Season 3 · Episode 7 of 9 · 1:30
How to make your receipts and invoices your own in TailorSync
Your receipts and invoices in TailorSync print your shop's name, logo and address from Settings, and a few more settings make them yours: a message at the bottom, a number code for each branch, printer calibration and the paper size invoices start on. This episode adds a returns policy, gives a branch a code, sets invoices to A5 and prints one to check.
Watch on YouTubeWhat the video covers
- 1Your details. The name, logo and address on every receipt and invoice come from Settings, under Business.
- 2A message at the bottom. Further down, under Receipts and invoices, type the message you want at the bottom, like your returns policy, and click Save Changes. It prints in place of the thank-you line on every receipt and invoice.
- 3A number code for each branch. Each kind of document counts up on its own. To tell branches apart, open Branches, edit a branch and type a short Number code. The line underneath shows how its invoices will read. Then save.
- 4Match your printer. In Print Settings, printer calibration matches your receipt printer. If the edges get cut off, bring the printable width down a little.
- 5Paper sizes. Under Paper sizes, pick what invoices start on, like A5, and save.
- 6See it on paper. Open an invoice in Sales and click the print button. The dialog starts on the size you picked, and your message is at the bottom.
Transcript
Everything the video says, under its chapters. Click a time to play the video from there.
Your details on every page
Every receipt and invoice carries your shop's name, logo and address. They come from Settings, under Business.
A message at the bottom
Further down, under Receipts and invoices, type the message you want at the bottom. A returns policy works well. Click Save Changes. It prints in place of the thank-you line, on every receipt and invoice.
A number code for each branch
Each kind of paper counts up on its own. To tell your branches apart, give each one a code. Open Branches, and edit Sharjah Branch. Type a short code for it. The line underneath shows how its invoices will read. Then save.
Paper and printer
In Print Settings, printer calibration matches your receipt printer. If the edges get cut off, bring the printable width down a little. Under Paper sizes, pick what invoices start on. This shop uses A5. Then save.
See it on paper
Now print an invoice. Open one in Sales, and click the print button. The dialog starts on the size you picked. Print it, and your message is at the bottom. Next, keep an eye on the shop.