Customizing Receipts

There are 2 ways to customize print receipts; basic and advanced. In basic method you will change some parameters to customize the receipts. In advanced editing, you will need to create a receipt from scratch.

1- Basic Editing

In basic method you will need to change a few parameters to customize your printed receipts.

  1. Navigate to “Setup -> Business Setup”
  2. “Business Name” is printed in bold font in the middle on the top of the receipts. To use your company logo instead, please follow this guide.
  3. “Receipt Header” is printed in the middle using normal font below the business name or logo.
  4. “Receipt Address” is left aligned normal font and you can use to add your address and phone number.
  5. “Website” is left aligned and gets printed after “Receipt Address”.
  6. “Working Hours” is left aligned with normal font and separated by a line from the “Website”.
  7. “Receipt Footer” is printed at the end of each receipt.
  8. Use “Print Barcode” and “Print Price” in the Prints section further down to enable or disable barcode or price on the receipts.

Use Basic Receipt Templates

  1. To use the basic print templates when using print buttons, make sure the “Default Template” is selected in the “Prints” section.
  2. To use the basic print templates when automatically printing after each sale or order, make sure that “Default Client Template” or “Default Store Template” is selected in “Setup – > Auto Prints”.

2- Advanced Editing

In advanced editing mode, you will need to create a receipt line by line to achieve your result and then replace the custom created templates as default print templates.

2-1) Creating the template

  1. Navigate to “Setup – > Print Templates”.
  2. Click the plus button (+) to add a new template.
  3. Set the name of the template by editing the “Template Name” field. This name is used ONLY to identify this template later and is not printable.
  4. Add a new line by using the plus  button to add a new line below the current line.
  5. Move the line “Up” or “Down” using the move_up or move-down buttons.
  6. Use the “Delete” delIcon button to remove the selected line.
  7. Align the text to left, middle or center using the alignment buttons. align-center align-left align-right
  8. Use the “B” button to change the text to bold.
  9. Use the tags to add receipt information. For example if you use “{ClientName}” this means the actual client name will replace the “{ClientName}” tag at the time of printing. Tag names are case sensitive i.e. “{clientname}” is not the same as “{ClientName}”. So make sure to use the tags exactly as displayed. You can copy and past the tags by double clicking them and then use “Ctrl + C” to copy and then “Ctrl + V” to paste into the template.
  10. Keep adding more lines until you create your receipt. Add a few empty lines to the end of the receipt to make sure the cut is in the right position.
  11. Use the “Test Print Order” and “Test Print Sale” buttons to test your print.
  12. Once finished editing, make sure to use the “Save” button to save the template.

2-2) Replacing words or phrases

Some parts of the receipt are automatically generated and is not configurable. For example when you use the “{PaymentDetails}” has all the payment details and you might want to replace some phrases with another phrase. In this case you can use the “Replacements” located on the right side of the page. Just click the “+” button and set the “Replace From” and “Replace To” fields accordingly.

2-3) Using Advanced Receipt Templates

  1. To use the advanced print templates when using print buttons on home page, make sure the template is selected in the “Prints” section or the Tools ->Business Setup.
  2. To use the advanced print templates when automatically printing after each sale or order, select “Custom Template” in “Setup – > Auto Prints” and then select the template from the list that appears.