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Customizing and Updating POS Receipts

Last updated 23/01/2021

How to customize POS receipts using the Cin7 Receipt Builder.

Overview


POS receipts can be customized in Cin7 using the Receipt Builder. The Receipt Builder can be used to customize receipts for both receipt printers and A4 printers.

To customize the receipt template:

  1. Log in to Cin7 as an Administrator.
  2. Select your username in the top right and then select Settings.
  3. Under POS, select POS Receipt Builder.

By default, this will take you to the receipt printer version of the design.

If you like to create an A4 version of the receipt instead:

  1. Scroll to the bottom and select Reset.
  2. Select A4 and then select Confirm.

Clicking Reset will restore the receipt template to its default state and all changes will be lost. This action cannot be undone.

Customization


There are a collection of design options that can be modified using the settings on the right of the Receipt Builder.

Header

Show logo

This checkbox allows you to show or hide your logo.

Upload Logo

Select this link to upload a new logo to use on the receipt.

Branch Company Name

Dynamic Based on the Company name for the branch in the CRM.
Fixed The same for all receipts, irrespective of branch.

Company Name

The name of the company to appear on top of the receipt. This field is only available if you choose to use a fixed branch company name.

Tax Registration Number

If required, use this field to add a tax/ABN/GST number if required.

Show served by

This checkbox allows you to show or hide the staff member that served the customer for that sale.

Customer Details (Non-cash Customer)

A series of checkboxes allow you to show or hide fields related to the customer's details. These do not apply when the sale is assigned to a Cash Customer.

Line Items

These checkboxes allow you to show or hide fields relating to the line items sold and any discounts applied.

Branch Details

These checkboxes allow you to show or hide fields containing information about the branch. Some fields may be compulsory and these checkboxes will be greyed out.

To update contact details for any branch:

  1. Log in to Cin7 as an Administrator.
  2. Select your username in the top right and then select Settings.
  3. Under the Branches menu, select List Branches.
  4. Find the branch you would like to update and select the branch name in the table.
  5. Update the details and select Save.
Terms & Conditions

Each of the text fields relate to receipts for a particular transaction type. Enter your terms and conditions into the text fields and these will be added to the end of any receipts for that transaction type.

Text Size

Use this dropdown to increase the font size by 2pt, from Normal to Large.

Saving or Resetting Changes

After completing your modifications, you can select Save to save your changes.

Select Reset to restore the template to the default design.

Please be careful when choosing to Reset, as resetting the template cannot be undone.