{"id":8532,"date":"2026-02-25T12:52:39","date_gmt":"2026-02-25T10:52:39","guid":{"rendered":"https:\/\/support.simplbooks.fi\/fi\/kayttoohjeet\/receipt-template\/"},"modified":"2026-02-25T12:52:39","modified_gmt":"2026-02-25T10:52:39","slug":"receipt-template","status":"publish","type":"ht_kb","link":"https:\/\/support.simplbooks.fi\/fi\/en\/kayttoohjeet\/receipt-template\/","title":{"rendered":"Receipt Template"},"content":{"rendered":"\n<p><strong>This guide explains how to create and edit receipt templates.<\/strong><\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"su-note\"  style=\"border-color:#c0d6c5;border-radius:8px;-moz-border-radius:8px;-webkit-border-radius:8px;\"><div class=\"su-note-inner su-u-clearfix su-u-trim\" style=\"background-color:#DAF0DF;border-color:#ffffff;color:#333333;border-radius:8px;-moz-border-radius:8px;-webkit-border-radius:8px;\"> In SimplBooks you can create different document templates for sales invoices. A receipt template allows you to issue a cash receipt to a customer, for example. <\/div><\/div>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>1. Receipt template settings are found under Settings &gt; Environment Settings &gt; Sales Invoice Settings &gt; Invoice Templates<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/1-30.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"554\" src=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/1-30-1024x554.png\" alt=\"\" class=\"wp-image-8156\" srcset=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/1-30-1024x554.png 1024w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/1-30-300x162.png 300w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/1-30-768x415.png 768w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/1-30-50x27.png 50w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/1-30-1536x831.png 1536w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/1-30-920x498.png 920w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/1-30-600x325.png 600w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/1-30-320x173.png 320w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/1-30.png 1573w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>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 &#8220;Add new invoice template&#8221;.<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/2-29.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"583\" src=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/2-29-1024x583.png\" alt=\"\" class=\"wp-image-8158\" srcset=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/2-29-1024x583.png 1024w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/2-29-300x171.png 300w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/2-29-768x437.png 768w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/2-29-50x28.png 50w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/2-29-1536x875.png 1536w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/2-29-920x524.png 920w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/2-29-600x342.png 600w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/2-29-320x182.png 320w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/2-29.png 1589w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>3. In the view that opens, you can add and remove elements as needed<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/3-25.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"541\" src=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/3-25-1024x541.png\" alt=\"\" class=\"wp-image-8160\" srcset=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/3-25-1024x541.png 1024w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/3-25-300x158.png 300w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/3-25-768x406.png 768w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/3-25-50x26.png 50w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/3-25-1536x811.png 1536w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/3-25-920x486.png 920w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/3-25-600x317.png 600w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/3-25-320x169.png 320w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/3-25.png 1587w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>It is a good idea to give the receipt template a name so it is easier to find when you want to use it.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Elements are added by dragging modules to the desired location on the document template from the &#8220;<strong>Add Modules<\/strong>&#8221; section.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>When you hover over a module added to the document template, a menu appears in the upper right corner:\n<ul class=\"wp-block-list\">\n<li><strong>Trash can<\/strong> \u2013 Remove the element.<\/li>\n\n\n\n<li><strong>Pencil and notepad<\/strong> \u2013 Edit the element&#8217;s data (e.g. which information is displayed on the element)<\/li>\n\n\n\n<li><strong>Gear<\/strong> \u2013 Edit the element&#8217;s formatting (e.g. text and background colour)<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>4. You can preview the template by selecting &#8220;PDF Preview&#8221; in the bottom right corner, or save the receipt by clicking &#8220;Save&#8221;.<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/4-21.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"539\" src=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/4-21-1024x539.png\" alt=\"\" class=\"wp-image-8162\" srcset=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/4-21-1024x539.png 1024w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/4-21-300x158.png 300w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/4-21-768x404.png 768w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/4-21-50x26.png 50w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/4-21-1536x808.png 1536w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/4-21-920x484.png 920w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/4-21-600x316.png 600w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/4-21-320x168.png 320w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/4-21.png 1587w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>5. Create a receipt by creating a new sales invoice under Actions &gt; Sales Invoices &gt; New Sales Invoice<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/5-8.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"329\" src=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/5-8-1024x329.png\" alt=\"\" class=\"wp-image-8164\" srcset=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/5-8-1024x329.png 1024w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/5-8-300x96.png 300w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/5-8-768x247.png 768w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/5-8-50x16.png 50w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/5-8-1536x494.png 1536w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/5-8-920x296.png 920w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/5-8-600x193.png 600w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/5-8-320x103.png 320w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/5-8.png 1586w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>6. Select the receipt template under Invoice Additional Details &gt; Document Template<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/6-5.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"572\" src=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/6-5-1024x572.png\" alt=\"\" class=\"wp-image-8166\" srcset=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/6-5-1024x572.png 1024w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/6-5-300x167.png 300w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/6-5-768x429.png 768w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/6-5-50x28.png 50w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/6-5-1536x857.png 1536w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/6-5-920x514.png 920w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/6-5-600x335.png 600w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/6-5-320x179.png 320w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/6-5.png 1614w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"su-box su-box-style-default\" id=\"\" style=\"border-color:#a7bdac;border-radius:8px\"><div class=\"su-box-title\" style=\"background-color:#DAF0DF;color:#333333;border-top-left-radius:6px;border-top-right-radius:6px\">Other related guides:<\/div><div class=\"su-box-content su-u-clearfix su-u-trim\" style=\"border-bottom-left-radius:6px;border-bottom-right-radius:6px\">\n\n\n\n<div class=\"su-list\" style=\"margin-left:0px\">\n\n\n\n<ul class=\"wp-block-list\">\n<li><i class=\"sui sui-book\" style=\"color:#333\"><\/i> <a href=\"https:\/\/support.simplbooks.fi\/fi\/kayttoohjeet\/uuden-myyntilaskun-tekeminen\/\" target=\"_blank\" rel=\"noreferrer noopener\">Creating a new sales invoice<\/a> <\/li>\n\n\n\n<li><i class=\"sui sui-book\" style=\"color:#333\"><\/i> <a href=\"https:\/\/support.simplbooks.fi\/fi\/kayttoohjeet\/myyntilaskupohjan-lisays\/\" target=\"_blank\" rel=\"noreferrer noopener\">Adding and editing a sales invoice template<\/a><\/li>\n<\/ul>\n\n\n\n<\/div><\/div><\/div>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n","protected":false},"author":0,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht_kb_category":[115],"ht_kb_tag":[],"class_list":["post-8532","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-sales"],"_links":{"self":[{"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/ht_kb\/8532","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/types\/ht_kb"}],"replies":[{"embeddable":true,"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/comments?post=8532"}],"version-history":[{"count":0,"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/ht_kb\/8532\/revisions"}],"wp:attachment":[{"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/media?parent=8532"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/ht_kb_category?post=8532"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/ht_kb_tag?post=8532"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}