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macsmusicschool
Level 1

How do we edit a receipt template? What I'm talking about is the receipt that is after payment.

 
1 Comment 1
RaymondJayO
Moderator

How do we edit a receipt template? What I'm talking about is the receipt that is after payment.

It's great to see you today, @macsmusicschool

 

Let's go to the Custom form styles page so you can edit your receipt template. I'm here to guide you through the steps. 

  1. Go to the Settings (Gear) icon at the upper right. 
  2. Select Custom Form Styles under Your Company
  3. Find your receipt template in the Custom form styles screen. 
  4. Choose Edit from the Action column. 
  5. Go to Design, Content, and Emails tabs so you can make any necessary changes. 
  6. Click Done

 

The first screenshot below shows you the third to fourth steps. 

EditReceiptTemplate.PNG

 

Once done, you can make this template as your default format each time you create a new sales receipt. Just choose Make default from the Edit drop-down under the Action column. Check out the second screenshot below for your visual reference. To learn more about this process, see the seventh step through this article: Customise Sales Forms

MakeTemplateAsDefault.PNG

 

If this is an invoice payment, there isn't a way to edit the receipt template. I want you to know that I'll take note of this. Also, I'll personally pass your suggestion to our product developers so they can look into it. 

 

To help you view your money-in transactions, you can go to the Sales page. From this menu, you can also copy, delete or void transactions and check their statuses. 

 

I'm here anytime you have other concerns. Have a good day, @macsmusicschool.