How do I create PDF templates for sales receipts?

The Sales Receipts App allows you to create your own custom templates which will be used to generate PDF of your Sales Receipts.

Steps To Create

• Log in and access the Sales Receipts App from your Universal Navigation menu.
• Click on More(...) icon and select the Settings.

• In the Settings page, click on the Customize App and select Print/Web Layout.
• Click on the Create button and select the Start with the Default Layout. 

• Add the Template name in the Create Template pop up and click on the Next.

• Here, you can edit the Templates by using the Drag and Drop editor.
• You can customize the template file name, Page Layout, Page Size, Page Margin.

• Using the Drag & Drop option, you can edit the Templates with the Attributes on the Right side Palette. 
• With the five tabs, Sections, Business attributes, Customer attributes, Sales receipts standard receipts, Sales receipts custom attributes, and sales receipts line custom attributes.

• You can also edit the Template by JSON code in the JSON editor.
• By clicking on the Preview button, you can Preview the edited Template.

• You can view the Preview of the Template with the provided information.

• Click on the Save button to update changes.

• You can view the created Template on the List.

• Now, create the Sales Receipts with the created template.

Related Links

• Create sales receipt for services
• Create sales receipt for items
• Create sales receipt for both items/services
• Create custom attributes