A receipt can be understood as the paper or electronic record proving the sale of products or services to a customer. The receipt is usually printed or emailed to the customer immediately after the transaction. From the Back Office, you can create, edit and delete receipt templates. A receipt template includes a set of parameters allowing you to design how your receipts are printed.
Understanding receipt types
There are three main different types of receipts: Normal, Note and Invoice. When formatting your invoice templates, specify which receipt type (or mode) you wish to use:
Normal mode: Print layout for customer receipts.
Note mode: Print layout for draft customer receipts.
Invoice mode: Print layout for invoice receipts.
To edit receipts, choose the printing type (mode) and then configure its design.
- From the main navigation bar of the Back Office go to Configuration > Printing > Receipt.
- Select the mode desired to modify (Normal, Note, or Invoice).
Should you need to change the content for any reason, you could follow these action points.
- At the left side of the editing area hover over the rows. Rows that are editable will change into an input line.
- Select the row desired.
- Enter your new information.
- Select Apply changes.
If you want to edit the layout please follow these steps.
- Select the row desired to change layout options.
- At the right side of the editing area you can use editing tools to customize the rows selected.
- Make your changes for the layout. The specific formatting tools are explained by hovering on the buttons and in the table below.
- Select Apply changes.
|+ Change logo||Use this button to add or change a logo.|
|Align left||With this option your entered text will be left-aligned.|
This option aligns the entered text to the center.
|Align right||This option aligns the entered text to the right.|
|Normal text||Set the text to normal size and width.|
|Bolded text||Format the text in bold.|
|Double width||The text will be displayed in double size.|
|Double height||Set the text to double height.|
|Double width/height||Combine double width and height.|
|Upward||Set a specific line higher.|
|Downward||Set a specific line lower.|
|Text in upper case||Display the whole text of the row in capital letters.|
|Replace with company name||You can switch between your company or trade name.|
|Remove line||Delete the line.|
|+ Add header line||You can create a new line in the upper area of the receipt for further layouting.|
|+ Add footer line||For further layouting, you can create a new line in the bottom area of the receipt.|
To make a long story short, there isn’t a functionality to delete a template of any mode. There has to always be a template to be in charge of receipts in any way. So it is only possible to edit a current template. How you can edit a template is explained in the Editing receipts section.
We're glad you've made it this far. Now that you know everything important about receipt templates, you should continue with the next topic to familiarize yourself with letter formatted invoices as well.