Creating Release Forms

This article will provide you with instructions on how to add Terms and Conditions to your receipts and link them to selected products.

Rafael avatar
Written by Rafael
Updated over a week ago

You have the option to include an Owner's Risk Release Form (also known as Terms & Conditions) at the bottom of your receipts, and you can assign it automatically to selected products.

This guide will walk you through the process of setting it up and attaching it to orders.

Creating a Release Form

To add a release form to your receipts or display it on the POS screen, follow these steps:

  1. Go to Settings > Hardware > Receipt Printer > Release Forms and click 'Add'.

  2. Enter a title and description in the provided text field.

  3. Select the visibility options for the release form. You can choose to display it on the 'Customer Copy', 'Store Copy', and/or 'On screen'. You can opt for all available options.

  4. Optionally, activate 'Release Form on First Order' to have the release form automatically included in the customer's initial order. Just select a previously created release form from the dropdown menu.

💡 Pro tip: If you need to modify an existing Release Form, it's a straightforward process. Simply click the Edit Pencil Icon to make changes. You can create multiple Release Forms as required.

Digital Release Form Sign on POS

Enabling the 'On Screen Sign' feature will prompt the POS to display the 'Sign Release Form' screen during the checkout process. This can be set on Settings > Hardware > Receipt Printer > Release Forms > Release Form on First Order.

Customers can agree to the terms by signing directly on this screen using either the mouse cursor (for computers) or touchscreen functionality (on devices like tablets and iPads).

Adding Release Forms to Receipts

  1. To include a release form with an order, go to the bottom of the New Order page and click the upwards-facing arrow. When you select the 'No release form' option, a dropdown list of release forms will be displayed.

  2. Choose the release form that corresponds to your order’s requirements.

  3. This will be reflected in the printed receipt.

Assigning Release Forms to Products

You can link a release form to a specific product, ensuring that the form is automatically included with an order when that product is selected. This provides a clear disclosure to protect your business in case of any issues with the item.

👉 For example, you might want to attach a release form whenever handling delicate items like wedding dresses.

To assign Release Forms to specific products, please follow these steps:

  1. Once you've created the release form (as outlined here), go to the Products page.

  2. On the Products page, choose the product you want to associate with the release form, and under 'Release Form', use the dropdown menu to assign the product to the release form.

  3. The release form will then be automatically linked to the product.

Enabling Release Forms on Digital Receipts

To activate the inclusion of release forms in digital receipts, follow these steps:

  1. Go to Settings > Admin > Notifications > Email/SMS.

  2. Select whether you prefer the release forms to be sent digitally via Email or SMS by toggling the option 'Send Link to Digital Receipt'.

💡 Tip

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Explore our Help Center articles for answers. Contact us if you need further assistance.

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