Want to make sure your receipts look professional and reflect your brand? Customizing your receipts is a great way to provide a polished experience for your customers.
This guide will walk you through using Helcim’s Receipt Theme Designer so you can create receipts that are informative and uniquely yours, right from the start!
In this article
Accessing the Receipt Theme Designer
The Receipt Theme Designer is your creative hub for all things receipt-related. It lets you preview your receipt as you make changes. Here’s how to get there:
From your Helcim account, click on Payments in the main menu.
Then, select Receipt Theme Designer.
Customizing your receipt
This is where you decide what information appears on your receipts. In the Receipt Theme Designer, click the paint palette icon to open the Theme Designer side drawer. This drawer has two tabs: Content and Design.
Content
Let’s start with the Content tab. You can select different areas of the receipt to edit by clicking the respective tile in this menu. To go back to the main list of tiles from an editing screen, click the small grey back arrow.
Here’s what you can customize in the Content tab.
Logo
Upload your company logo to personalize your receipts.
| Hit browse and upload a .jpeg or .png file of your logo. For best results, use a resolution of 336 × 210 px. |
Merchant Information
Choose to show or hide your Business Name, Legal Name, Contact Information, Tax Number, and Website using the toggle buttons.
Upper Message
Add a custom message near the top of your receipt by writing in the Title and Content boxes.
Transaction Information
Decide whether to display details like the Invoice ID, Currency, Response Message, Transaction ID, Type, Date, AVS Response, CVV Response, and Approval Code by toggling the buttons.
Credit Information
Toggle on or off the visibility of the Cardholder Name, Card Number, Card Expiry, and Card Type.
| You can also enable FACTA Receipt. Selecting On for FACTA Receipt will censor the cardholder's information to align with the Fair and Accurate Credit Transactions Act, which sets rules for how credit card information can appear on receipts. |
Lower Message
Add a custom thank you message or other notes for your customers using the Title and Content text boxes at the bottom of the receipt.
| Tip: You can also quickly edit specific sections by hovering over an area on the receipt preview and clicking on the Pencil icon that appears. |
Design
Once you've got the content down, it's time to make your receipts visually appealing! In the Theme Designer side drawer (opened by the paint palette icon), click on the Design tab.
Here’s what you can play with:
Accent colors: Click the color icons to choose colors that match your branding for different sections.
Fonts: Use the drop-downs to select different fonts for the header and body text (e.g., Lato Regular or Playfair Display).
Background colors: Set different background colors for various sections of the receipt.
Text colors: Customize the color of the header and general receipt text.
As you update each area, you’ll see your changes reflected live in the preview receipt. This way, you know exactly how it will look!
Saving your receipt
Happy with your design?
Remember to click Save in the top right-hand corner to apply all your wonderful changes.
If you want to start over or go back to the original look, just click the Reset Design button.
Next steps
Now that your receipts are looking sharp, you're even closer to smoothly running your business with Helcim!
Ready to process a payment? Head over to our article: Take your first payment with Helcim to see how it's done.
After you've made some sales, you'll want to know how to keep track of them. Learn more in: View your transaction history.
FAQs
Why should I customize my receipts?
Customizing your receipts helps reinforce your brand, provides a professional touch, and ensures customers have all the necessary information about their purchase. It's a small detail that can make a big difference in customer experience!
What's the FACTA Receipt option for?
The FACTA Receipt option helps you comply with the Fair and Accurate Credit Transactions Act. It ensures that sensitive cardholder information, like full card numbers, is not displayed on the printed receipt, protecting your customers' data.
Can I change my receipt design later?
Absolutely! You can go back to the Receipt Theme Designer anytime to make updates or try a new look. Just remember to Save your changes.
What if I don't have a logo?
No problem! You can still customize all other aspects of your receipt. If you get a logo later, you can easily add it then.