Easily add an Owner’s Risk Release Form (Terms & Conditions) to receipts and automatically assign it to specific products. This guide walks you through setting up and managing release forms.
Creating a Release Form
To include a release form on receipts or display it on the POS screen, follow these steps:
Go to Settings → Hardware → Receipt Printer → Release Forms and click Add.
Enter a Title and Description in the provided fields.
Choose where to display it:
Customer Copy (printed receipt)
Store Copy
On-Screen (POS display)
Optional: Enable ‘Release Form on First Order’ to automatically include the release form in a customer’s first order.
Press Submit to save your changes.
🪄 Tip: To edit an existing release form, click the Edit (pencil) icon. You can create multiple release forms as needed.
Digital Release Form Sign on POS
By enabling ‘On-Screen Sign’, the POS will prompt a ‘Sign Release Form’ screen during checkout.
Go to Settings → Hardware → Receipt Printer → Release Forms → Release Form on First Order to enable it.
Customers can sign the form directly on-screen using:
A mouse cursor (on a computer).
Touchscreen functionality (on tablets and iPads).
Adding Release Forms to Receipts
To manually include a release form with an order:
On the New Order page, scroll down and click the upward-facing arrow.
Click the dropdown under ‘No release form’ to view available release forms.
Select the appropriate release form for the order.
📌 The release form will automatically appear on the printed receipt.
Assigning Release Forms to Products
Automatically attach a release form to specific products, ensuring customers are informed about potential risks.
Example: Assign a release form for delicate items like wedding dresses or specialty garments.
Steps to Assign a Release Form to a Product
Create the release form (as outlined above).
Go to Settings → Products.
Select the product you want to link to the release form.
Under ‘Release Form’, use the dropdown to assign the form.
🛠️ Once linked, the release form will automatically be included with that product’s order.
Enabling Release Forms on Digital Receipts
To ensure release forms are included in digital receipts:
Go to Settings → Admin → Notifications → Email/SMS.
Enable ‘Send Link to Digital Receipt’ to send release forms via Email, SMS, or WhatsApp.
📌 This ensures customers receive the release form even if they opt for digital receipts instead of printed ones.
🛟 Need more help?
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