> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ecrypt.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Receipts

Ecrypt produces two distinct kinds of receipts for every transaction:

1. **Emailed receipts** — automatically (or manually) sent to the customer's email address when a transaction completes. Their layout is controlled by Ecrypt and is not customizable besides including a custom logo in Settings → Look and Feel.
2. **Printable receipts** — the version you customize in **Settings → Account Settings → Receipts**. This is the receipt that prints from a paired card terminal (e.g., end-of-transaction tape) and from the **View Receipt** action in the Transaction Detail Slide-Out when you print to a regular printer.

This guide covers both: how to view, email, and print a receipt for an individual transaction, and how to customize the printable receipt template that's used for terminal slips and dashboard print-outs.

***

## Navigation

* **View / print / email a single receipt:** open any transaction → **ACTIONS → View Receipt**
* **Customize the printable receipt template:** **Settings → Account Settings → Receipts**

***

## View Receipt (Per-Transaction)

Clicking **View Receipt** in the Transaction Detail Slide-Out opens a right-side panel with the full receipt for that transaction. The panel has three parts.

### Top — Transaction Summary

| Element        | Notes                                                                                                            |
| -------------- | ---------------------------------------------------------------------------------------------------------------- |
| Response chips | RESPONSE (e.g., APPROVED), APPROVAL CODE, CURRENCY, ENTRY MODE.                                                  |
| Amount         | The transaction amount (labeled Subscription Amount when it's a subscription payment, otherwise Payment Amount). |
| Card Number    | Masked card or account number.                                                                                   |
| Date           | Card expiration / transaction date.                                                                              |
| Brand          | Card brand logo (Visa, Mastercard, Discover, Amex) or bank icon for ACH.                                         |

### Middle — Send Receipt

A small form for emailing the receipt to a customer:

| Field         | Notes                                                                |
| ------------- | -------------------------------------------------------------------- |
| Email Address | Pre-populated with the customer's email if one is on file; editable. |
| SEND button   | Emails the receipt to the address shown.                             |

Helper text: *"Please provide a valid email address so that we can send you the receipt."*

This is the emailed-receipt path — the system-generated email layout is what the customer will get, not the customized printable template.

### Bottom — Printable Receipt Preview & Print

A scrollable preview of the printable receipt for this transaction, rendered using your customized template. At the top of the preview is a **printer icon** — clicking it sends the receipt to the browser's print dialog so you can print to any connected printer.

The preview contains, in order:

* Custom Logo (if uploaded)
* Header Lines 1–4 (free text)
* DATE, TIME
* MERCHANT (location name)
* MERCHANT ID
* TRANSACTION ID
* Transaction Type (e.g., "Credit Card Sale", "ACH Sale", "Refund")
* CARD# (masked) and ENTRY MODE (KEYED, SWIPED, etc.)
* SUBTOTAL, TAX AMOUNT, TIP AMOUNT, SURCHARGE AMOUNT, TOTAL AMOUNT
* Signature line + cardholder name
* Status (e.g., SETTLED, APPROVED, VOIDED)
* Footer Lines 1–4 (free text)

***

## Customize the Printable Receipt (Settings → Account Settings → Receipts)

Page header: "Receipts — Customize receipts sent to your customers."

The page is split into a **controls panel on the left** and a **live preview on the right**. Every change you make in the controls is reflected in the preview immediately so you can see exactly what the printed slip will look like.

### Header Lines

Four free-text fields that appear at the top of every printed receipt, above the transaction details:

| Field         | Notes                     |
| ------------- | ------------------------- |
| Header Line 1 | First line of the header. |
| Header Line 2 | Second line.              |
| Header Line 3 | Third line (optional).    |
| Header Line 4 | Fourth line (optional).   |

Above the four fields are three **alignment icons** (left / center / right). They apply to all four header lines as a group.

Common uses: business name, store address, phone number, tagline.

