How to manage documents and templates in Mews POS

Documents & Templates in Mews POS is where you shape the look and content of the receipts, invoices, kitchen tickets, and reports your business produces every day. As an admin user, you use the Documents & Templates section of Customer Settings to customize the store name, headers, footers, logo, and other content across each document type, from printed guest receipts to online receipts. You do this when you set up your account for the first time, when your branding changes, or when you want to adjust what appears on specific document types, from the POS back office. This keeps your documents consistent, accurate, and aligned with your brand.

 

Note: Documents & Templates settings are only visible to users with the Admin role. Non-admin users cannot access this section.

 

In this article, you can learn about:

• How to access Documents & Templates
• General tab
• Invoice tab
• Kitchen tab
• Order summary tab
• Order stub tab
• Daily report tab
• Web tab
• Saving your changes

 

How to access Documents & Templates

1. Open the POS back office and go to Settings in the left navigation.

2. Select Documents and templates.

The section has seven tabs: General, Invoice, Kitchen, Order summary, Order stub, Daily report, and Web. Each tab shows a live preview of the document alongside the fields you can edit, so you can see your changes before you save them.

 

General tab

Use the General tab to set the default content shown across your receipts.

Apply to all

Turn on Apply to all before saving to copy your Store name, Header, and Footer to every other tab that supports those fields, for example, Invoice, Order summary, Order stub, and Daily report where applicable. This is the fastest way to keep your documents consistent. Each tab only picks up the fields it actually uses. For example, Daily report only takes the Store name. Logo is not included in Apply to all, since not every document type displays one.

 

Invoice tab

Use this tab to customize the invoice given to guests.

Kitchen tab

Use this tab to control how kitchen tickets are printed. Kitchen tickets don't support store name, header, footer, or logo. Instead, you can configure:

Order summary tab

Use this tab to customize the order summary handed to guests during service.

Order stub tab

Use this tab to customize the order stub (a shortened receipt, typically used for bar or quick-service orders).

The Order stub tab doesn't include a Header field.

 

 

Daily report tab

Use this tab to customize the end-of-day report.

The Daily report tab only supports Store name. Header, Footer, and Logo aren't available for this document.

 

 

Web tab

Use the Web tab (shown as Online receipt configuration) to customize receipts sent to guests online.

Saving your changes

Each tab is saved independently. After editing a tab, check the live preview to confirm the document looks the way you expect, then click Save to apply your changes.

 

Note: If you navigate away from a tab with unsaved changes, you are prompted to save or discard them before the tab switches.

 

You can now customize the content and layout of the documents and receipts your customers see across print and online formats in Mews POS.