Overview

Configuring your receipt template is a helpful way to customize the information your customers see on both email and printed receipts. This feature allows you to add important details such as return policies, contact information, promotional messages, or other custom text. In this article, we will walk you through how to set up and modify your receipt template to best suit your facility needs.

Printed Receipts

Here are the steps to configure the template for printed receipts:

1. Navigate to Build in the main menu.

2. Select Notifications from the sidebar.

3. Click on Templates.

4. Choose Receipt Printed (POS) from the list of available templates.

5. Select New Email Template or edit from the list if already added previously.

From here, you can add or edit the text that appears on printed receipts, such as return policies or store information.

The system has a default template, but you can edit to your needs.  For example, you may want to add your return policy on the printed Receipt.

You can use previously configured Custom Replacement Fields to quickly add any text information such as return policies or similar that you would like to use in multiple documents.

Emailed Receipts

Here are the steps to configure the template for printed receipts:

1. Navigate to Build in the main menu.

2. Select Notifications from the sidebar.

3. Click on Templates.

4. Choose Email from the list of available templates.

5. Select New Email Template or edit from the list if already added previously.

Other Receipt Options

In addition to printed receipts, you can also configure other templates such as Invoice emails, Payment emails, and Gift Receipt emails. To do this, simply follow the same four steps outlined above, then select the specific template you want to create or edit from the list on the left. This allows you to maintain consistent messaging across all customer communications.