How to Setup Receipt Templates
Shopfront features customisable receipt templates to provide your own look and feel to your receipts. To modify or create a receipt template follow these steps:
- Select the Menu icon
- Select Setup
- Select Receipts
- Select +New to create a new template or select Edit on an existing template you wish to modify
If you are creating a new template, then you will need to name the new template before proceeding.
Types of Receipt
You have the choice of multiple different types of receipts to create:
Normal Receipt - A general sales receipt which can include images
Generic/Text only Receipts - A text-only general sales receipt (This is generally only for older receipt printers that don't have the ability to print images)
A4 Receipts - An A4 sized sales receipt. Can be attached as a PDF to an email receipt.
Email Receipts - A sales receipt that can only be emailed to customers.
Account Payment Receipts - Toggle this on for any of the above formats to create it as an account payment receipt.
You can choose to create your receipt from our default receipt template preset or from a blank page.
Adding Components to a Receipt Template
To add a component to a receipt template, follow these steps:
- Select Components
- Locate the component you wish to add
- Drag the component to the desired area on the receipt where you want it to be displayed
To view or modify component settings:
- Select the component you wish to modify
- Select Settings
List of Components and Settings:
Please note, available components and settings may vary depending on the receipt type selected.
Heading |
|
|
Text |
|
|
Outlet Logo |
|
|
Image |
|
|
Barcode |
|
|
Spacer |
|
|
Columns |
|
|
Products |
|
|
Tax |
|
|
Tax Indicator |
|
|
Payments |
|
|
Loyalty |
|
|
Account |
|
|
Total |
|
|
External Receipt |
|
|
Gift Cards |
|
Note: The Gift Cards component will not appear on receipts when reprinted
Adding Outlet Information to a Receipt Template
If you have set Your Outlet Details, you can have this information appear on your receipts and display the details of the relevant outlet. This is updated using dynamic fields, see Adding Dynamic Fields to Receipts for further information.
The typical contact information displayed would have the dynamic fields below.
{outlet.name}
{outlet.contact.addressStreet1}
{outlet.contact.addressSuburb} {outlet.contact.addressPostcode} {outlet.contact.addressState}
email: {outlet.contact.email}
phone: {outlet.contact.phone}
Configure an Email Receipt Template to Add a PDF Attachment
To attach an A4 PDF to an email receipt template, follow the steps below.
- From your Receipt List, select Configure next to the Email receipt template you wish to add an attachment to
- Select Add Attachment
- Provide a name for the PDF attachment. If you want to include the outlet name and invoice number in the name, you can use the dynamic field: {outlet.name} Invoice #{invoiceNo}
Note; You can find additional placeholders for the PDF filename attachment by referring to Adding Dynamic Fields to Receipts - Under Receipt select an already existing A4 Receipt template to use as the attachment
- Select Confirm
Note; It is possible to add multiple receipt attachments to a template, but make sure not to include the same A4 receipt more than once.
For instructions on emailing receipts, refer to the help guide on Emailing Receipts to Customers.
Customising Receipt Padding
There are two options to adjust receipt padding in Shopfront, adjusting directly on the receipt or adjusting through the browser settings.
Adjusting the padding in Shopfront allows you to add padding in any direction of the receipt, offsetting the location of the receipt on the paper. To configure the padding, follow the steps below.
- From your Receipt List, select Configure next to the receipt template you wish to modify the padding on
- Enter the values you desire into each of the Top, Left, Right and Bottom fields
- Values are in pixels
- Select Confirm
To adjust the browser settings, follow our guide on setting up a receipt printer in Chrome and instead of selecting Default for the Margin you can use whichever value is most appropriate. Other browsers will having similar but slightly different steps.