POS-n-go Android POS Manual

Templates

  • 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.

Template Details

  • 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.

Template Designer

  • 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.

Text Message Receipt Features

  • 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.

Email Receipt Features

  • 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.

Email Receipt PDF Attachment

  • 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.