Why is this important?

Configuring your templates correctly solves three major operational problems:

  • Brand Consistency: Ensure every invoice and message looks exactly the same, no matter which staff member processes the order.

  • Zero-Effort Automation: Staff don’t need to type messages or adjust margins manually. The system auto-fills customer data (like Name, Order No, and Price) into your pre-set layout.

  • Professionalism: Well-designed receipts and labels build trust and make your business look polished.

How to Access Templates

How to Access Templates

To access this section, navigate to Settings > Templates.

Available Template Types

You can configure the following types of templates to match your operational needs:

You can configure the following types of templates to match your operational needs:

  1. WhatsApp: Configure utility templates used for automated notifications, including order updates, reminders, and confirmations. Customize the content to match your brand voice.

  2. Email Utility: Set up and customize email templates for notifications, confirmations, and updates. Personalize messages to ensure consistent branding across customer communications.

  3. PDF (Invoices & Receipts): Manage the layout and design of your PDF invoices and receipts. Ensure all necessary business details are included and customize the format for easy sharing and printing.

  4. Receipt (Thermal): Customize the thermal receipt layout for printing from both POS stations and mobile terminals.

  5. Label: Define the layout for printing sticker labels, including size, format, and QR content. This is essential for tagging items, packages, and inventory management.