This document provides a step-by-step guide on how to set up a purpose-built email template for emailing receipts within the HirePOS system. Following these instructions will ensure that your receipts are sent with a consistent and professional appearance.

To create a dedicated email template for sending receipts, please follow the steps outlined below:

1. Navigate to Setup > Preferences > Email Templates & Settings.

2. Click on the Other Email Templates button located at the bottom of the page.

1. Look for an email template with the Template Name of "Receipt". If one does not exist, click the + New Email Template button, otherwise click to edit.

2. In the Template Name field, click the Standard Template Names dropdown on the far right of the field.

3. Select the Receipt option to automatically populate the Standard Template Name with the word "Receipt".

Continue to fill in the remaining fields of the email template. For further guidance, refer to the Email Templates (Overview) help guide.

When creating your receipt email template, you can utilise the following placeholders in both the Subject and Body of the email:

• {Company}

• {FirstName}

• {LastName}

• {InvoiceNo}

After populating all necessary fields in the email template, click the Save Changes button located at the bottom-right of the page. Once saved, this email template will be automatically selected when you choose to email a payment receipt.