Configure Receipts

Customize Point of Sale receipt appearance to match your branding and create a consistent customer experience. Control email receipt-sharing options so that you can ensure secure and efficient delivery. Format receipt content to highlight important information and improve readability.

Modern POS App Build: 5.8.2 or above
Platform Support: iPhone & iPad
Offline Support: Yes

The configuration settings mentioned in this article are managed at the merchant account level.

Hide the Option to Share Receipt by Email

If you would like to not display the option for the store associates to send emailed receipts in the Order Thank You Screen, it can be turned off the Hide the Option to Share Receipt by Email setting.

Require Printer for Receipts

If you want to tie ‌receipt functionality closely to whether a hardware printer is configured, you can do so in CMS by turning on the Requires Printer for Receipts setting.

Setting a Logo

Go to the Receipt Configuration setting in your app config.
Click EDIT (the pencil icon).
Click the image icon to open the media picker.
Select the image file you want to use as the header image and then click SELECT ASSET.
Click the SET button at the bottom.
Click the SAVE button at the top right.

Receipt Language Localization

To configure receipts in different languages, see Receipt Localization for more details.

Header and Footer Text

The header and footer text on receipts can be customized. The header text is usually a tagline for the store or a slogan. The footer can be a Thank You message.

Add PS Tags

There are multiple options for configuring tags for text substitution on receipts. Text substitution works by allowing users to format the way data will appear without knowing exactly what that data will be beforehand.

Example: You want to configure the receipt to display the customer name above the address but you don't know what the name is beforehand. To do this, you use :ps_first_name and :ps_last_name tags. The current order will take the customer's information and format it correctly.

Example of PS tag set up for header text,

Tag Types

Refer to Print Tags Configuration for a comprehensive list of tags supported for receipt customization.

Printer Settings

You can set the number of characters per line depending on the printer type. This can be helpful to ensure content is positioned correctly within the printout and not running over to other lines.

Receipt Settings

Point of Sale provides setting that enable formatting and content changes to the receipt beyond text substitution.

Setting	Description
Receipt Lines Keys	This field takes a comma-separated list of the key names that will be included in the receipt. This is an example of a comma-separated list of all the possible values: txdate,txtime,pan,cardType,paymentMethod,paymentMethodVariant,posEntryMode,cvmRes,mid,tid,ptid,authCode,txRef,mref,txtype,totalAmount Leaving this field empty will default to all values shown on the receipt (i.e., the list in the example above).
Show Loyalty Details	Shows loyalty details on the receipt, That is, points earned and loyalty tiers.
Show Customer Profile Details In Header	Shows the customer profile details in the header (e.g., Name, Address, Email, Customer ID, etc.).
Show Transaction Header	Shows the transaction header above the product details section.
Show 'Card Holder Copy'	Shows the message Card Holder Copy above the transaction details. When toggling this on, it will reveal a text field to enter the desired message.
Show Section Separators	Shows a divider line between sections of the receipt.
Show Tender Details Under Total	Shows the tender details and amount, e.g., AMEX $439
Show Receipt Barcode	Adds scannable barcode to receipt.
Show Customer Name	Shows the customer's name for the logged-in customer.
Show Payment Subheader Message	Shows a message such as Your Return Policy underneath the transaction totals.
Show Items In Columns	Shows items in three columns: Item Name, Number Of Items, Price.
Show Receipt with Compact Line Spacing	This setting defines whether a receipt line item will be in spaced out or compact mode.
Swap Total and Subtotal Order	This setting swaps the position of Total with SubTotal.
Show Variant Group ID	This setting displays the Variant Group ID next to the product line item.
VAT Included In Subtotal	This setting prevents the VAT value from being removed from the subtotal and removes the line item on the receipt to display the VAT value.

Receipt Customization for Fulfillment Types/Subtypes

The POS app allows specifying a prefix that will be added at the beginning of each product line item. This allows store associates to quickly identify the fulfillment type of each of the products.

For orders with products that all have the same fulfillment type and subtype, the PSTags :ps_o_fulfillment_type and :ps_o_sub_fulfillment_type can be configured to show the respective information. Note that these tags do not apply to orders with mixed fulfillment types/subtypes.

Fulfillment settings showing fulfillment types set for orders and in store.

Receipt Layouts

After configuring and customizing receipts at a fundamental level, you have the opportunity to enhance the receipt further by configuring a receipt layout. With the receipt layout, you have the ability to determine what information will be displayed on the receipts, including store details, product information, store associate details, and more. It's important to note that configuring a layout can override app-level settings starting from v7.16.5.