Difference between revisions of "Creating a Receipt Template"

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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.
 
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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