Creating Receipts for Items

Phase 1: Creating the New Template

1. From the Dashboard, click on the Operate Menu (center bottom).
2. Select Settings (bottom right gear icon).
3. Click on the Template Management tile.
4. Click the green Add New Template button.
5. Enter the name of the Receipt.
6. Select Receipt as the Template Type.
7. Click Add to enter the editor.

Phase 2: Designing the Header

You can customize the header to your preference and view the header through the Template Preview.

1. Insert Image: Click the Drag Image from Gallery button on the right, select your image, and resize it to be smaller.
2. Customize the Layout
3. Format the Text

Phase 3: Designing the Footer

You can customize the footer to your preference and view the footer through the Template Preview.

1. Scroll down to the Document Footer section.
2. Customize the Layout
3. Format the Text

Phase 4: Assigning Locations & Saving

To assign locations to the receipt:

1. Click the Template Settings tab at the top.
2. Click + Add Location.
3. Navigate through your locations and select the desired location.

Note: You can check the box next to Use as System Default to assign the receipt to every item.

Click the green Save Template button to finish.