Documentation

Receipt template sets

Receipt template sets let you customize how receipts are formatted and displayed during checkout, printed, or sent to customers by email or text message.

You can create one or more template sets to control receipt formatting. Assign a template set as a fallback for all locations in an environment, or create override sets for specific environments or locations. Unlike parameters, receipt template sets cannot be assigned at the workstation level.

Template set assignments are evaluated and updated when the InStore colleague app is invoked.

Use sample receipt templates to help you get started.

To track changes in template set assignments or dates, see Parameter history. Content changes within an individual template are not tracked.
For details about how receipt data is displayed, see Managing and displaying receipt data.

Fallback template sets

A fallback template set is assigned at the environment level.

To create a fallback template set, do the following:

  1. In the InStore Center, select Receipt Templates.
  2. On the Receipt Template Sets page, click Add Template Set.
  3. On the Edit Template Set page, complete the following fields in the Template Set pane:
    • Template Set Name: a short, recognizable name (for example, Environment Fallback).
    • Template Set Description: a brief explanation of the set's purpose (for example, Fallback environment-level templates).
    • Start Date and End Date: leave blank for fallback sets.
  4. In the Templates pane, click Add Template.
  5. On the Select Templates page, move the selected template to the right, then click Add Template(s).
  6. In the Templates pane, click the edit icon to customize a template as needed.
  7. On the editable page for the selected template, make any required changes. For more information about receipt data, see Receipt data fields.
  8. Click Save Changes.
  9. Repeat steps 6–8 for each template you want to update.
  10. On the Environment page, select this set in the Template Set field and save.

Override template sets

Override template sets can be assigned to an environment or a location.

To create an override template set, do the following:

  1. In the InStore Center, select Receipt Templates.
  2. On the Template Sets page, click Add Template Set.
  3. On the Edit Template Set page, complete the following fields in the Template Set pane:
    • Template Set Name: a short, recognizable name (for example, 2024-25 Holiday Season Zone 8).
      To replace an existing set, give the new one the same name. This ensures the system applies the new version correctly. For more information, see Inheritance.
    • Template Set Description: a brief explanation of why this set is needed (for example, Sets holiday on-hand cash for all Zone 8 locations). You can create an override set that replaces the fallback set at the environment level and affects all locations.
    • Start Date: (optional), enter a date when you want this set to take effect.
      If this set is part of a series, the set with the later start date takes priority. For more information, see Inheritance.
    • End Date: (optional) enter a date when you want this set to stop taking effect. When the end date arrives, the application reverts to the fallback set if no other set has a Start Date that has taken effect. Leave blank to apply the set indefinitely.
  4. In the Templates pane, click Add Template.
  5. On the Select Templates to Add to the Set page, select only the templates that should not inherit fallback values, based on your requirements.
  6. Click Add Template(s). The Templates pane lists only the templates you selected.
  7. Click the Edit icon to change the value for each template listed.
  8. On the editable page for the selected template, make any required edits.
  9. Click Save Changes.
  10. In the settings for the Environment or for one or more Locations, select this override set and save.

Delete templates or template sets

You can delete individual templates from a set. This creates a new version of the set.

To delete a template from a set, do the following:

  1. In the InStore Center, select Receipt Templates.
  2. On the Template Sets page, find the set and click Edit in the Actions column.
  3. On the Templates pane, find the template and click Delete in the Actions column.
  4. Confirm the deletion.
You can also delete a template set. All versions of a deleted set are labeled as Deleted in parameter history.

To delete a template set, follow these steps:

  1. In the InStore Center, go to Receipt Templates.
  2. On the Template Sets page, find the set and click Delete in the Actions column.
  • Do not delete your global fallback set without having a replacement set.
  • If you delete one template set, all template sets with the same name are deleted.