QuickBooks POS: Edit Receipt Template

QuickBooks POS: Edit Receipt Template

[su_button url=”https://sheets.blackrockbusiness.com/edit-receipt-template" target=”blank” style=”flat” background=”#73BA9B” color=”#ffffff” size=”12" center=”yes” radius=”10" icon=”icon: file-pdf-o” icon_color=”#ffffff” title=”Download QuickBooks POS PDF Instruction Tutorial”]Download PDF Instruction Tutorial[/su_button] Today we’re going to cover on how to customize your receipt. Let’s start:

1. Go to “File” menu and click on “Setup Interview”

1. The “Receipt” tab is where you’re going to enter your business information that you would like to see on the receipt.

1. Next is going to “File” menu → then “Preferences” → click on “Company”.

1. Select “Store Info” section, you see the same information here but with the added benefit of going here is that you can actually choose a logo that will end up in QuickBooks Point of Sale and your receipt as well.

1. Let us now proceed in actually editing your receipt. Go to “File” menu → then “Tools” → click on “Print Designer”.

1. On the Print Designer window, select “Sales Receipt” for the Document type.

1. 40 column — is a kind of receipt that comes out of an actual receipt printer with really long receipt tape.
2. Letter — these are the full-size receipts that can be printed with a regular printer size.
3. You can now proceed on modifying your selected template by clicking on “Modify”, but it is recommended to just make a new copy. In that way you can keep the default template for back up. To be able to do that, click on “Options” and select “Copy Selected”.

1. The receipt has 3 sections, the “Body Header”, the “Body” and the “Body Footer”. So the body header and body footer are going to show up on every single receipt. The body section is where the items would go into, so it would depend on how many items are going to be included in the receipt.

1. Each and every object on your receipt template can be move, modify or delete. Some of these are a grouped set of fields, so you probably might want to leave it as is. All the fields in this area will only show up on the receipt if it has been filled up initially (step 1 to 4).

1. The body is going to be a repeating section. When scanning multiple items, each of the items will show three lines over and over again. So this will probably be the most customized section of the three. You are going to double click on this section and it will bring up an editor.

1. In this editor, it will tell you exactly what you want to put for each and every item that gets rung up. In this window we can see that we have three lines that we could work with. The minimum should be at least two lines to cover all the information fields that you need. The first line will be consist of the basic information like the price, item name and extended price.

1. This area is where you’ll be customizing the body of receipt. You can choose fields that you want to include per line.

1. At the Body Footer, we have the subtotals. It is recommended to not edit or customize this area. But if needed, you can just double-click on the textbox.

1. For the rest of the area at the Body Footer, it will only show up if you have something filled up. For example, the rewards section will only appear if you have rewards program turned on.

1. To add more text labels to the receipt, just click on “Add” and select “Text Label”.

1. After editing the receipt template, save the template and you could set it as your default receipt template to be used on your store.

1. To check if it has been set as the default receipt template, go to “File” menu → then “Preferences” → click on “Workstation”.

1. Then under “Documents & Printers” section, you can see that the newly edited receipt template is set as the default sales receipt.

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