Configuring Receipt Options

Use the Receipt Options screen to configure receipt printing options.

To display the Receipt Options screen:

  1. On the PAYD Administration main screen, click the Configuration icon ().

The Configuration menu appears.

  1. On the Configuration menu, click Receipt Options.

To configure Print Options:

  1. Under the Print Options section, select Print Receipt options as follows:

  1. Click the Save button on top of the screen.

 

To configure Additional Options:

  1. Under the Additional Information section, complete the fields as follows:

NOTE: If a customer has a valid email address entered in their customer profile (in the  customer details tab) the receipt is sent to that address when this option is selected.

NOTE: The customer's card language setting (e.g. the language data contained on the card's chip or mag stripe) may override the language options selected here.  

  1. Configure the Slogan, Social Media, Refund Policy, Receipt Message, Gift Receipt Policy, Warranty Policy, Store Credit Policy, Layaway Policy, Invoice Policy, and Sale Quote Policy to print on the receipts as necessary (described below).  

NOTE:These slogans, messages and policies are optional. Only enter the ones you want printed on each receipt, and leave the other ones blank.

 

If you are using the PAYD Pro PlusTM Mobile App:

 

To configure your store Slogan:

  1. Click the Slogan button. The Slogan section expands, revealing two textboxes.

  2. In the appropriate textbox (English or French), enter the store slogan you would like printed on receipts (max. 255 characters).

  3. Click the Slogan button again to collapse the section, or click another button to configure additional text.  

 

To configure social media links on your receipts:

  1. Click the Social Media button. The Social Media section expands, revealing two textboxes.

  2. Click inside the Facebook field and enter your business' corporate Facebook page address.

  3. Click inside the Twitter field and enter your business' corporate Twitter page address.

  4. Click inside the Instagram field and enter your business' corporate Instagram page address.

  5. Click the Social Media button again to collapse the section, or click another button to configure additional text.  

NOTE: These social media links will print on printed copies of Customer receipts. The links will also appear on emailed receipts, or receipts that are sent via SMS text from the PAYD Pro Plus App.

To configure the Refund Policy:

  1. Click the Refund Policy button. The Refund Policy section expands, revealing two textboxes.

  2. In the appropriate textbox (English or French), enter the refund policy you would like printed on receipts (max. 255 characters).

  3. Click the Refund Policy button again to collapse the section, or click another button to configure additional text.  

 

To configure the Receipt Message:

  1. Click the Receipt Message button. The Receipt Message section expands, revealing two  textboxes.

  2. In the appropriate textbox (English or French), enter the message you would like printed on receipts (max. 255 characters).

  3. Click the Receipt Message button again to collapse the section, or click another button to configure additional text.  

 

To configure the Gift Receipt Policy:

  1. Click the Gift Receipt Policy button. The Gift Receipt Policy section expands, revealing two  textboxes.

  2. In the appropriate textbox (English or French), enter the policy you would like printed on gift receipts (max. 255 characters).

  3. Click the  Gift Receipt Policy button again to collapse the section, or click another button to configure additional text.  

 

To configure the Warranty Policy:

  1. Click the Warranty Policy button. The Warranty Policy section expands, revealing two  textboxes.

  2. In the appropriate textbox (English or French), enter the warranty policy you would like printed on receipts (max. 255 characters).

  3. Click the  Warranty Policy button again to collapse the section, or click another button to configure additional text.  

 

To configure the Store Credit Policy:

  1. Click the Store Credit Policy button. The Store Credit Policy section expands, revealing two  textboxes.

  2. In the appropriate textbox (English or French), enter the warranty policy you would like printed on receipts (max. 255 characters).

  3. Click the  Store Credit Policy button again to collapse the section, or click another button to configure additional text.  

 

To configure the Layaway Policy:

  1. Click the Layaway Policy button. The Layaway Policy section expands, revealing two  textboxes.

  2. In the appropriate textbox (English or French), enter the layaway policy you would like printed on receipts (max. 255 characters).

  3. Click the  Layaway Policy button again to collapse the section, or click another button to configure additional text.  
    NOTE: This will only be visible if you have enabled Use Layaways in the Configuration - Settings screen.

 

To configure the Invoice Policy:

  1. Click the Invoice Policy button. The Invoice Policy section expands, revealing two  textboxes.

  2. In the appropriate textbox (English or French), enter the invoice policy you would like printed on receipts (max. 255 characters).

  3. Click the  Invoice Policy button again to collapse the section, or click another button to configure additional text.  
    NOTE: This will only be visible if you have enabled Use Invoices in the Configuration - Settings screen.

 

To configure the Sales Quote Policy:

  1. Click the Sales Quotes Policy button. The Sales Quotes Policy section expands, revealing two  textboxes.

  2. In the appropriate textbox (English or French), enter the warranty policy you would like printed on receipts (max. 255 characters).

  3. Click the  Sales Quotes Policy button again to collapse the section, or click another button to configure additional text.  
    NOTE: This will only be visible if you have enabled Use Sales Quotes in the Configuration - Settings screen.

 

To save options:

       Click the Save button at the top of the screen.

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