Who is this for?
StoreHub merchants who want to customize their customer receipts, including creating different templates for thermal or A4 printers, assigning them to specific stores, and activating sequential receipt numbering for better tracking.
Overview
This guide will show you how to create, edit, and delete receipt templates, assign them to your stores, and activate sequential receipt numbers in your StoreHub BackOffice. Customizing your receipts helps you provide clear information to customers and maintain organized sales records.
Before You Begin
Printer Type: Know whether you are setting up for a 'Thermal' (small, roll paper) or 'A4' (standard printer paper) printer.
For Sequential Receipt Numbers:
Sync All Registers: Make sure all your POS devices (Registers) have successfully synced their latest data to the StoreHub system.
Close All Shifts: Ensure there are no open shifts on any of your Registers.
Clear All Open Orders: Check and clear any saved orders that have not been paid for and closed (pending 'Open Orders') in all your Registers.
Step-by-Step Guide
Create a New Receipt Template
1. In your StoreHub BackOffice, go to 'Settings', then tap 'Receipt Templates'.
2. On the 'Receipt Templates' page, tap 'Add Receipt Template'.
3. Fill in the relevant details for your template:
a. 'Template Name': Give your template a clear name (e.g., 'Thermal Receipt', 'A4 Invoice').
b. 'Receipt Type': Select 'Thermal' or 'A4' based on your printer.
c. Customize other fields like 'Tax Name' and what information to include (e.g.,
'Customer Details', 'Barcode').
Note:
You can edit store-related information (e.g., 'Store name', 'address', 'phone') under 'Settings', on the 'Stores' page.
4. Tap 'Save' to create the template.
Edit an Existing Receipt Template
1. In your StoreHub BackOffice, go to 'Settings', then tap 'Receipt Templates'.
2. On the 'Receipt Templates' page, find the template you want to edit and tap on its name.
3. Update any of the template details as needed (e.g., 'Tax Name' and what information to include or exclude (e.g., 'Customer Details', 'Barcode').
4. Tap 'Save' to apply your changes.
Note:
The tooltip next to Show Item-Level Notes displays a preview of how the notes will appear when enabled for your template.
Delete a Receipt Template
1. In your StoreHub BackOffice, go to 'Settings', then tap 'Receipt Templates'.
2. On the 'Receipt Templates' page, find the template you want to delete. Tap on its name to open its details.
3. Scroll down to the bottom of the template details page. You will find a 'Delete' button. Tap this button.
4. A confirmation message will appear. Click on the 'Delete' button to confirm the deletion.
Note:
You cannot delete a receipt template that is currently assigned as the default template for any of your stores. You must first assign a different template to those stores.
Assign a Receipt Template to a Store
2. On the 'Stores' page, select the store you want to assign the template to.
3. On the 'General Tab' of the store details page, scroll down and find the 'Receipt Template' dropdown. Choose the desired receipt template for this store.
4. Tap 'Save'. This store will now use the selected receipt template.
Activate Sequential Receipt Numbers
Sequential receipt numbering ensures that every transaction has a unique, continuous number, which is important for accounting and auditing.
1. Complete Prerequisites: Ensure all your Registers have been synced, all shifts have been closed, and there are no pending 'Open Orders' in any of your Registers.
Note:
If you have any saved Open Orders that have not been checked out yet, do clear them before proceeding.
2. In your BackOffice, go to 'Settings', then tap 'POS Registers'.
3. For each register listed, tap on its name, then tap 'Deactivate'. Repeat this until all registers are deactivated.
4. Go to 'Settings', and you will be directed to the 'Account Settings'.
5. Scroll down to the 'Danger Zone' section. You will see 'Activate Sequential Receipt Numbers'. Tap 'Activate'.
6. A pop-up will appear asking you to confirm. Type the word 'ACTIVATE' (in capital letters) into the provided space.
7. Tap 'Activate' in the pop-up.
8. You're done! Now, go back to your StoreHub POS app on your iPads and sign in to 'Activate' each register again.
Understanding Your New Receipt Numbers
Once activated, your receipts will use a sequential numbering system that includes the register ID and a unique order sequence.
Example:
Before Activation:
Your receipt numbers might have been shorter or in a different format, e.g.: RCP0012345.
After Activation:
If the first transaction in your store after activation is on Register 1, the receipt number will be 000-0000001.
000: Because it's Register 1 (1 - 1 = 0).
0000001: Because it's the first order.
If the next transaction is on Register 3, the receipt number will be 002-0000002.
002: Because it's Register 3 (3 - 1 = 2).
0000002: Because it's the second order for the store.
If a later transaction is on Register 10 and it's the 450th transaction for the store, the receipt number will be 009-0000450.
009: Because it's Register 10 (10 - 1 = 9).
0000450: Because it's the 450th order for the store.
This system helps you easily identify the store, the specific register, and the unique order sequence for every transaction.
Troubleshooting
Issue | Solution |
Cannot activate sequential receipt numbers. | Double-check that all prerequisites are met: all registers synced, all shifts closed, and all open orders cleared. If any of these are not done, the activation will fail. |
Receipt template changes not showing on POS app. | After saving changes to a receipt template or assigning it to a store in BackOffice, open your StoreHub POS app, go to the main menu, and tap 'Sync' twice. |
Receipts are not printing correctly. | Ensure your printer is properly connected and configured. Check the 'Receipt Type' selected in your template matches your printer (Thermal or A4). Also, verify that the correct receipt template is assigned to the store. |
FAQs
1. Can I have different receipt templates for different stores?
Yes, you can create multiple receipt templates and assign a specific template to each store in your BackOffice under 'Settings' > 'Stores'.
2. What information can I include on my receipts?
You can customize your receipt templates to include your business logo, header and footer messages, customer details, tax breakdowns, product details, and more.
3. Can I reset sequential receipt numbers?
Resetting sequential receipt numbers is a sensitive action and typically requires contacting StoreHub Support. It's not a standard user-facing option to prevent data integrity issues.
Need Help?
Contact StoreHub Support via live chat in your StoreHub app or email [email protected].
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