Setting Up Your Top-Up Receipt Template

Every time a customer tops up their Store Credit, your staff can hand them a printed receipt. This guide shows you how to create that receipt from the ready-made Top up receipt layout, change its wording and spacing, and connect it in Store Credit settings. After that, every counter prints the same slip with your logo, the amount paid, any bonus credit and the new balance.

What this template does

A top-up receipt is the printed proof that a customer added money to their Store Credit wallet. Store Credit is prepaid money a customer keeps with your shop and spends on later orders. The receipt shows what they paid, any bonus credit, and their new balance.

It helps you:

• Give the customer proof of payment the moment they top up.
• Show the bonus credit and new balance, so there are no arguments later.
• Keep every counter printing the same slip.

Can I skip this? Yes. Without a template, every top-up still gets a standard slip with a Print receipt button. Connect a template when you want your own wording, logo and spacing.

Before you start

• Setting Up Your Store Credit Program: set your packages and expiry rules first. The setting that connects this receipt is on the same page.
• Set Up Store Credit on Your POS: shows staff how to take a top-up at the counter.
• Connecting Your Printers to the POS: pair a receipt printer so the slip can print.

Open the Receipt Templates page

1. Click the ⚙️ Settings icon in the top-right corner of the console.
2. Under the Library section, click Receipt template.

3. The Receipt Templates page opens. Your top-up receipt is listed under Slips and reports, with your other slips.

Create the top-up receipt

1. Under Slips and reports, click Add slip. The New Receipt Template pop-up opens.
2. Type a Template Name, for example "Store Credit Top-Up". You will pick this name later in Store Credit settings.
3. Under Template content, scroll to the end of the cards. Click Top up receipt.

4. Click Create. The editor opens with a ready-made slip.

What the receipt shows

The ready-made layout already prints:

• Your logo and a large "Top Up Receipt" heading.
• Customer and Customer tel.
• Top up amount, Gift amount and New balance. Gift amount is the bonus credit from a package.
• Paid by and Note. The note is the reference your staff type when they take the payment, such as a bank transfer reference.
• Top up date, Top up from (the counter that took it) and Served by.
• A signature line.

The Gift amount row only prints when the top-up included bonus credit. A plain top-up never shows a S$0.00 gift. The Note row only prints when the top-up has a note, so a top-up without one never shows an empty Note line. A top-up receipt you created earlier may not have the Note row.

Edit the layout

The right side of the editor has a Receipt tab and a Block tab. A block is one line or section of the slip.

1. Click the outer edge of the slip, then set Normal character per line. Choose 48 Characters (80mm) for a counter printer, or 32 Characters (58mm) for a handheld printer.
2. In the Receipt tab, check Date format, Time format and Currency display. The default follows your console preferences.
3. Click any line on the slip to edit it in the Block tab. You can change its wording, size, alignment and bold. If lines look stuck together, add space above a line with Top margin: choose 1 to 5 lines. For example, choose 1 line on the "Top Up Receipt" heading to give it room.
4. To add a line, select the block above it and click the ⊕ button. You can add your logo, text, a divider, a blank line, a signature or a PayNow QR code.

Add a PayNow QR code (Singapore only)

Add the PAYNOW QR Code (Manual) block, then set 2 options.

The QR is built from your company registration number. If none is saved, the editor warns you and the QR prints blank. Add the number under ⚙️ Settings, Administration, Company. The QR never includes bonus credit, only the money the customer pays.

Preview and save

1. Click Preview sample to see the slip with made-up top-up details. You cannot preview a real past top-up.

2. Click Save in the top right. Saving also publishes the template, so it can be chosen in Store Credit settings. Until you save it, the slip shows a Draft badge in the Slips and reports list.

Connect it to Store Credit

1. Click the ⚙️ Settings icon.
2. Under the Marketing section, click Store Credit.

3. Open Top-up receipt template and choose your template.
4. Click Save.

This is one setting for your whole business. Every counter and every POS uses the same top-up receipt.

When it prints

1. Staff take a top-up on the POS (choose the customer in the cart and tap Store Credit) or in the Console (the customer's contact → Store Credit → Top up).
2. When the payment succeeds, the slip appears on the screen with a Print receipt button. On POS Web the button sits above the slip.

3. Staff click Print receipt. The button beside it opens the receipt printer settings if the printer is not paired yet.

Example setups

• Sunshine Laundry: sells a S$100 package with S$10 bonus. Their slip shows Gift amount and New balance, so customers see the S$110 straight away.
• Fresh Home Cleaning: prints on a 58mm handheld printer, so they chose 32 Characters (58mm) and removed the signature line.
• Bag Doctor Repairs: added a PayNow QR set to No Amount, for customers who top up by bank transfer.

What your customers see

Your customers get a printed slip at the counter. It shows their name, the amount they paid, any bonus credit, their new balance, how they paid and who served them.

FAQs

Why can't I find my template in Store Credit settings?

It was made from a different card. Only templates made from the Top up receipt card appear there.

What happens if I delete the connected template?

The Store Credit setting is cleared as well. Top-ups go back to the standard slip until you connect a new template.

Does a failed print cancel the top-up?

No. The credit is added first. A printer that is off or out of paper never takes the credit back. Check the balance on the customer's profile.

Does changing the template change old top-up receipts?

No. Each receipt is saved when the top-up is made, so an old receipt you open again from the customer's history keeps the layout it had. The new layout applies from the next top-up.

Why is the PayNow QR blank?

Your company registration number is missing. Add it under Settings, Administration, Company.

What's next

Your top-up receipt is ready. Next, set up the slip your workroom staff use to track each work order. See Setting Up Your Work Order Slips.