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  5. Setting up Receipt Templates

Setting up Receipt Templates

Select “Receipts” under “Point of Sale” to get Started.

Click “Add New” to create a New Receipt Template or “Edit” for an existing Receipt.

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On this page, there are two columns of meta boxes. On the left is the specific data that you would like to be displayed and on the right is the preview of the receipt as well as an option to upload a logo to be displayed on the receipt.

The preview changes as you configure the options to the left. There will be information taken from the logged in user to display how it would look like if you served the order, this is dynamic information and so would not be shown on the real receipt.

Items in [square brackets] represent the data from the order such as date, time and register name.

General

Receipt general settings

  • Receipt Name – this is to identify the receipt when configuring it with the register.
  • Receipt Title – enter the text of the title as you want it to appear on the receipt.
  • Print Outlet Address – check this box to print the outlet address.
  • Print Outlet Contact Details – check this box to print the outlet contact details.
    • Telephone Label – enter the text for the label of the telephone field.
    • Fax Label – enter the text for the label of the fax field.
    • Email Label – enter the text for the label of the email field.
    • Website Label – enter the text for the label of the website field.
  • Print Tax Number – check this box if you’d like to include the tax number of your company in the receipt. This number is taken from the tax number field which is filled when creating a register.
    • Tax Number Label – enter the text for the label of the tax number field.
  • Order Number Label – enter the text for the label of the order number field.
  • Print Order Date – check this box if you’d like the order date to be printed on the receipt.
    • Order Date Label – enter the text for the label of the order date field.
    • Date Format – select the order date format which is displayed on the receipt.
  • Print Server – check this box if you’d like to include the information of who served the customer in the receipt. This will be the display name of the user logged in when the register is open.
    • Served By Label – enter the text for the label of the server field.
  • Tax Label – enter the text for the label of the tax field. This field will display the tax (for each rate) of the order.
  • Total Label – enter the text for the label of the total field. This field will display the total amount of the order.
  • Payment Label – enter the text for the label of the sales field. This field will display the sales made for each payment type.
  • Print Number of Items – check this box if you’d like to include a count of the number of items in the order i.e. for bag checks.
    • Number of Items Label – enter the text for the label of the number of items field.
  • Print Order Barcode – check this box if you’d like a barcode of the order number generated and printed at the bottom of the receipt.

Style

Receipt style

  • Text Size – select the size of the text for the general receipt.
  • Title Position – select the positioning of the receipt title.
  • Logo Size – select the size of the logo for the receipt.
  • Logo Position – select the positioning of the logo for the receipt.
  • Address & Contact Position – select the positioning of the address & contact details on the receipt.
  • Tax Number Position – select the positioning of the tax number for the receipt.

Header & Footer

Receipt header

These meta boxes contain a visual editor which allows you to enter custom information which is displayed on the receipt. As shown in the preview, the header is displayed below the outlet details and above the order details. The footer is displayed at the very bottom, after the order barcode.

Logo

Receipt logo

You can upload a logo to be printed on the receipt. It is recommended to choose a logo that can be printed on a thermal printer as that is what is commonly used to print receipts. The recommended height to width ratio is 1:4. For example; 70px height and 280px width.

Preview

Receipt preview

The preview is a good indicator on how your receipt will look like when it’s printed. The appearance as well as information shown is all dynamic and dependant on what is entered on the left side of the page.

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