POS-n-go Android POS Manual
- Email Templates is used to design receipts, account statements, booking confirmations and online order confirmations that are sent by email.
- Email Templates are configured in the web portal, Advanced Setup, Email Templates.
- To add a template select the Add button.
- To make changes to an existing template select the Edit button.
- To enable email receipts for your device set the Email Receipt Prompt to On in the General section of Basic Setup, Devices, Device Settings.
- Booking and online order confirmations will be sent automatically if the online features are used.
- You cannot delete an email 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 Account, Booking, Campaign, Order, Receipt or Sales Order.
- The Design Template button launches the template designer.
- The View Test Email button allows you to view a sample of what the email will look like.
- Ensure that only one template is active for a particular template type.
- 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 for Account, Booking, Order and Receipt templates.
- 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 on email receipts set the Address to On in the Customer section of Advanced Setup, Account Settings.
- To show the customer billing address on email receipts set the Billing Address to On in the Customer section of Advanced Setup, Account Settings.
- To show the customer account balance on email receipts set the Email Receipt Account Balance to On in the Customer section of Advanced Setup, Account Settings.
- To show a link to the customer account on email receipts set the Email Receipt Account Link to On in the Customer section of Advanced Setup, Account Settings.
- To attach a PDF receipt to the email set the PDF Receipt Billing Address to your business name and address in the Customer section of Advanced Setup, Account Settings.
- To show optional additional information on the PDF receipt set the PDF Receipt Header and PDF Receipt Footer in the Customer section of Advanced Setup, Account Settings.
