Branding checks and expense invoices: how to add a logo and corporate identity to a document

In everyday retail and wholesale trade, settlement documents received by the customer (receipts, delivery notes, invoices) serve not only to record the fact of sale but also as a direct marketing tool. Entrepreneurs are interested in questions related to the visual design of these documents. How to place a store logo at the top of a receipt, how to configure the display of the price before discount and the discount percentage, how to reduce the size of the printed QR code to save receipt paper, and how to print text describing the conditions for exchanging or returning goods. This article explains in detail how to configure print forms to solve these business tasks.

Basic concepts and the current state of the issue

The visual appearance of documents in Torgsoft is configured using the built-in report generator.

• Print template — a system file that defines the structure, list of variables, and appearance of a document when printed.

• FastReport — an internal visual editor built into Torgsoft that allows users to independently drag blocks, change fonts, add images, and create the required document layout.

Step-by-step guide to document branding

The process of changing the visual style begins in Torgsoft through the Settings — Print Template Settings menu. Standard templates are displayed on the left side of the window. After selecting the required document, the user clicks the Settings... button, after which the FastReport editor opens.

1. Adding a company logo

To identify the brand on documents, entrepreneurs most often add a logo.

• In the FastReport editor window, select the "Picture" object tool on the toolbar.

• Place the cursor at the top of the document (usually the ReportTitle or PageHeader area) and click the left mouse button.

• In the dialog box, upload the prepared graphic file containing the logo saved on your computer.

• Use the mouse to resize the image to the required dimensions.

2. Typography settings: fonts and sizes

Receipt readability depends on choosing the right font.

• To change the text, select the required field (the rectangle containing the data).

• At the top of the editor window, options for selecting the font, text size, and style become available (for example, bold to highlight the total amount).

 Answer to a frequently asked question:

Entrepreneurs often ask why long product names are printed only partially or why the price wraps incorrectly. If the product name does not wrap to a second line, select the corresponding field and set the StretchMode property to smMaxHeight. If a large-format price (thousands of hryvnias with kopiykas) does not fit on narrow receipt paper (for example, 56 mm), select the price field (Memo) and reduce the font size, for example, from 8 to 7.

3. Displaying promotional offers and discounts

One of the key requests from retailers is to make the discount clear to the customer directly on the receipt.

• On the right side of the editor, there is a DB Fields (Database) tab.

• To display the original price, find the Price List Price field and drag it into the product list area (MasterData).

• To display the discount amount, add the Discount Percentage field.

• The system will automatically insert the corresponding values from the database when printing the document for each customer.

4. Information blocks: return and warranty conditions

To comply with consumer protection legislation and inform customers, store rules are often added at the bottom of the receipt (ReportSummary or Footer area).

• Using the "Text" Object tool, create a new text field.

• Enter the required information agreed with management. For example: "Goods can be returned within 14 days only if the receipt is available".

 Answer to a frequently asked question:

To reduce the overall receipt length and save paper, users often ask about QR code settings. In the FastReport editor, select the QR code object (which is printed at the end of the document by default).