This guide explains how to create and edit receipt templates.

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1. Receipt template settings are found under Settings > Environment Settings > Sales Invoice Settings > Invoice Templates

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2. If you started using the program after 2021, a default receipt template is already available. You can create a new editable receipt template based on it using the copy icon, or create a completely new receipt template by clicking “Add new invoice template”.

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3. In the view that opens, you can add and remove elements as needed

• It is a good idea to give the receipt template a name so it is easier to find when you want to use it.

• Elements are added by dragging modules to the desired location on the document template from the “Add Modules” section.

• When you hover over a module added to the document template, a menu appears in the upper right corner:
  • Trash can – Remove the element.
  • Pencil and notepad – Edit the element’s data (e.g. which information is displayed on the element)
  • Gear – Edit the element’s formatting (e.g. text and background colour)

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4. You can preview the template by selecting “PDF Preview” in the bottom right corner, or save the receipt by clicking “Save”.

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5. Create a receipt by creating a new sales invoice under Actions > Sales Invoices > New Sales Invoice

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6. Select the receipt template under Invoice Additional Details > Document Template

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