POS-n-go - Android POS Manual

POS-n-go Android POS Manual

Templates is used to design receipts, account statements, booking confirmations, order confirmations and more.
Templates are configured in the web portal, Advanced Setup, Templates.
Template output can be sent by email or text message, depending on the template type.
To add a template select the Add button.
To make changes to an existing template select the Edit button.

You cannot delete a template but you can deselect the Active checkbox to deactivate it.
The only mandatory field for a template is the Template Name.
The Template Type drop down allows you to select the template type, such as Receipt.
The Design Template button launches the template designer.
The View Test button allows you to view a sample of what the output will look like.
Ensure that only one template is active for a particular template type.

The template designer will open in a new web browser tab.
Add design blocks from the left pane to your template.
After adding blocks that include an image select the Upload button on the image placeholder to add your image.
Only use PNG and JPG image formats for the image blocks.
Ensure that you select the Save button at the top right of the designer to save your template.
Ensure that you include the POS-n-go Details block where transaction details will be inserted.

To enable text message receipts on your device set Text Receipt Prompt to On in Basic Setup, Devices, Device Settings.
We recommend that you set Customer Phone Length to 10 in Basic Setup, Devices, Device Settings.
To send a custom message set Text Receipt Message in Advanced Setup, Account Settings.
Text message receipts can include additional features such as customer addresses, customer account balance and customer account activity.
To show the customer address set Address to On in Advanced Setup, Account Settings.
To show the billing address set Billing Address to On in Advanced Setup, Account Settings.
To show the account balance set Receipt Account Balance to On in Advanced Setup, Account Settings.
To show the customer account set Receipt Account Link to On in Advanced Setup, Account Settings.

To enable email receipts on your device set the Email Receipt Prompt to On in Basic Setup, Devices, Device Settings.
Email receipts can include additional features such as customer addresses, customer account balance, customer account activity and a PDF attachment.
To show the customer address set Address to On in Advanced Setup, Account Settings.
To show the billing address set Billing Address to On in Advanced Setup, Account Settings.
To show the account balance set Receipt Account Balance to On in Advanced Setup, Account Settings.
To show the customer account set Receipt Account Link to On in Advanced Setup, Account Settings.

To attach a PDF receipt to emails set PDF Receipt Billing Address to your business address in Advanced Setup, Account Settings.
To show additional information on the PDF receipt set PDF Receipt Header and PDF Receipt Footer in Advanced Setup, Account Settings.