Creating a New Receipt Template
This guide provides step-by-step instructions on how to create a new receipt template.
Lynda En
6 steps
28 seconds
Cascadiareceipting
Alerts & Tips
User Permissions Needed: - Cascadia Receipting User - Customize Application
You will have to contact your System Admin if you want this Tax Receipt to be set up as an automated template, or if you are using this as a replacement for an existing receipt template.
1
Prepare your Receipt Template in Microsoft Word.
This [knowledge article](https://help.cascadiareceipting.com/kb_articles/edit-a-tax-receipt-template/) outlines key considerations and best practices to help you create a receipt template that looks exactly the way you want.
Guide
2
Go to Receipt Templates
3
Click "New"
4
Add a name for your template in the "Template Name" field.
5
Click "Save"
6
Go to the "Files" section to upload your word doc as your new receipt template
Creating a New Receipt Template
This guide provides step-by-step instructions on how to create a new receipt template.
Lynda En
6 steps
28 seconds
Cascadiareceipting
Alerts & Tips
User Permissions Needed: - Cascadia Receipting User - Customize Application
You will have to contact your System Admin if you want this Tax Receipt to be set up as an automated template, or if you are using this as a replacement for an existing receipt template.
1
Prepare your Receipt Template in Microsoft Word.
This [knowledge article](https://help.cascadiareceipting.com/kb_articles/edit-a-tax-receipt-template/) outlines key considerations and best practices to help you create a receipt template that looks exactly the way you want.
Guide
2
Go to Receipt Templates
3
Click "New"
4
Add a name for your template in the "Template Name" field.
5
Click "Save"
6
Go to the "Files" section to upload your word doc as your new receipt template
