Salesforce Docs Portal

Receipt Layout Editor in Point of Sale CMS

Customize receipt elements like headers, footers, and item details to match your brand and improve the customer experience. Create custom rules to print sections only under certain conditions.

Receipt Layout Name

Name your receipt layout.

Receipt Type

Select the type of receipt.

Note
Note There’s one layout for each receipt type.
  1. Order - Order transactions.
  2. Return - Return transactions.
  3. Exchange - Exchange transactions.
  4. Gift - Gift purchases.
  5. Invoice - Invoice transactions.
  6. Gift SKU - Gift purchases with SKU.
  7. Back of House - Transactions with alterations.
  8. Credit card Declined - Declined credit card.
  9. Zero transaction - None transactions, for example, auditor receipt.
  10. Merchant Copy - Merchant-specific version of the receipt. If this layout is configured, the receipt prints before order and gift receipt.
Note
Note If you don't configure a receipt layout, the POS app prints a substitute layout generated from 7.16.5 or earlier.

Actions

Add and place a new section within your receipt layout.

  • Insert Above adds a new section above a selected receipt section.
  • Insert Below adds a new section below a selected receipt section.
Tip
Tip To add a section to the top or bottom of the receipt, click + ADD TOP ROW / + ADD BOTTOM ROW near the top of the page.

PS Tags

PS tags are placeholder strings that display data dynamically in layouts. For a comprehensive list of all available PS tags, see Print Tags Comprehensive List.

Functions

Functions dynamically show specific information based on predefined logic. For example, showcase the gift card balance for orders paid with a gift card. See Customizing Receipts Using Functions.

Receipt Components

Further customize your receipt layout.

Logos and Images

Add a logo or image to the receipt and optionally add rules that determine if this section prints.

Important
Important Select an image that is in PNG format. The logo must be in black with the remaining image fill as transparent. Non-transparent image fill is printed black because printers can’t print color. There are no limitations on size. If the image can’t be downloaded in time for receipt generation, the logo assigned via Receipt Configuration of the current mobile configuration is used. See Configure Receipts.

Text

Add and edit the text to the receipt. Optionally, display text based on certain conditions.

Divider

Add a divider to the receipt. This field creates a divider by repeating a single character.

Barcode

Add a barcode to the receipt. If your return policies allow multiple refund options for gift receipts, don’t associate a PS tag with the barcode component. See Set Up and Configure Returns Policy.

Note
Note The default value is order ID. For offline receipts, the barcode type is a QR code.

Grid

Add a grid of data or text to the receipt. The default maximum number of lines to be printed for a given row in a grid is 2.

Product Row

Add a product row to the receipt. This field is a repeatable grid that populates the receipt. For example, the sections Product Title, Quantity, ID, and Price are filled for every product that is listed on the receipt.

Showing Fulfillment Types via Grouping

You can group the fulfillment method for each item on the receipt. Omnichannel must be enabled. See Omnichannel Overview.

Note
Note Product sale groupings are separate from product return or exchanged. Product sale groupings are listed first followed by product returned or exchanged. To group products by sale, turn on Group by Fulfillment Type for each product row in the receipt template.

VAT BreakDown Row

Add the value-added-tax (VAT) breakdown to the receipt. This field behaves similarly to a grid.

Summary

Add the order summary section to the receipt. For example Tax, Total, Tip, and Cash. This field behaves similarly to a grid.

Points Balance

Add the points balance to the receipt. This field behaves similarly to a grid.

Fiscal

Add the fiscal portion to the receipt. This field behaves similarly to a grid.

Payment Tenders

Add the payment tenders to the receipt. This field behaves similarly to a grid.

Field Description
Credit Card Header Text The text field shown if the receipt is from a credit card purchase.
Receipt Line Keys

Individually add receipt line values by tapping Add in the top right.

If no receipt line keys are added, the only filtering applied is: Ayden/Elavon: "txdate", "txtime", "totalAmount", "txtype"

Note
Note Receipt line keys require adding the PS tag ":ps_cc_auth_details" to the "Payment Tenders" receipt component. Add a single row. The display name is on the left side of the receipt and the value is on the right side. Modern POS >= 8.2.1.

Tax Exemptions

Add tax exemptions to the receipt. This field behaves similarly to a grid.

Card Details

Add the card details to the receipt. This field behaves similarly to a grid.