Create or update a back-office template

Steps

1. Open Day Close → More → Templates → Add template and choose the template kind: Receipt, KOT, Voucher, Email or Report.

2. Enter Language, Template code, Template name, Subject / header and Template body. Use the displayed Available fields for supported substitutions.

3. Choose Preview and inspect the rendered subject and body. Correct missing placeholders or formatting before saving.

4. Choose Save template. To change an existing template, select its saved row, edit the fields, preview again and choose Update template.

5. Verify the saved template's kind, code and language. Saving a template is separate from sending an email, issuing a voucher or printing an operational document.