Streamline Your Workflow with the Best Receipt Template for Teams

Receipt template for teams

[Music] hello everyone I'm kenika from Cloudscape welcome back to our channel in today's video we will be covering setting the receipt templates in the light speed X Series receipts are a crucial part of any retail operation as they not only serve as proof of purchase for customers but also help streamline your business operations whether you are looking to customize the look of your receipts or include a specific information for your customers this video will guide you through the process step by step to set up the receipt template navigate to setup and under outlets and registers click add receipt template before setting up your receipt template you will need following information what type of printer you are using if it's thermal or standard printer then company name and text number address and other contact details for your stores company logo if you are using portable thermal printer the logo should not be more than 190 pixel wide for countertop thermal printer no more than 290 pixel wide and for a standard desktop printer no more than 840 pixel wide for better results use black and white or monochromatic logos because color and gray scale images will not have great results on thermal printers under Header information you might want to include a store name address website contact phone number legal trading name and text number if you want the receipt to be a tax invoice add the taex invoice into the header section display served by will display the name of the user who created the sale for each line item you can decide if you want to show product name and SKU both or just product or just SKU selecting display text per line item will show text for each line item these are the basic details for any receipt now if in case you are using loyalty points selecting this will show the Loyalty earned by this customer also if you are using gift card you can display the card information by selecting this under customer information if I select display customer details you can select what customer information you want to show on the receipt under footer section you can add any additional information like any promotional message thank you message refund policy whatever you wish to also in this section you can choose the option display sale barcode this will turn the receipt number into a barcode which is printed on the receipt so you can scan to quickly locate the sale if the customer returns to your store you can also display a loyalty message here once you have added all the necessary information to your receipt template click save the final step is assigning this receipt template to the outlet and register as an example I'm creating this template and giving this name as Dubai Mall because I'm creating this for theway Mall Outlet here I have uploaded the logo provided the company details and drn number selected what all information I want to display on the receipt under customer you will only be able to see name and the email address under footer section there is this thank you message and written policy in the footer section of the template you can also include special offers discount codes or upcoming event information be creative but keep it consise to avoid cluttering the receipt once this is done I will save this now the next step is to assign this template to one of the registers as this was for Dubai Mall I will assign this to all the registers under Dubai Mall as an example I will click edit register here and under receipt template I will select the Dubai Mall template here and then save this register you can always come back and make adjustment if needed and that's it you have successfully set up and customized your receipt template in light speed XR with a well-designed receipt you can enhance your Brand's image and provide provide valuable information to your customers if you found this video helpful please give it a thumbs up and subscribe to our channel for more such videos don't forget to hit the Bell icon to get notified whenever we upload new content for any suggestions and feedback feel free to write us at support cloud. AE thanks for watching and we will see you in the next video