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- How to Add/Edit a Receipt Template

- How to Add/Edit a Receipt Template

Steps for Adding a new Receipt Template.

  1. Click on Setup from the sidebar.

  2. Select the Templates option from the dropdown.

  3. Click on More (drop down) at the right top corner.

  4. Select the New Template option.

  5. Enter User details e.g. Name, Template Header, Template Footer, and Upload Logo if needed.

  6. Click on the Add button to add the Template.


Steps for Editing a Receipt Template.

  1. Click on Setup from the sidebar.

  2. Select the Templates option from the dropdown.

  3. Click on the Edit button against which you want to edit the Template.

  4. Edit the details and click on the Save button.

 

Note: you can Delete any Template by clicking on the Delete button.