Configuration of E-receipts

After creating a template, you must configure the system to use that template and define how receipts are sent.

Step 1: Access Digital Receipt Settings

1. From the main dashboard, navigate to the Configuration section.

2. Click on Digital Receipt.

Step 2: Configure Receipt Templates

1. On the settings page, select the Templates tab.

2. You will see fields to associate your templates:

   • Digital invoice: Search for and select the template you just created in Part I.

   • e-receipt: Select the template for your general receipts.

3. Click Save and Activate to make your selections live.

Step 3: Configure Delivery Methods

1. Click on the Delivery Methods tab.

2. You will see options for different channels, such as SMS.

3. Click on the SMS section to expand it.

   • Toggle the switch On to enable SMS delivery.

   • Select template: Choose the template you want to use for SMS receipts (this can be the same one, or a simpler version).

   • Message Content: Enter the text message the customer will receive. This message must contain the link for them to view their full receipt (e.g., "Thanks for shopping! View your e-receipt here: [link]").

Step 4: Save Your Configuration

After making all your selections, you can:

• Save and Activate: Immediately enables the new settings.

• Save as Inactive: Saves your changes as a draft for later use.