Create Your Down Payment Receipt Template for Support Effortlessly

Down payment receipt template for Support

the payment template screen house is the default template used when your clients make a payment and a receipt is given this is done either from the payment screen or inside the client portal if you're an ultimate plan subscriber and your clients are using the client portal our columns are the same as you've seen on the other template tabs first we have the name of the template a description if one is included the date they were last modified and then you have a set of icons over here they give you the option to duplicate the template that's where you'd modify one of our templates and save it under a new name I'll go ahead and duplicate our regular default template just so you can see what happens when you click on here you say yes you'd like to continue and you can see a new area was created called custom templates and we have that copy of our default template next we have an option to delete the template you'll see that you can only delete your custom templates down here on the default templates that area is kind of gray out here then you have the option to edit a template this is where you could change the name put in a description if you want to and browse your computer for the file that you'd like to replace this copy with which would be the template you modified on your computer and are now uploading these custom templates can only be chosen on the payment screen which I'll show you a little bit later then we have the download option which is how you would actually download the word document to your computer so that you could make changes and then upload that change document using the edit icon I just showed you a second ago I'll go ahead and download that copy that we made here so we made a copy of that default template this is what the default template looks like and I'll go ahead and download also this invoice payment template so you can see what that looks like as you can see both of the templates this invoice payment template tempate as well as our default template use a lot of variables and the variables are what you see here from at sign to at sign these variables are used to pull info from TPS so you'll need to use the correct variables you cannot make up your own variables you have to use ours this is our variables tab in TPS each of our variables start and end with the at sign to replace something on that template you downloaded you would need to find the variable that makes sense here so let's go to our payment receipt tab let's say that it was this amount variable that you wanted to use you would need to copy it from at sign to at sign and then paste it in the document where it makes sense as you can see there's a video here on the variables tab that explains all you need to know about variables but just a few quick things to know by default all zero amounts are set to show up as $0.0 if you want them to be blank on your receipt you need to copy the alternate version of the variable you're using you can see there's a customize button next to a lot of these if you click on it let's do the one here next to amount you can see that you have some variable formatters some different options for that variable if you wanted the amounts to be blank when there's a zero balance instead of showing the 0.0 you would copy this from at sign to at sign because as you can see it says hide valuables that equal to zero they will show us blank if this property is set so you would copy from at sign to at sign and go paste paste it over the regular amounts that you have in your payment receipt template when you do paste a variable make sure after pasting it into your template that the font size color all that matches the rest of the document or is however you want it to show on the document sometimes when pasting you'll see the pasted version is slightly different it's also a good idea when you're in here tweaking this template that you have the view grid lines on you can see that mine are on now so that I can actually make sure everything aligns properly to do that if you go up here to home and come here to the drop down you can see view grid lines I had mine on I just turned it off I'm going to turn it back on also if there's wording you want to add to your version of this template that doesn't need to pull any info from TPS so it won't change with each client like right here where it says thank you for your business those kinds of concrete statements can be typed directly into the template so if you wanted to change this wording for some reason you can just change it right here so once again you're welcome to leave our default templates alone and they'll look just like what you see here to begin with if that's the case just leave it alone in TPS and nothing changes if you do decide to make changes make sure you save it afterwards as a docx file with a name you'll remember I just saved mine as my payments template. docx then when you come back here to TPS you'll just come over here click on edit for that copy change the name to whatever you want to call it I'll call mine my payments template just like what I saved it as you can put a description in if you want to then browse for your document and save it and then you would have my payments template saved in your custom templates area then when you're on the payment screen and you're making a payment I'll go ahead and say that client audio King paid off the full amount they owed you can see here when it's time to create a receipt it's automatically pulling the default template but you have this drop- down menu here where you can choose the invoice payment template which was the other default template or now I have my custom template as well my payments template so if I wanted to choose that go ahead and choose that and create it and then I have the options of course to download it I'll go ahead and download a PDF just to show you what it looks like here is my payment receipt for audio King using my template now I didn't really make any changes to it like you may have so this is pretty much what the default template looks like if you're an ultimate plan subscriber and your clients are using the client portal they will automatically receive our default template when making a payment and getting a receipt there is a way to change that by choosing edit down here for our default template if you click on edit you could choose your file from your computer to overwrite ours so basically replacing ours with yours as you can see you can't change the name because TPS needs to be able to recognize the file when it pulls it into the client portal and you can't change the description field but you can choose the file from your computer and overwrite ours the only issue with saving over ours is whenever TPS does updates it will write over yours automatically so if you choose to go that route you'll need to save a copy of yours so once you overwrite ours replace it with yours basically you would then want to duplicate it so that you have a copy saved up here in your custom templates and that way when TPS doesn't update and overwrites yours with our regular default you could come in and easily change it by downloading your version of it and then editing and replacing it again to be honest it's a lot easier to just leave the receipt as our default when using the client portal then lastly we do have the actions button up here our options under there are to create new which is how you'd upload a totally new template you've created yourself again remember if you want to pull any info from TPS you have to understand how to use our variables when you upload a template of your own it'll show up here just like the duplicate it will be in your custom templates area and we do have download all which would download all of your templates on this screen and I think that pretty much covers it for payment templates thank you for watching