SAKU Receipts: How to set up your documents

This article explains how to set the company name, address, logo, stamp and colors shown on receipts and other documents, and which items are printed on them. Whatever you enter shows up right away in the preview on the right. If you follow the steps in order, you can set everything up even if it's your first time.

In this article

• How to read the Settings page and how to save
• How to fill in the company name, company information, invoice registration number and remarks
• How to choose the theme color and text color
• How to add a company logo and company stamp, and set the logo size and alignment
• Settings for customer addresses and prices on delivery notes
• Settings for document contents (dates, payment method, spacing and lead text)
• How to use the preview, and what appears on documents

Where to go: Shopify admin → Apps → "SAKU Receipt" → "Settings" in the left menu

The overall flow

First, here is how your settings end up on your customers' documents.

1. On the "Settings" page of "SAKU Receipt", you enter your company name, logo, colors and so on.
2. As you type, the "Preview" on the right updates right away, so you can adjust while you look.
3. Press "Save" at the top of the screen to save your settings.
4. After that, the receipts, invoices, delivery notes and quotes your customers open use these settings.

To make this happen, you'll set things up in these steps.

1. Open the Settings page
2. Enter your company information
3. Choose your colors
4. Add your company logo and company stamp
5. Choose customer address and delivery note price options (if needed)
6. Choose the document contents
7. Check the preview
8. Save

What you need before you start

• SAKU Receipt (already installed)
• The company name, address, phone number and email address you want to show on documents (and your invoice registration number if you are a registered taxable business in Japan)
• If you want them, your company logo and company stamp images (PNG, JPG or WEBP)

You can complete the setup without a logo or stamp.

1️⃣ Open the Settings page

① In the Shopify admin, open the app "SAKU Receipt".
It is listed under "Apps" in the left menu.

② Click "Settings" in the left menu.
The page uses the full width of the screen, with the input fields on the left and the "Preview" on the right, in a 2:3 ratio (on narrow screens, they are stacked).

③ Get to know the page.
The fields on the left appear in this order, from top to bottom:

Theme Settings → Company Information → Remarks → Color Settings → Image Settings → Customer addresses → Prices on delivery notes → Document contents → Issued tag (Pro plan) → Receipt issue limit (Pro plan) → Custom CSS (Pro plan) → Hydrogen store (Hydrogen plan only)

Note: "Theme Settings" at the very top of the left side is for adding print buttons. You don't need it here (see "How to add a receipt button to the order status page (customer account page)").

Note: on some store plans, "Add to Theme" is not shown. In that case, follow the "Setup Guide" steps and add the blocks from "Settings" → "Checkout" in Shopify.

When the "Settings" page opens, with the fields on the left and the "Preview" on the right, step 1 is done.

2️⃣ Enter your company information

① Find the "Company Information" section on the left.
It is the first section after "Theme Settings".

② Fill in the following fields.

Example (company information):
1-2-3 Jingumae, Shibuya-ku, Tokyo 150-0001
TEL: 03-1234-5678
MAIL: info@example.com

③ Look at the "Preview" on the right.
When what you typed appears at the top right of the document right away, step 2 is done. Nothing is saved yet (you save in step 8).

[If you leave the company information empty] The billing address, phone number ("TEL: …") and email address ("MAIL: …") registered in Shopify are added to documents automatically. The address is shown on one line, and if your store address includes a company name, that name appears on the line after the address.

[If you enter even one character in the company information] The automatic details are no longer shown. Enter your address, phone number and other details there as well.

If the invoice registration number isn't in the right format, "Couldn't save: the registration number format is invalid" appears and nothing is saved.

If you previously wrote your invoice registration number in "Company Information"
You can leave it as it is. Your documents look the same as before. The "Invoice registration number (Japan)" field is just a separate field to make things clearer.

If you move it to the dedicated field, delete the number from "Company Information". If it's in both, the registration number appears twice on documents.

On the Pro plan, the lower part of the "Remarks" section, "More remarks features (Pro plan)", lets you set remarks for each document and replace or add remarks by payment method or tag. For details, see "How to change remarks by payment method or tag (remarks for each document)".

If your store has more than one language, an "Editing language" selector appears in "Company Information". For how to enter details for each language, see "How to set up English receipts and company information in multiple languages".

