You customize your receipt templates in Settings under “Receipts”. Select the template, edit the greeting and terms of service in the editor, apply formatting, and save. Your text then appears automatically on every new document.
Key benefits at a glance #
Customizing your templates helps you provide clear, professional documentation for every repair.
- Personalized branding: Use the built-in editor to style your text so your company documents look professional and consistent.
- Clear terms of service: Define repair conditions or liability terms directly on the document so customers are informed before they sign.
- Highlighted information: Use bold, italic and underline styling to draw attention to warranty information or service disclaimers.
Why receipt templates matter #
Your receipt templates determine exactly what information your customers see when they receive a job update or final invoice. Keeping your terms and layout updated protects your shop and keeps your customer communication professional.
Step by step: Customize receipt templates #
- Open the Settings menu from the main navigation panel.
- Select the Receipts section to manage your various document templates.
- Choose the specific Job Receipt template you want to modify from the selection menu.
- Use the formatting toolbar to apply styles like bold, underline or italic to emphasize key terms of service or specific sections.
- Apply further text styling or use the variable menu to dynamically insert customer details into your template.
- Click Save to apply your changes. A confirmation message notifies you that the template has been updated for all future documents.
Tip from practice #
Highlight service conditions: Use the formatting tools to draw attention to repair disclaimers, such as liquid damage policies or warranty limitations, so they are impossible for the customer to miss when signing.
What comes next #
- Set up your company profile: Managing Business and VAT Data
- Set your numbering: Customize Receipt and Invoice Numbering
- Customize email templates: Customize Email Templates
Frequently Asked Questions #
Receipt Templates #
Where do I customize receipt templates?
In the Settings menu under “Receipts”. Select the template you want and edit it in the built-in editor.
Does my text appear on documents automatically?
Yes. Once saved, your template text is applied automatically to all future documents.
Can I insert placeholders like the customer name?
Yes. Use the variable menu in the editor to dynamically insert customer details such as the name.
Can I highlight my terms of service?
Yes. Use bold, italic and underline formatting to draw attention to warranty information or specific service disclaimers.