CrankPal Documentation
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Setup

Fiscal receipts and payments

How to set up electronic receipt transmission and card collection from your phone, before you ring up the first sale.

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 SettingsTill. 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 SettingsWorkshop. 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 contactless card payments with your phone, without a physical card terminal. The money goes to your SumUp account: CrankPal never touches it. Fees are SumUp's own and you'll find them on their website.

You need a SumUp account, the SumUp app on the iPhone or iPad you take payments with, and the connection to CrankPal. There's no key to paste: the one SumUp asks for is provided by CrankPal.

In the card you'll find How it works, in four steps: the same illustrated guide that opens the first time you choose SumUp at the till.

Connecting SumUp#

Connect with SumUp takes you to SumUp: you sign in with your account, authorise CrankPal and come back to SettingsTill on your own. You do it once. From then on CrankPal confirms every payment with SumUp before recording the sale: a payment SumUp doesn't confirm doesn't become a sale. When it's connected you see a badge with your merchant code and a Disconnect button.

If you don't have a SumUp account yet, the guide has Open a SumUp account, where it's available for your country: it takes you to SumUp with our link. SumUp may pay CrankPal a fee; nothing changes for you, terms and fees are SumUp's own.

If the card asks you to reconnect SumUp, press the button: it's needed for a new permission, and nothing else changes.

Where it works#

  • iPhone and iPad: in counter sales choose SumUp Tap to Pay and press Start the tap. The SumUp app opens with the amount already filled in; once the payment is done you're back in CrankPal with the sale recorded.
  • Computer: the method is there, but the payment carries on on your phone. Press Carry on on your phone and scan the QR code with the iPhone: the computer sees the outcome by itself.
  • Android: SumUp can't be started from CrankPal. Take the payment in the SumUp app and record it as Card on POS.

Taking payments with SumUp from CrankPal only works in euros.

Card payment links rely on a permission SumUp grants separately. Until it's active the card says so, and at the till the payment link can only be paid with Satispay, if you've connected it.

Common problems#

The “Till” tab doesn't show up in settings.

It depends on the plan: it appears from Pro up. You also need the manage_workshop permission. See features by plan.

I can't see “Direct transmission to SDI via CrankPal”.

It only shows up for Italian workshops, because SDI is the Italian exchange system, and only where the feature is already available. If your workshop is Italian and the entry is missing, contact support.

The setup stops at the tax details.

Next unlocks when VAT number, company name and address are complete and the VAT number is verified. If the check is in progress you can close and reopen later; if it failed, fix the details or upload a document as explained in Fiscal data verification.

I want my suppliers' invoices to keep going to my accountant.

At the Services step choose Outgoing invoices only: the invoices you issue go out from CrankPal, your suppliers' invoices stay where they arrive today. Don't register the code PIC7CPS with the Revenue Agency: that registration is what moves your incoming invoices.

The fiscal register doesn't respond.

The IP address you enter has to be reachable from the same local network you work on. If the counter computer and the printer sit on two different Wi-Fi networks they can't see each other: that's the most common cause.

I can't see “SumUp Tap to Pay” among the payment methods.

On Android, and for workshops outside the euro, the method doesn't appear, and a line under the methods says why. On other devices it appears: if tapping it opens the guide, the connection is missing, and the owner sets it up under SettingsTill.