### Footer Lines

Four free-text fields that appear at the bottom of every printed receipt, below the signature/status:

| Field         | Notes                     |
| ------------- | ------------------------- |
| Footer Line 1 | First line of the footer. |
| Footer Line 2 | Second line.              |
| Footer Line 3 | Third line.               |
| Footer Line 4 | Fourth line.              |

A second set of alignment icons (left / center / right) above the Footer Line fields controls the alignment of all four footer lines as a group.

Common uses: cardholder agreement text, return policy reminder, "Retain this copy for your records," promotional message.

### Custom Logo

Upload your business logo to print at the very top of the receipt, above the header lines.

| Control                | Notes                                         |
| ---------------------- | --------------------------------------------- |
| Alignment icons        | Left / center / right alignment for the logo. |
| UPLOAD NEW LOGO button | Opens the file picker.                        |
| Accepted file types    | JPG or PNG.                                   |
| Max image size         | 1 MB.                                         |
| Max dimensions         | 350 × 350 pixels.                             |

### Save / Reset

At the bottom of the right-side preview:

* **SAVE** — persists your changes and applies them to every subsequent printed/terminal receipt.
* **RESET** — discards unsaved changes and reverts the controls to whatever was last saved.

***

## Live Preview Anatomy

The right-side preview always shows a representative receipt rendered with your current template. Even when no transaction is selected, the preview displays the structural sections so you can see exactly where your headers, footers, and logo will land:

| Section                                           | Source                                                         |
| ------------------------------------------------- | -------------------------------------------------------------- |
| Logo (top)                                        | Custom Logo upload.                                            |
| Header block                                      | Header Lines 1–4.                                              |
| DATE / TIME                                       | Auto-filled per transaction.                                   |
| MERCHANT / MERCHANT ID / TRANSACTION ID           | Auto-filled per transaction.                                   |
| Transaction Type                                  | "Credit Card Sale", "ACH Sale", "Refund", etc.                 |
| CARD# / ENTRY MODE                                | Auto-filled per transaction.                                   |
| SUBTOTAL / TAX AMOUNT / TIP AMOUNT / TOTAL AMOUNT | Auto-filled per transaction.                                   |
| Signature line                                    | Printed for cardholder signature; cardholder name auto-filled. |
| Status                                            | SETTLED / APPROVED / VOIDED / DECLINED, etc.                   |
| Footer block                                      | Footer Lines 1–4.                                              |

***

## Tips & Best Practices

Be deliberate about the distinction between the **emailed receipt** the customer gets in their inbox and the **printable receipt** you're customizing here. The template on this page only controls printed output — terminal tape, in-browser print, and any "Save as PDF" flow that runs off the same renderer. Customers who receive their receipt by email will see the standard Ecrypt-formatted message, not your custom header and footer. If you need branding in customer-facing emails, work with the email content separately (it's not on this page).

Use **Header Lines** for things customers want to see at a glance — business name, location, phone number, possibly a short tagline. Use **Footer Lines** for legal language and instructions: the cardholder agreement, return policy, "Retain this copy for your records." Keep both blocks short. Receipt printers often use narrow paper, and long lines will wrap or get cut off.

Upload a **Custom Logo** sized close to the maximum dimensions (350×350 pixels) but well under the 1 MB file size limit. A high-contrast monochrome (black-on-white) logo prints most cleanly on thermal receipt paper; full-color logos look great on a regular printer but can come out muddy on a tape printer.

The **alignment icons** for the header, footer, and logo are independent — you can left-align the logo, center the header lines, and left-align the footer if that's what looks right for your business. Use the live preview as your guide rather than guessing.

When you're done editing, click **SAVE** before navigating away. The **RESET** button only discards unsaved changes; it does not revert previously saved customizations. If you ever need to "start over," manually clear the fields and re-upload (or remove) the logo, then save.

Finally, remember that printable receipts pick up data from each individual transaction at print time — there's no merchant-wide preview that includes a real customer's data. The preview on this page intentionally uses placeholder values (N/A, \$0.00) so you can focus on layout. When you actually print from a transaction's View Receipt action, the live transaction data is substituted into the same template.