Difference between revisions of "Creating a Receipt Template"

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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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Once you have selected your options in the Template Maintenance screen, click Template Editor and you will be taken to the Receipt Template Editor.
  
<center>[[image:ReceiptTemplateEditor.png|border|700px|SMS Template Maintenance]]</center>
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<center>[[image:TemplateReceiptEditor2022.png|border|1020px|SMS Template Maintenance]]</center>
  
 
=Creating a Template=
 
=Creating a Template=
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*Editor
 
*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.
 
**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
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**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.
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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.
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[[Templates|Back]]
 
[[Templates|Back]]
  
 
[[Optisoft.NET Help|Home]]
 
[[Optisoft.NET Help|Home]]

Latest revision as of 15:20, 10 March 2022

Once you have selected your options in the Template Maintenance screen, click Template Editor and you will be taken to the Receipt Template Editor.

SMS Template Maintenance

Creating a Template

In order to create a Receipt Template follow the below procedure:

  • 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.


Back

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