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The Receipt Designer

Chris Muench
Chris Muench
  • Updated

The Receipt Designer builds receipt layouts from drag-and-drop blocks and saves them as named templates, which you can point at a particular location, a particular suspended sale type, or the whole store.

The checkboxes under Store Config → Receipt decide what a standard receipt prints — see customizing receipts for those. The Receipt Designer goes further: it builds the layout itself, block by block, and saves it as a named receipt template you can reuse and target.

The Receipt Designer: the block palette on the left, the receipt taking shape on the canvas, and the properties panel on the right

That matters when one layout is not enough — a takeout ticket that is not the same as a counter receipt, a warehouse location that needs different information from the shop floor, or a receipt with your own wording and ordering of sections.

Your plan has to include it. The Receipt Designer is part of some subscription plans and not others. If yours does not include it, Receipt Template does not appear in the menu or the account dropdown at all. Your plan and the features it includes are listed under Store Config → Subscription plan; see billing and your subscription to change plans.

Turn it on

  1. Go to Store Config and open the Receipt section.
  2. Tick Enable Receipt Template.
  3. Optionally set Receipt Template — the store-wide default. Printed and on-screen sales receipts use that template's design whenever nothing more specific applies. Leave it on None (use global receipt design settings) to keep the standard receipt.
  4. Click Save.

Access is controlled by its own Receipt Template permission, with Add/Update, Delete and Search actions, so you can let a manager build templates without opening up the rest of Store Config. See permissions and permission templates.

Create a template

Open Receipt Template from the left navigation menu (or Receipt Design in the account dropdown at the top right) and click New Receipt Template. You are asked for a Receipt Name and then for how you want to start:

  • Receipt Builder — the drag-and-drop layout editor, with full control over structure and content.
  • Receipt Settings Only — configure the receipt's sections quickly, without laying anything out by hand.

Names have to be unique; the form tells you if one is already taken.

The designer

The designer has three parts:

  • Available Blocks on the left — everything you can put on a receipt: company information, the sales title, the item list, subtotals, taxes, totals, payments, change due, items-sold count, a QR code, free text and more. The search box above the list filters it as you type.
  • Editor in the middle — the receipt itself. Drag a block onto it, and drag blocks around to reorder them.
  • Properties on the right — the settings for whatever block or row you have selected. With nothing selected it prompts you to select a block or row to edit.

Each row of the receipt has a structure: 1 Column, 2 Column or 3 Column. Choose the structure first, then drop blocks into its columns — that is how you get, say, a label on the left and an amount on the right.

Common block properties in the Properties panel:

  • Font Size and Font Weight.
  • Override Label — replace a block's built-in wording with your own; Override Header Label does the same for a column heading.
  • Add Prefix — put text in front of a block's content.
  • Hide Empty — leave the block out entirely when it has nothing to print, instead of printing a blank line.
  • Override Height — force a fixed content height for a block.
  • Float and Display — how the block sits in its column.

The item list block has its own Layout options: Bold column headers on or off, and Item name on its own row (item name on the first line, price and quantity on the line below) versus everything on one line.

Widget Parts appear for blocks that are built from several pieces — drag to reorder them, toggle one to show or hide it, or remove it to keep it off the receipt.

Undo and Redo are available while you work, Reset clears the canvas, and Default receipt loads the standard sales receipt layout as a starting point (it asks first, because it replaces what is on the canvas). The first time you edit a template the designer offers auto-save — accept it and the template saves itself a few seconds after each change; the choice is remembered in that browser. Save always works manually.

Preview before you use it

Preview renders the template as a real receipt so you can check spacing, wording and totals without printing a test sale. The preview's totals and discount percentages are calculated the same way the real receipt calculates them, so what you see is what prints.

The designer also has a built-in block reference, opened from its Documentation button, explaining what each block prints.

Choose where a template is used

A template carries three routing fields, all shown as columns on the Receipt Template list:

  • Location — the location it applies to, or All locations.
  • Sale type — the suspended sale type it applies to, or All sale types. This is how a takeout ticket gets a different layout from a dine-in one; suspended sale types are covered in suspended sales, layaways and estimates.
  • Priority — a number used to choose between templates that are equally specific. Lower numbers win.

When a sale prints, every template whose Location and Sale type fit the sale is a candidate — a field set to All fits anything — and they are ranked in this order:

  1. A template naming this location beats one set to All locations.
  2. Among those, a template naming this sale type beats one set to All sale types.
  3. Among those, the lowest Priority number wins.
  4. If two templates are still tied, the lower template ID wins.

Location specificity outranks sale-type specificity, and both outrank Priority — so a template for your location with All sale types beats one for All locations with your exact sale type, whatever their priorities. Priority only settles a tie between templates that are specific in the same way.

If nothing matches, the store-wide Receipt Template from Store Config is used; if that is unset, the standard receipt prints.

A practical setup: one All locations / All sale types template as the house style, plus a Takeout template that wins on takeout tickets because its sale type is more specific. Reach for Priority only when you have two templates at the same level of specificity and need to say which one leads.

Managing templates

The Receipt Template list behaves like the rest of the management screens: search by name, sort by any column, choose which columns are displayed, and select rows to delete. Deleted templates are not gone — Manage Deleted Receipt Templates lists them and lets you undelete. Merge Receipt Templates folds several into one.

Common questions

I do not see Receipt Template in the menu. Either your subscription plan does not include the Receipt Designer, or your employee account does not have the Receipt Template permission. Check Store Config → Subscription plan for the first and permissions for the second.

Which template is my register actually using? The most specific match wins, location first: a template naming your location beats one set to All locations, then a template naming your sale type beats one set to All sale types, and Priority only decides between templates that are equally specific. If nothing matches, the store default in Store Config → Receipt → Receipt Template applies.

Do templates change gift receipts and fulfillment sheets? No. Those are separate documents — see receipts, gift receipts and fulfillment sheets.

Can I go back to the plain receipt? Yes. Set Store Config → Receipt → Receipt Template back to None (use global receipt design settings), or untick Enable Receipt Template. Your templates are kept.

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