#RECEIPT INVOICE TEMPLATE PORTABLE#

But don’t worry as we’ll be reviewing some details that will help you create a receipt for your clients.Ī receipt is a form of proof that you have provided services to someone. The fact is, you have to have good knowledge in order to hire an effective bookkeeper or accountant because they need to be able to correct your finances if you’re not careful enough, so there’s a lot of money at stake. Your receipt template will now be updated.Bookkeeping and Accounting are a very specific set of skills and many small business owners can struggle when it comes to it.

You will be taken to the Edit receipt template page where you can make the desired changes.

Your receipt will now be available for you to assign to an outlet and use for printing.

You may also choose what actions to take at the end of a sale including emailing a receipt or asking for a note on certain types of sales.

Under Receipts, select which Receipt template you want to use.

Click on Edit register on your Outlets and registers page.

The final step is assigning a receipt template to your outlet and register.

Once you have added all the necessary information to your receipt template, click Save.

You can also Display a loyalty message which encourages customers to register in your store's Loyalty program. Receipt barcodes are useful if you run a service business, like a dry cleaner or a tailor, or if you have a lot of customers using layby and account sales. This will turn the receipt number into a barcode which is printed on the receipt so you can scan to quickly locate the sale if the customer returns to your store. In this section, you can also choose the option Display barcode.

Under Footer, enter add additional information in the Footer information field.

When select you can customize what customer information to display on your receipts.

Under Customer Information, select whether to Display customer details.

In this section, you will also be able to choose whether to Display tax totals, Display loyalty earned, and Display gift card information.

Under Totals, customize the labels for the total values on your receipts.

Please check if this is a requirement in your jurisdiction. Tipĭisplay tax per line item is required in some jurisdictions as per local legal requirements. You can also select whether to display tax per line item.

Under Line items, select the information displayed in the line items of your receipts.

This will display who the customer was served by in-store.

Next, you will be able to choose whether to Display served by.The header information shouldn't include too much information, this may cause the printouts to become unaligned.If you want the receipt to be a tax invoice, add the Tax invoice into the Header section.Legal trading name and tax number (alternatively put these in the footer).Ensure it fits the size requirements (JPG, PNG or GIF file, no wider than 280px.) In the Header section, add your Logo to appear at the top of the receipt.You do not have to make changes to these fields unless you would like to further customize the fields on your receipts. We have pre-populated many of the fields for you as suggestions of what you may like to include on your receipts. Thermal receipt printer: select the 80-90mm thermal (Standard thermal receipt).Standard desktop printer: select the Standard invoice.This will be determined by the type of printer you're using. Under General, enter a Template name to identify the template by.You will now be in the receipt template screen and can start setting up your details. You can also edit an existing receipt by scrolling to the bottom of the Outlets and registers page and selecting one of the templates you've already created. Navigate to Setup > Outlets and registers and click Add receipt template to get started. Colour and greyscale images will not have great results on thermal printers. Black and white, or monochromatic for best results.No more than 840px wide for a standard desktop printer.No more than 290px wide for a countertop thermal printer.

#RECEIPT INVOICE TEMPLATE PORTABLE#

No more than 190px wide for a portable thermal printer.Address and other contact details for your store(s).Company name and tax number (if required for your region).If you need help setting up your receipt hardware, refer to the receipt printer drop-down in our Recommended Hardware and Computer Specs for Retail POS (X-Series) guide. What type of printer you're using (Thermal or Standard).Before setting up your receipt template, you'll need the following information:

Receipt invoice template