3️⃣ Choose your colors

① Scroll down the left side and open "Color Settings".
It says "Set theme colors used in receipts." A color palette is on the left, with an input field to its right.

② Choose your colors.

• "Theme Color": the color of the heading bars and similar parts of documents. Choose it from the palette, or type it into the field to the right of the palette in HEX format, such as "#000000" ("#" followed by 6 letters or digits). The default is "#000000" (black). If the format is wrong, "Please enter a valid hex color (e.g. #000000)" appears.
• "Text Color for Colored Background": below the HEX field. This is the color of text shown on top of the theme color. Choose "White" (the default) or "Black". If you pick a light theme color, choose "Black".

③ Look at the "Preview" on the right.
When the heading bars and their text change color and the text is easy to read, step 3 is done.

If your store has more than one language and you've selected a language other than the primary language under "Editing language", a "Use different colors for this language" checkbox appears. Tick it to use different colors for that language only. Untick it to go back to the primary language's settings (changing a color value makes it specific to that language automatically).

4️⃣ Add your company logo and company stamp

① Open "Image Settings".
It is below "Color Settings" (the lower part of the image above). It says "Configure logo and stamp images." "Company Logo" and "Company Stamp" sit side by side, each with the note "Upload images in PNG, JPG, or WEBP format".

• "Company Logo": shown above the company name.
• "Company Stamp": shown behind the company address. If it overlaps the text and is hard to read, upload a version of the stamp in a slightly lighter color.

If your store has more than one language and you've selected a language other than the primary language under "Editing language", a "Use different images for this language" checkbox appears. Tick it to use a different logo and stamp for that language only. Untick it to go back to the primary language's images.

② Press "Choose image".
The image picker opens (its heading is "Company Logo" or "Company Stamp").

③ Choose an image.

• New image: drop an image into the "Drop an image here or choose a file" area, or click it to choose a file. Uploaded images are also added to "Content" → "Files" in the Shopify admin.
• Existing image: choose one from "Images in Shopify". Images are shown 24 at a time, newest first, and you can press "Load more" to see more.

④ Press "Use this image" at the bottom right.
You can't press it until an image is selected. To stop, press "Cancel".

⑤ Choose how the logo looks.
Below "Company Logo" are two options that change how the logo looks (shared across all languages).

• "Logo size": choose from "Auto (standard)" (the default), "30% width", "50% width", "80% width" and "100% width". The width is a percentage of the company information area on the document.
• "Logo alignment": choose from "Left" (the default), "Center" and "Right".

The selected image is shown as a thumbnail. When the logo and stamp appear in the preview, step 4 is done. Press the "×" ("Remove image") at the top right of the image to remove it.

These are the messages you may see around images:

You can create a digital stamp with services like these (Japanese-language sites):
Canva (free option available): https://www.canva.com/ja_jp/denshi-inkan/templates/
Sirusi (stylish digital seals): https://www.sirusi.jp/series/issue/
Hanko Mori (from 500 yen): https://hankomori.com/digitalseal/

5️⃣ Choose customer address and delivery note price options (if needed)

① Open "Customer addresses" and "Prices on delivery notes" below "Image Settings".
Both are off by default. Tick them only when you need them.

② Tick the options you need.

• "Customer addresses": shows the shipping address on delivery notes and the billing address on invoices. For details, see "How to show customer addresses on delivery notes and invoices".
• "Prices on delivery notes": shows only item names and quantities on delivery notes. For details, see "How to make delivery notes without prices (item names and quantities only)".

③ If you don't need them, leave them as they are.
When a ticked option shows up in the preview, you're done (switch "Document type" to "Delivery Note" or "Invoice" to check).

6️⃣ Choose the document contents

① Open "Document contents".
It is below "Prices on delivery notes". It says "Choose what to print on documents." The checkboxes are in the same order as the items printed at the top right of documents.

The red boxes show the "Document contents" checkboxes, the "Space above company details" slider and the "Document lead text" fields.

② Tick the items you want printed.

• "Print the transaction date" (on by default): prints the order date as the transaction date (not on quotes).
• "Print the payment date" (on by default): prints the day payment was confirmed. For manual payments such as bank transfers, it is shown as the payment confirmation date (not on quotes or on delivery notes without prices).
• "Print the date issued on receipts" (off by default): prints the day the receipt was issued, below the transaction and payment dates.
• "Print the payment method on receipts" (off by default): prints a line such as "Payment method: Bank transfer". You can check the exact names that are printed under "Payment method names" on the app's "Help" page.

