Building a lasting relationship with your customers is a little like dating. 👫  You want to woo them and make them fall in love with your brand. 💕  To capture their interest and their hearts, it helps to give them a sense of who and how you are. Whether your brand is bit of a goofball, 🤡 a staunch professional 👨‍💼  or an uber-cool hipster, 🤳 your customers want to get to know the real you.

Volusion gives you the ability to personalize your printable invoices, packing slips or POS receipts by adding custom content to the header and/or footer of each. That way, you can connect with them in your own unique voice, rather than saying the same generic things those other brands do!

First you’ll need to find them:

  1. Log in to your Admin Area
  2. Go to Design > Site Content
  3. Click View List
  4. Click Search
  5. Type "receipt" in the Page Name field
  6. Click the Search button

The search will locate several articles (see below for template types and location of customizable content). To edit any of them:

  1. Click the article ID number
  2. Make your content changes in the Article Body field
  3. Hit Save

Article Types & Locations of Custom Content:

ID#: 58
Spot Key: POS_Receipt_Top
Custom Content Location: Header of POS receipt

ID#: 59
Spot Key: POS_Receipt_Bottom
Custom Content Location: Footer of POS receipt 

ID#: 84
Spot Key: Receipt_Top
Custom Content Location: Header of invoice 

ID#: 85
Spot Key: Receipt_Bottom
Custom Content Location: Footer of invoice 

ID#: 86
Spot Key: PackingSlip_Top
Custom Content Location: Header of packing slip

ID#: 87
Spot Key: PackingSlip_Bottom
Custom Content Location: Footer of packing slip

⚠️  Good to know: At present, you can’t change which data values appear by default in the body of these documents or edit where the content displays. 

Summary

Customers like to know who they’re doing business with. If you think that an invoice is just a throwaway formality, you’re missing an opportunity to connect with your audience. Next time, share a bit of your personality and watch the relationship with your customers blossom! 🌼 

 

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