Difference between revisions of "Create a Receipt Template"

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(Created page with "Once you have selected your Merge Fields in the Template Maintenance screen, click Template Editor and you will be taken to the Receipt Template Editor. <center>image:Recei...")
 
 
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Once you have selected your Merge Fields in the Template Maintenance screen, click Template Editor and you will be taken to the Receipt Template Editor.
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To create your Receipt Template, you need to do the following.
  
 
<center>[[image:ReceiptTemplateEditor.png|border|700px|SMS Template Maintenance]]</center>
 
<center>[[image:ReceiptTemplateEditor.png|border|700px|SMS Template Maintenance]]</center>
  
 
=Creating a Template=
 
=Creating a Template=
In order to create a Receipt Template follow the below procedure:
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*Go to the Templates Module
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*Click New
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*Select Type Cash
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*Click Template Editor in the Toolbar.
 
*Give your Template a Name.
 
*Give your Template a Name.
 
*You can now design your Template as necessary.
 
*You can now design your Template as necessary.
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**Preview - Will merge any Merge Codes currently in the Template so the user can see an example of what their Template will look like when printed out.
 
**Preview - Will merge any Merge Codes currently in the Template so the user can see an example of what their Template will look like when printed out.
  
[[Cash|Back]]
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[[Maintaining the Cash Module|Back]]
  
 
[[Optisoft.NET Help|Home]]
 
[[Optisoft.NET Help|Home]]

Latest revision as of 10:12, 17 May 2019

To create your Receipt Template, you need to do the following.

SMS Template Maintenance

Creating a Template

  • Go to the Templates Module
  • Click New
  • Select Type Cash
  • Click Template Editor in the Toolbar.
  • Give your Template a Name.
  • You can now design your Template as necessary.
  • Click Save and Back, or use the Auto Save feature.

Editor Options

The Receipt Editor has some useful features as described below:

  • Editor
    • Toolbar - Editing tools such as Font, Font Size, Alignment and Insert Picture can all be found within the Toolbar of both the header and footer sections.
  • Main Tab
    • Merge Codes - Drop down button that lists all the Merge Fields selected in the Template Maintenance screen. The user should position the caret in the Template first before selecting a Merge Code.
    • Preview - Will merge any Merge Codes currently in the Template so the user can see an example of what their Template will look like when printed out.

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