③ Set the spacing and lead text.

• "Space above company details": adds space between the dates at the top right and the logo or company name. Adjust it with the slider between 0 and 80px, for example when only a few dates are printed.
• "Document lead text": the sentence shown under the recipient name. You can enter it separately for "Receipt", "Invoice", "Delivery Note" and "Quotation". When empty, the standard text (shown faintly in the field) is used. On multi-language stores, switch the "Editing language" to set it for each language.

When the dates, spacing and lead text in the preview change as you entered them, step 6 is done.

7️⃣ Check the preview

① Look at the "Preview" on the right.
It updates as you type, even before you save, so you can see how your documents will look.

② Switch "Document type".
Switch between "Receipt", "Invoice", "Delivery Note" and "Quotation" and check each one (the default is "Receipt"). The preview uses a sample order (customer Taro Yamada, total ¥6,000, and so on).

③ Change "Display size" if you need to.
Next to "Document type", "Display size" lets you choose "Show whole page" (the default, which fits the whole document to the screen height) or "Fit to width" (fills the frame width, for checking small details).

The preview is shown in A4 pages. If a document doesn't fit on one page, it is split into pages and "This prints on {count} pages." appears, with the actual number of pages.

When the documents look the way you want, step 7 is done.

8️⃣ Save

① Look at the save bar at the top of the screen.
When you change something, a bar (the save bar) appears, with "Discard" and "Save" buttons.

The red box shows the save bar. The change is already reflected in the preview on the right.

② Press "Save".
"Settings saved" appears, and your settings are saved. Press "Discard" to go back to what was last saved.

③ When "Settings saved" appears, you're done.
From now on, the documents your customers open use these settings.

Note: choosing an image alone does not save it. Always press "Save" in the save bar.

You can review your settings on this "Settings" page at any time. Issued documents themselves are not stored in the app. When you need one again, open it from "Orders" and print it again.

Pro plan settings

"More remarks features", "Issued tag", "Receipt issue limit" and "Custom CSS" are Pro and Hydrogen plan features. On the Basic plan, they are greyed out and can't be used. For how to use them, see these articles:

• "How to change remarks by payment method or tag (remarks for each document)"
• "How to let customers add a note to the remarks on documents"
• "How to tag orders when a receipt is issued (issued tag)"
• "How to limit how many times a receipt can be issued and print 'Reissued'"
• "How to adjust the look of documents with custom CSS"

How documents look after setup

The company logo, company name, company information, registration number and company stamp appear at the top right of documents. At the bottom is the "Remarks" box, which shows your remarks.

The following is added to documents automatically. For more about what's on documents, see "What appears on receipts (invoice registration numbers, reduced tax rates and payment dates)".

• Lead text: Receipt "We hereby acknowledge receipt of the following:", Invoice "We hereby request payment for the following:", Delivery note "We hereby deliver the following items:", Quote "We hereby quote the following:" (you can change these under "Document lead text" in "Document contents")
• Recipient name: by default, the customer's name (followed by the honorific "様" on Japanese documents), or "Customer" if there is no name. You can change the recipient name when you print.
• Total, transaction date and payment date (shown as the payment confirmation date for bank transfer, cash on delivery and similar methods). You can also turn off the transaction date and payment date under "Document contents".
• On receipts, the date issued and the payment method are also printed if you turn them on under "Document contents".
• A breakdown by tax rate (items at the reduced tax rate are marked with "※")

Troubleshooting

• The company information doesn't appear, or the store address appears instead
  If the company information is empty, the store address registered in Shopify is shown automatically. Enter your company information on the Settings page and press "Save". On multi-language stores, if a language's field is empty, the primary language's content is used.
• The registration number appears twice
  It's written in both "Company Information" and "Invoice registration number (Japan)". Delete one of them.
• "Couldn't save: the registration number format is invalid" appears
  Check that the number is "T" followed by 13 digits.
• I changed a setting, but the document didn't change
  Check that you pressed "Save". If a document page is already open, reload it and check again.
• The logo or stamp doesn't appear or isn't saved
  Choosing an image with "Choose image" doesn't save it. Press "Save" in the save bar. If the upload failed, check the message and try again.