Adding custom text or notes to your sales receipt

You can customize your sales receipt by adding custom text or notes to them. A sales receipt is a receipt that is sent to the customer when a staff member processes a sale on behalf of the customer at the point of sale. Adding custom text or notes to your sales receipts can be useful if you want to add promotional offers, your business slogan, or additional notes about the transaction to your sales receipts. You can add a custom text from the Store Settings that applies to all sales receipts or a custom note to the email sales receipt of a transaction during store checkout.

After enabling custom notes for your sales receipts, your staff members can add them when making a sale using the Elevate Staff App. For more information, see Elevate Staff App: Adding a custom note to your sales receipt.

NoteThe custom text added to a receipt is limited to a maximum of 9934 characters. A custom note added to a receipt is limited to a maximum of 250 characters.

In this article:

    To add custom text to your sales receipt in the Store Settings:

    1. Click the App Drawer button .
    2. In the App Drawer, click View All.
    3. In the list, click Setup. You can filter the list by entering Setup into the Search field.
    4. On the Setup menu, click Store Configuration.
    5. On the Store Configuration menu, click Store Settings.
    6. Under RECEIPT TEXT, enter your custom text.
      • The custom text is limited to a maximum of 9934 characters.
    7. Click SAVE.

    To add custom notes to your email sales receipt during store checkout:

    1. Click the App Drawer button .
    2. In the App Drawer, click View All.
    3. In the list, click Setup. You can filter the list by entering Setup into the Search field.
    4. On the Setup menu, click Store Configuration.
    5. On the Store Configuration menu, click Store Settings.
    6. Under Receipts, set Add custom receipt notes at checkout to ON.
    7. Follow steps 1-9 in Making a Sale.
    8. Under Add receipt notes, enter your custom note.
      • The custom note is limited to a maximum of 250 characters.
      • If you want the custom note to appear on your email receipts, you must enable the Sales Receipt email notification and add the custom note email variable to the Sales Receipt email template.
    9. Click Complete. The sale is complete and a receipt with the custom text will be printed or emailed to the client.

    To add the custom note email variable to your sales receipt email template:

    1. Click the App Drawer button .
    2. In the App Drawer, click View All.
    3. In the list, click Setup. You can filter the list by entering Setup into the Search field.
    4. On the Setup menu, click Notifications.
    5. On the Notifications menu, click Client Notifications.
    6. Under Purchases, enable the Sales Receipt email notification.
    7. Click the App Drawer button .
    8. In the App Drawer, click View All.
    9. In the list, click Setup. You can filter the list by entering Setup into the Search field.
    10. On the Setup menu, click Store Configuration.
    11. On the Store Configuration menu, click Purchase Options.
    12. Under Receipt, select Custom Email Receipt.
    13. Under Email Content, enter the [ReceiptNotes] email variable and configure the body of the email as needed. For more information, see Email variables.
    14. Click SAVE.

     

    Was this article helpful?
    (105 out of 105 people found this article helpful)
    Cancel