SAKU Receipts: Showing different remarks by payment method or tag (remarks for each document)

This article explains how to use different remarks for receipts, invoices, delivery notes and quotes, and how to replace them based on the order's payment method or tags. For example, you can add your bank account details only to invoices for bank transfer orders, or add a note only to receipts for business customers.

Note: this feature is available on the Pro and Hydrogen plans (you can try it for free on development stores). For details on plans, see "Pricing plans".

In this article

• How to set different remarks for each document
• How to create rules that replace or add remarks by payment method or tag
• How to check whether a rule matches your orders

Where to find it: Shopify admin → Apps → "SAKU Receipt" → "Settings" in the left menu → "More remarks features"

What you need before you start

• SAKU Receipts is installed
• The Pro or Hydrogen plan (you can try it for free on development stores)
• To use payment method or tag rules, at least one past order that has the payment method or tag you want to use as a condition (the options are taken from past orders)

Example: add bank details only to invoices for bank transfer orders

Here is the flow of this article, using one example.

1. In the rule window in 2️⃣, choose "Payment method" as the condition and pick "Bank transfer" (the name you gave in Shopify's manual payment methods).
2. For the action, choose "Insert after the default remarks".
3. In the remarks content, enter your bank details (your own account information) and click "Save".
4. In the rule list in 3️⃣, check how many orders match.

1️⃣ Set different remarks for each document

Under "Remarks for each document" in the "More remarks features" section of the Settings page, choose a document in "Document to edit", enter text in "Remarks for this document", and click "Save". You're done when the text you entered appears in the remarks box of the preview on the right.

Example: remarks added only to the receipt. When you switch "Document to edit", the preview on the right switches to that document too.

• Documents without their own remarks keep using "Remarks for all documents", as before.
• For example, you can add a payment due date and bank details only to invoices, or return instructions only to delivery notes.

2️⃣ Create rules by payment method or tag

Under "Replace or add remarks by payment method or tag", tick "Replace or add remarks based on payment method or tags" and click "Add". In the window that opens, set the following three things and click "Save". After you save, the rule is added to the list.

1. Condition: choose "Tag" or "Payment method", then pick values from the options. If you choose several, orders that match any one of them are included.
2. Action: choose "Insert before the default remarks", "Insert after the default remarks" or "Replace the default remarks".
3. Remarks content: enter the text to insert or replace.

The rule editor. Besides picking from the options, you can type a value in or create a new tag.

• Payment method: choose from the names recorded on past orders. Manual payment methods such as bank transfer or cash on delivery are recorded with the name you gave them in Shopify under "Settings > Payments > Manual payment methods".
• Tag: choose from the tags on your orders, or use "Create a new tag" to set a tag that isn't on any order yet as the condition.
• Import from an order: enter an order number (e.g. #1001) in "Import a condition from an order" to add that order's tags and payment method to the options.

3️⃣ Check that rules match your orders

The rule list shows a count for each rule, such as "3 of the last 50 orders match". If it shows zero, check that the condition's name matches what's recorded on the orders. When you choose a rule under "Rule to apply in the preview", the preview on the right shows the remarks with that rule applied.

A newly created tag shows "No recent orders match" until you add it to an order. Use "Move up" and "Move down" to change the order of rules.

Troubleshooting

• No payment methods appear in the options
  Options are taken from past orders. After your first order comes in, click "Refresh options".
• Remarks stopped appearing after I renamed a payment method
  Orders placed after the rename no longer match a rule that uses the old name. Click "Refresh options" and choose the new name.
• I want a rule for credit card orders
  Card payments and similar are recorded under internal names such as "shopify_payments", so choose them from the options instead of typing them in.

For how to enter the remarks themselves, see "Setting up the document format".