How to Customize Receipts
To customize a receipt begin by selecting Store Setup on the left side of the Navigation Menu, and then choose Receipts under the listings. The Receipt contains four elements: the Logo, the Header, Contact Info, and the Footer. Each of these elements can be disabled or enabled by clicking the checkbox next to each element.
Note
Receipt settings can be edited on a per-Location basis, if your business has multiple Locations. Click the Location Drop Down Menu in the upper right hand portion of the screen to select a Location. Clicking Save after making your edits will update the settings for that particular Location.
Logo
In the top panel, Logos can be added to receipts for visual appeal by selecting the Choose File Button under the Show Logo checkbox.
Header
Headers are added underneath the Logo, and merchants often use them for slogans or taglines.
Contact Info
Contact Info is displayed towards the bottom of the Receipt and can be useful for customers seeking to return to your business, or direct inquiries about past purchases or visits.
Footer
The Footer is displayed at the very bottom of the Receipt, under the Contact Info, and may be used to say any number of things. Most merchants include text regarding the customer’s commitment to pay the amount listed on the Receipt according to a card issuer agreement.
Note:
You can preview what the receipt will look like using the Receipt Viewer located on the right side of the Receipts screen.
After you are done making changes to your Receipt, click the Save Button in the top panel.
Receipt Options
- Automatically Print Receipt and Start a New Order - After an order is completed the receipt selection screen is bypassed, a receipt is automatically printed, and a new order is started.
- Display the Receipt Selection Screen and Complete Order on Selection - After an order is completed the receipt selection screen appears. Select if you would like to have the option to print, email or print and email a receipt, depending on the options you have selected. The order will be automatically completed when a selection is made and a new order will be started.
- Display the Receipt Selection Screen and Tap Complete Order to Start a New Order – After an order is completed the receipt selection screen appears. Select if you would like to have the option to print, email or print and email a receipt, depending on the options you have selected. Select the Complete Order button to complete the order and start a new one.
- Do Not Provide Receipt. Automatically Start a New Order – After an order is completed the receipt selection screen is bypassed, no receipt is printed, and a new order is started.
Step by Step Summary
- Select Store Setup on the left side of the Navigation Menu, and then choose Receipts under the listings
- Choose the Logo image and enter the Header Footer information
- Make a selection from the Receipt Option panel
- View changes from the Receipt Viewer on the right side of the screen
- Select Save button for each section