issuer on every invoice. If something is missing you complete it there; the address is completed under Settings›Workshop. The VAT number must be verified: if the check is in progress it usually takes a few minutes, and you can pick up later from the same point.

3. Services

   Choose which invoices go through CrankPal. With Outgoing invoices only the invoices you issue go out from here, and your suppliers' invoices keep arriving where they arrive today, for example at your accountant's. With Outgoing and incoming invoices you also receive your suppliers' invoices in CrankPal: in that case we show you the recipient code to register with the Revenue Agency (see the next section). Neither option is preselected.

4. Activation

   It summarises what will be registered, with the services you chose, and asks you to authorise CrankPal to transmit invoices on behalf of your business and, if you also chose incoming invoices, to receive the ones addressed to your VAT number. Press Activate transmission.

Once transmission is active the card shows its status and the services: outgoing invoices and, if you chose them, your suppliers' invoices. You can change the choice whenever you like: with outgoing invoices only, an admin finds Also receive supplier invoices; with both, Change services. If it says Needs reactivation (for instance after a VAT number change) an admin presses Reactivate and repeats the setup: the details already registered are realigned, no duplicate is created.

To leave, pick another mode and save: the invoices you issue will no longer go out through CrankPal. If you registered the recipient code (next section), update the registration with the Revenue Agency, otherwise your suppliers' invoices will keep arriving on that channel without showing up in CrankPal.

It needs e-invoicing in your plan (Pro and up), and the activation is done by an admin.

The recipient code#

You only need it if you chose Outgoing and incoming invoices. The recipient code (codice destinatario) is the address SDI uses to deliver e-invoices to a VAT number: seven characters, like an email address. The invoices you issue go out regardless; the code is for the ones you receive.

To receive your suppliers' invoices in CrankPal, once transmission is active register the code PIC7CPS on the Revenue Agency portal:

1. Sign in to Fatture e Corrispettivi

   Sign in to the Revenue Agency's reserved area with SPID, CIE or CNS and open «Fatture e Corrispettivi».

2. Open the registration

   In the «Fatturazione elettronica» box, choose «Registrazione delle modalità di ricezione della fattura elettronica».

3. Enter the code

   Select «Codice destinatario», enter PIC7CPS and confirm.

As long as you receive your suppliers' invoices here, the code is in the card, with a button to copy it, for when a supplier asks for it. If you go back to outgoing invoices only, your suppliers' invoices stop arriving in CrankPal: if you registered the code, update the registration with the Revenue Agency to whoever will receive them from then on, for example your accountant.

For the invoices you issue, on the other hand, customers with a VAT number need their recipient code or certified email (PEC), which you find or add in their record; private customers need nothing: CrankPal uses the generic code and the invoice stays available in their reserved area at the Revenue Agency.

Once saved, the register of issued documents lives in Invoices and receipts.

Taking card payments: SumUp Tap to Pay#

The second card, SoftPOS · SumUp Tap to Pay, lets you take card payments without a physical terminal: all you need is the SumUp app installed on the workshop's phone.

Here's how it works: in counter sales a Collect with SumUp button appears, which opens the app for the contactless payment and, once done, returns to the app and records the sale.

To switch it on you need an affiliate key, which you generate yourself at me.sumup.com/developers, tied to the SumUp app on your account. Paste it into the field and save.

Verifying the payments#

Once the affiliate key is saved, a Payment verification block appears below. Turning it on is recommended.

The Connect with SumUp button links your SumUp account to the app, so every payment is confirmed directly with SumUp and not only from the phone app. When it's active you see a confirmation badge with your merchant code, and a Disconnect button if you want to undo it.

Common problems#