Handing your customers receipts after a sale is a required step for any business, not just in the sense of customer satisfaction – which it provides – but also in instances to protect the retailer.

This can be most commonly identified through customer refunds and/or disputes over a financial transaction where a receipt, can be the vital piece of document in ensuring that a sale and transaction was indeed valid.

In Uprow POS, receipts can be printed or emailed to the customer after every sale. You might want to customize receipts in the way you want them to look to your customers. That is why we created the Templates for your transactions so that, you leave your customers with not just an invoice or an order, but an impression that doesn’t fade away easily.

1. sales receipts,
   
2. purchase orders,
   
3. Stock transfers
   
4. Credit Notes
   
5. Advance Vouchers and
   
6. Delivery Challans etc
   

  Before you begin, know what you can do with templates: You Can-

Add a new template or use one of the predefined templates.

Edit and customize a template in content arrangement, headers & footers, background images, color, font, font sizes etc.

Select the information that needs to be shown. 

Before we look at how to add Receipt Printing Templates in Uprow, let’s look at the Receipt Printing Templates section in Uprow, to give you an overview on what’s on the screen for you to better familiarize yourself with it.

This is where you’ll find all of your existing Receipt Templates and where you’ll be able to create and edit receipt templates, as per your requirements.

Sections that can be customized in templates.

1. Template Properties
   
2. Header & Document Information
   
3. Item Table
   
4. Total
   
5. Footer
   

To customize templates,

• Go to Admin > Settings > Printing Templates

• Here you will see all your receipt templates for different vouchers. If you want to choose any other

        template click on + New  Template button.  

• Choose Templates from the sidebar.

• Here you can choose the module for which you wish to customize the template for,

o Sale/Wholesale Invoice

o Delivery Challan

o Quotation

o Credit Notes 

o Payment/ Receipts etc

• This screen will allow you to create a template by asking you to choose one of a pre-loaded

        templates as the base.  

• To edit a template, hover over the template you wish to edit and select the Use This button.

• After editing, press the Save button to save the changes.

The customization panel has five sections:

• Page Setup
  
• Header
  
• Item Table
  
• Total
  
• Footer 
  

Let’s take a detailed look at all these sections 

Page Setup: 

This section allows you to change the look of the template. You can add a template name, choose a paper size or setup paper margin or even add a background image.  

Fields	Description
Template Name	Name of the template that you customize according to your wish.
Paper Size	This is for printing purposes. Either A4 or Letter sizes can be selected.
Margins (in inches)	Margins present around the template.
Background Image	Add a background image of your company’s logo or any image you want
Background Image Position	and adjust the image positioning from the drop down provided.

Header :

This section allows you to change the look of the header and the information present in the document. Customize the background image, position and even the header content.

Fields	Description
Background Image & Position	Background image for the header section can be added here
Background image Position	Background image position can be set from the drop down.
Document Title, Font & Color	Customize the title of the document and also customize the font size and color as you wish.
Company Name	Check the box to Show Company Name. Customize the font color and size.

 

            If you wish to hide any of the fields from the template, check the box present next to the field off.

Item Table 

This section allows you to show or hide columns related to the items table and customize those labels. Also you can customize the way item table looks, from table header to item row in layout section.

Labels

Item Name

Item Short Name

Item Description

Attribute

HSN Code

Salesman

Salesman Short Name

Batch No.

Bar Code

Quantity

Rate

Disc(%)

Sp Disc(%)

Disc(Rs)

Taxable Value

Tax(%)

Tax Amount

Net Amount

PO NO.

Remarks

Gross Amount

If you want to hide any of the fields from the template, unmark the box next to the field.

Layout

Customize the background color, font color, font size and of Table Header, Item Row and also the font size and color of Item Description.

 

Total 

This section allows you to show or hide labels related to the Total section and customize those labels. Also you can customize the way Total section looks in layout section.

Labels

The following field labels can be renamed as you see fit:

Sub Total

MISC Charges

Discount

Total

If you wish to hide any of the fields from the template, check the box present next to the field off. 

At times, you might need to show the number of items on the transaction. Checking the Quantity box will help you in showing the number of items present.

You can even configure which payment details you want to show in your receipt 

 

Layout

Customize the font size, color and background color of GST table section. 

Footer 

This allows you to customize labels related to Notes, Terms & Conditions, and Signature.

Also you can customize the way the content related to Notes, Terms & Conditions by adjusting their font size.