Edit Receipt

Use the Edit Receipt page to modify the content of the receipts that are viewed, printed, and emailed from PayTrace.

If you are not already signed up for this feature, please get in touch with your Merchant Service Provider or PayTrace Support at Support@PayTrace.com.

How to Use This Page

 

  1. Logo Tab

    1. Click 'Upload' to upload a logo for your receipts.

  2. Header/Footer Tab

    1. Enter up to 4 lines of Receipt Header text.

    2. Enter two lines of Receipt Footer text and a Consent Form Footer text as needed.

  3. Templates Tab

    1. Create a New template or Edit/Delete a current template.

    2. Specify a Template Name.

    3. Pick which content and settings to display on receipts for this template.

  4. Printers Tab

    1. Manage Legacy Printer or use Supported Receipt Printers.

    2. Select the Printer from your list of connected printers

      1. Provide a Nickname by selecting the Brand/Version of the printer from our Supported Printers list.

  5. Users Tab

    1. Assign the templates and/or printers that were set up in the previous steps to either specific users or all users.

  6. Email Tab

    1. Manage the emails that receive specific reports.

The User Permission to allow editing of reciepts is the Discretionary Data check box. Found under the Account section of the User Permissions.

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Detailed Tab

Logo

Only upload logos less than 100 kilobytes and saved as .jpg or .gif files.

Image

Quantity

Size (w × h)

Location
(click to enlarge the example)

Image

Quantity

Size (w × h)

Location
(click to enlarge the example)

Optional
Site logo, designed for the receipt.

1

225 px width x 150 px height

Can fit vertical or horizontal logos

.png file type with a transparent background

jpg or .gif files.

 

Optional
Site logo, designed for the site navigation bar

1

200 px wide

Horizontal logo recommended

.png file type with a transparent background

 

 

Optional
Site logo, designed for the favicon

1

16 × 16 px,
32 × 32 px, and
96 × 96 px

.png file type with a transparent background

 

 

Optional
Social sharing graphic/logo

1

1200 × 800 px with the logo clear of the edges

 

 

This tab allows you to upload a logo for your receipts. Click 'Upload' to upload your custom logo for receipts.

Header/Footer

This tab allows you to set optional header, footer, and consent lines.

Header Text

Header Line 1

May contain up to 50 characters of text.

Header Line 2

May contain up to 50 characters of text.

Header Line 3

May contain up to 50 characters of text.

Header Line 4

May contain up to 50 characters of text.

Footer Text

Footer Line 1

May contain up to 50 characters of text.

Footer Line 2

May contain up to 50 characters of text.

Consent Form Footer Line

May contain up to 50 characters of text.

Templates

This tab allows you to create a receipt template for use with specific or all users.

Template Name

Enter a name for your receipt template up to characters.

Content

Notes/Comments

Check the box if you want to include Notes/Comments on the receipt for this template.

Customer Reference ID

Check the box if you want to include Customer Reference ID on the receipt for this template.

Sales Tax

Check the box if you want to include Sales Tax on the receipt for this template.

User Name

Check the box if you want to include the User Name of the user who processed the transaction on the receipt for this template.

Your Phone Number

Check the box if you want to include Your Phone Number on the receipt for this template.

Transaction Status

Check the box if you want to include Transaction Status on the receipt for this template.

Signature Line

Check the box if you want to include a signature Line on the receipt for this template.

Settings

Auto Print

Select Yes to have receipts auto-print after each transaction or No to not auto-print for this template.

Number of Copies

Select 1 to have one copy printed, and select 2 to have two copies printed for this template.

Delay Between Copies

Select the delay in seconds you want between receipts for this template. Options are 0-10 seconds.

Printers

This tab allows you to configure supported receipt printers or manage legacy printers.

Manage Legacy Printers Support help for managing Legacy Printers

Create Printer

Printer

Allows you to select a printer from a list of connected printers. You must have the latest version of Java installed to use this printer option. Free Java Install

Optional Nickname

Provide an optional nickname for this printer up to characters.

Brand/Version

Select the brand of supported receipt printer PayTrace Supported Receipt Printers you are using.

Users

This tab allows you to assign Printers and Templates to specific or all users.

Assign Templates and Printers to Users

User Names

Once you have selected a Printer and/or Template from the Printer and/or Template drop-down (s), you can assign a Printer/Template to specific or all users. You can also choose the Select All/Select None option to select all or no users.

Templates

Once you have a template created per the Templates section previously covered, you can select the template from the drop-down here and choose to assign it to users per the checkboxes under the Users column.

Printers

Once you have set up a printer per the Printers section previously covered, you can select the printer from the drop-down here and choose to assign it to users per the checkboxes under the Users column.

Email

This tab allows you to manage emails set up on the account for reports. See Manage Emails.

 


Need more help?

Our support team will be happy to assist you.

If you are unsure where to go, try the search bar on the top right of any page.

If you cannot find the documentation you are looking for, please let our support team know so we can continue to improve this documentation.

 

If you have questions - please contact support@paytrace.com