Create a Receipt Template

From Optisoft
Revision as of 10:11, 17 May 2019 by Optiwiki (Talk | contribs)

Jump to: navigation, search

To create you 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.

Back

Home