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Setting up the receipt template ​

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Administrator
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A receipt template decides what appears on the printed, on-screen and emailed receipt: header text, totals labels, footer text. You create a template, then choose it for a store.

Before you start ​

  • Have at hand the text to print at the top and bottom of the receipt, and the logo if you want one (a PNG or JPG image of 2 MB at most).
  • The store must exist (see Adding or editing a store).

Mandatory mentions are always printed, whatever the template: each tax on its own line, with the registration numbers, and the store's name and address. A template removes none of them.

Adding a receipt template ​

  1. Open Settings > Stores and registers, then click the Receipts tab.

    The Stores and registers and Receipts tabs, the Receipts tab outlined

  2. Click Add a receipt template.

    The Receipts tab, the Add a receipt template button outlined

  3. Type the template's name in Template name, under General, for example Counter receipt. Then choose the Receipt style and the Receipt language: it is used for the labels you leave empty ("Reçu n°" or "Receipt no.").

    The General section: the Template name field outlined, with Counter receipt, then the style and the language

  4. Under Header, type the Header text, one receipt line per line: 10 lines, 48 characters at most (24 in large size). The toolbar sets bold, alignment and size for the line you are on. Choose a logo adds an image.

    The Header text: the line Thank you for your visit!, centred, with its toolbar

  5. Under Totals, change a label, for example Total label. A field left empty keeps the usual label.

    The Totals section: the Total label field outlined, with Total due

  6. Under Footer, type the Footer text, the same way as the header.

    The Footer text: the line See you soon!, with its toolbar

  7. If needed, set the other sections:

    • Lines: how each item is shown (name, code or both) and the tax on each line.
    • Customer: the customer's name, and their code. Never more: no address, phone or email.
    • Footer: a loyalty sign-up QR code, up to 3 links with their QR code, the receipt number barcode.
    • Emailed receipt: the Email subject.
  8. Click Preview to see the receipt of a fictitious sale. The preview follows what you typed, even unsaved.

  9. Click Save.

    The bottom bar, the Save button outlined

The screen shows "Template created." and the template appears in the list.

The Counter receipt template's row in the list, style Thermal, with its pencil and the Archive button

Choosing a store's template ​

A template only applies to a store once it is chosen for it.

  1. Open Settings > Stores and registers, then click the pencil in the Edit column, in the store's row.

  2. Expand the Advanced section.

  3. Choose the template in Receipt template.

    The Receipt template list outlined, with Counter receipt

  4. Click Save.

The store's next receipts use this template. A register can print a different template than its store's: its settings also have a Receipt template list.

Archiving a template ​

A template is never deleted. In the Receipts tab, click Archive in its row; Restore puts it back in service.

A template that an active store still uses cannot be archived: the row shows "Used by 1 active store: choose another template for that store before archiving it." First choose another template for that store.

The row of a template in use: Archive greyed out, with the message Used by 1 active store

Troubleshooting ​

"One field needs fixing." ​

A field of the template is refused: the screen points it out. For example, a link address must start with https://.

"This template changed since it was read." ​

Someone changed the template at the same time. Nothing was overwritten: read the template again, then start over.

See also ​