16 guides · 7 topics
Templates & Notifications
Receipts, labels, emails, PDFs, and event notifications.
Topics in Templates & Notifications
Receipt
3 articlesReceipts are the slips your receipt printer prints, such as the order receipt you hand over at drop-off, the work order slip and the top-up receipt. These articles show how to set them up in Settings › Receipt template and choose which one each business unit prints.
Setting Up Your Top-Up Receipt Template
Every top-up gets a standard slip you can print. Connect your own template, and every counter prints the same receipt with your wording and logo.
Read articleSetting Up Your Order Receipt
A receipt with a wrong address or a cut-off price column prints for every customer until someone notices. Set it up and test it once, before the busy hours.
Read articleSetting Up Your Work Order Slips
Staff guess which items need pressing or stitching because the job notes are handwritten. A printed slip with the tasks and a QR code ends the guessing.
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Label
2 articlesLabels are the stickers you print for each item or bag so it can be tracked back to its order. These articles show how to set the label size and what each line prints in Settings › Label Template, and choose which label each business unit prints.
Setting Up Your Item Labels
A tag that prints across 2 labels, or with faint text, slows the whole workroom down. Match the label to your roll once and test it before you tag real orders.
Read articleSetting Up Your Package Labels
One bag left behind at collection means a second trip for your customer. A clear bag count on every package label stops that.
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PDFs are the invoices, receipts, quotations and monthly invoices your customers get as files. These articles show how to set their wording, dates, payment details and terms in Settings › PDF Template, and choose which one each business unit uses.
The emails, policies and notifications your customers get about their orders. These articles show how to write your emails and policies once, attach PDFs, set up the checkboxes customers tick, and choose when each message goes out by email, WhatsApp or push.
Attaching PDFs and Sending a Test Email
You change your receipt email and only find a mistake when a customer replies about it. A 1-minute test to your own inbox catches it first.
Read articleSetting Up Your Customer Emails
You fix a typo in an email, and later find every customer got the old one. Here's where each email is written, and what sends it.
Read articleSetting Up Your Policies and Customer Acknowledgements
Customers dispute a lost item and you have no proof they saw your terms? Write your terms once, show them on every email, PDF and receipt, and have customers tick to agree at collection.
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Close of Day Report
2 articlesThe Close of Day Report is the slip your staff print at the end of every business day, with the day's sales, payments and outstanding balance. These articles cover what the report shows, how to set up its print layout, and how to add the Close of Day steps and the report to your POS app's Daily Sales.
Cards
4 articlesOrder, contact, item, work order, task and job cards, and where staff see them.
Introduction to Cards
Counter staff opening every contact to check for a no-starch request? A card puts that note right under the customer's name.
Read articleCreating Your First Card
Staff opening every customer at the counter to check their phone number or notes? Make a contact card once, and those details show under the customer's name the moment staff pick them.
Read articleSetting Up Work Order and Task Cards
Staff open every work order to check who stitched a bag or when it's due. Set up a work order card and a task card, and it all shows on the order.
Read articleChoosing Which Card Each Page Shows
Made a card but your counter still looks the same? Pick it on each page that should show it, publish, and your staff and drivers see it straight away.
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Customer Notifications
1 articlesThe emails, WhatsApp messages and app pushes your customers get automatically when their order is paid, ready or completed. Set them up in Settings › Customer Notifications.