Print and brand POS receipts

Before you start

Check the order and location before printing. A customer's receipt can carry a different location logo or terms from the shop defaults.

Print a receipt

1. 1

   Step 1: Find the order

   Tap Print Receipt on the smart grid. Choose Mine or All, then enter a customer or order number in Search customer or order #.

   The list contains orders only. Use Load more orders when the record is outside the current results.

   

2. 2

   Step 2: Send the receipt to the printer

   Choose the order and tap Print. The action shows Printing…, followed by Receipt sent to printer.

   Check the printed sheet before handing it over. Confirm the customer, items and payment information belong to the order you selected.

3. 3

   Step 3: Print from an open record

   On the order screen, tap Print, then Print Receipt. OrderPilot saves on-screen edits before printing.

   A draft saved only in OrderPilot prints its current content. To print a quote, open it through Orders & Quotes; it is absent from the Print Receipt tile's list.

   Print Quote or Print Order prints the full document instead. Use quote and order PDFs when you need that format.

Set the receipt's look and text

1. 1

   Step 1: Open the receipt design

   Go to Settings›Branding›POS receipt. The receipt editor and sample show the settings for printed receipts.

   Use Branding settings when you also need to change other customer documents.

2. 2

   Step 2: Choose the brand details

   Set Logo, then check Store name and Slogan. The receipt centres the logo above the store name.

   The logo prints in black. A location's own logo takes priority, followed by the square mark and then the logo fallback.

   The sample lets you inspect the identity before changing the footer.

3. 3

   Step 3: Enter general receipt text

   Enter Receipt text, up to 2,000 characters. This text prints under the total when the location has no short receipt terms.

   Use it for wording that applies wherever the default is used. If a showroom needs its own terms, set those separately in the location's terms.

   The preview shows how the text fits on the narrow receipt.

4. 4

   Step 4: Choose the portal QR code

   Under QR code, choose Portal link or None. Portal link lets the customer open their order.

   If Portal link is greyed out, turn on the portal through portal access. Then return to the receipt editor.

   Check the sample and save. The saved design supplies the next receipt's shop-level choices.

   

Add a location's receipt terms

1. 1

   Step 1: Open the location's terms

   Go to Settings›Business & locations›Terms & payments. On the showroom location's row, click Edit and choose Edit terms & conditions.

   The location controls its own short receipt wording and full terms. See business details and documents for the wider location setup.

2. 2

   Step 2: Enter the short terms

   Fill Receipt terms (short) with the wording your store has chosen for the printed footer. Keep the full terms in the location's terms.

   The short text prints on the 80 mm receipt. When full terms are saved, their QR code identifies the location, rather than a particular order.

3. 3

   Step 3: Save and check the footer

   Save the location terms, then check the next receipt printed for that location.

   Its short terms replace the general Receipt text. With full terms alone, the footer still shows their link and QR code.

   

What happens next

A receipt includes store identity, items, totals, payment information, the footer and date. Quotes are headed Quote; orders are headed Receipt.

The terms QR and portal QR answer different customer questions. Check each destination when reviewing the design: one explains the location's terms, while the other opens the order.

Printing confirms that the receipt was sent to the printer. It does not create a new payment or change the balance. Review payment history if the amounts need checking.

If something goes wrong