Edit Receipt
- John Phelps (Deactivated)
- Danielle Prochaska
- Nicole Eidson
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
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Logo Tab
Click 'Upload' to upload a logo for your receipts.
Header/Footer Tab
Enter up to 4 lines of Receipt Header text.
Enter two lines of Receipt Footer text and a Consent Form Footer text as needed.
Templates Tab
Create a New template or Edit/Delete a current template.
Specify a Template Name.
Pick which content and settings to display on receipts for this template.
Printers Tab
Manage Legacy Printer or use Supported Receipt Printers.
Select the Printer from your list of connected printers
Provide a Nickname by selecting the Brand/Version of the printer from our Supported Printers list.
Users Tab
Assign the templates and/or printers that were set up in the previous steps to either specific users or all users.
Email Tab
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.
Detailed Tab
Logo
Only upload logos less than 100 kilobytes and saved as .jpg or .gif files.
Image | Quantity | Size (w × h) | Location | |
|---|---|---|---|---|
Optional | 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. | Â |
Optional | 1 | 200 px wide Horizontal logo recommended .png file type with a transparent background | Â | Â |
Optional | 1 | 16 × 16 px, .png file type with a transparent background |  |  |
Optional | 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.
This tab allows you to manage emails set up on the account for reports. See Manage Emails.
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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.
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If you have questions - please contact support@paytrace.com