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Receipt Templates

Xenial Portal Data Management Ordering Settings Settings Receipts Receipt Templates

To create a receipt template:

  1. From the Receipt Template List homepage, select New Receipt Template.

  2. From the Create New Receipt Template page, define the settings in the following sections:

    Section

    Description

    Content

    Define the content to print.

    General

    Define general settings including the name and template type.

    Image

    Select an image file to include with a print template.

    Options and Sorts

    Define optional elements.

    Receipt Messages

    Setup messages to print in the header or footer of the print template.

    Nota

    The following sections are not available for all template types:

    • Image

    • Options and Sorts

    • Receipt Messages

  3. From the upper-right of the screen, select Save.

General

From the General section of the Receipt Templates editor, define the following settings:

Setting

Description

Name

Type a name for the template.

Active

Toggle Active if the template is available for use at the site.

Multi-site users: To the right of the field, select the globe icon to define values for each site.

Template Type

From the dropdown, select the applicable print template type.

Description

Type a description of the template.

Options and Sorts

From the Options and Sorts section of the Receipt Templates editor, define optional elements for a print template:

Setting

Description

Grouping Preference

From the dropdown, select the desired method to group items on the printout. The default is None.

Extra Print Elements

Select the elements to include on the printout.

Sorting

Select the method to sort order item types (If applicable):

  • Display Priority - Display priority items above non-priority items.

  • As Added - Display items in the same sequence in which they are added at the POS.

Nota

The available grouping preference and print elements vary by template type.

Receipt Messages

From the Receipt Messages section of the Receipt Templates editor, setup messages to print in the header or footer of the print template:

Setting

Description

Print Header Message

To print a message in the header:

  1. Toggle Print Header Message to Yes.

  2. From the Included Header Messages field, select Add Header Message.

  3. From the Add Header Message window, select the message.

  4. From the lower-right corner, select Add Header Message.

  5. Select and drag the control to the left of the listed messages to sort them in the desired sequence.

Print Footer Message

To print a message in the footer:

  1. Toggle Print Footer Message to Yes.

  2. From the Included Footer Messages field, select Add Footer Message.

  3. From the Add Footer Message window, select the message.

  4. From the lower-right corner, select Add Footer Message.

  5. Select and drag the control to the left of the listed messages to sort them in the desired sequence.

Image

From the Image section of the Receipt Templates editor, add an image to a print template (if applicable):

  1. Select Choose File to upload an image. A preview of the image is displayed.

  2. In the Image Size % field, type the image size as a percentage.

  3. From the Image Align field, select the desired alignment for the image.

Content

From the Content page of the Receipt Templates editor, define the content to print:

Field

Description

Template Editor

Edit the markup language as needed.

From the upper-right corner of the Content section, select Template Help to view a description of the available template variables and layout functions.

Template Preview

View a preview of the pint job.

  • Select Update Preview to update the preview with the latest changes to the template.

  • Select Reset to Default to reset the template markup to its default configuration.

Nota

If a template is not defined for a particular receipt or report, the default template is used.