Order Document Settings

All Plans

The Order Documents Settings page allows you to configure how your order summaries and agreements (formerly receipts and sales agreements) appear to customers. These documents are essential for presenting professional order information and payment details.

Contents

• Terminology Changes
• General Document Settings
• Order Summary Configuration
  • Header and Footer Content
  • Fields and Sections to Display
• Agreement Configuration
  • Agreement Fields to Display
• Simplified Receipt Option
• Document Generation
• Document Saving and Signing
• Payment Receipts
• Best Practices

Terminology Changes

CloudBridal has updated the terminology used for order documents to better reflect their purpose:

• Order Documents: The overall package of documents related to an order
• Order Summary (formerly Receipt): A comprehensive document showing order details, balance due, payments to date, etc.
• Agreement (formerly Sales Agreement): A contractual document that can serve various purposes (sales agreements, pickup agreements, rental agreements, etc.)
• Payment Receipt: A new document specifically acknowledging a payment transaction

General Document Settings

• Display Logo Instead of Business Name: Show your uploaded logo in document headers
• Display Inventory Item Image When Possible: Include item images on documents (if uploaded)
• Display Prices: Toggle all price information on/off (useful for creating vendor copies without pricing)

Order Summary Configuration

Header and Footer Content

• Order Summary Header Text: Custom text at the top of the document
• Order Summary Footer Text: Custom text at the bottom of the document
• Terms & Conditions Text: Agreement terms on a separate page with signature field

Fields and Sections to Display

Control exactly which fields appear on order summaries:

• Customer Information: Name, contact details, event date
• Order Details: Order number, date of sale, sales associate
• Vendor Information: Show/hide vendor names
• Order Numbers: Show/hide order number field
• Dates: Configure which dates appear (date of sale, expected arrival, etc.)
• Payment Information: Show/hide payment history and balance
• Customer Sales Associate: Display the staff member who assisted
• Venue and Season: Show venue and season for prom registry items

Agreement Configuration

Agreements have separate settings from order summaries:

• Agreement Header Text: Custom text for agreement documents
• Agreement Footer Text: Custom text at the bottom of agreements

Agreement Fields to Display

Select which fields to include in agreements:

• Order Information: Details about the items ordered
• Payment Schedule: Expected payment timeline
• Terms and Conditions: Legal terms and policies
• Signature Area: Space for customer signatures

Simplified Receipt Option

When generating a receipt/agreement after creating a new order, there's a new Simplify Receipt for Initial Signing option which:

• Hides payment details not needed for initial signing
• Focuses on order details and terms
• Streamlines the document for faster signing

This option is automatically selected after entering a new order but can be toggled as needed.

Document Generation

Order documents can be generated in several ways:

1. From the Customer Profile: In the Overview tab, click "Generate Receipt/Agreement"
2. After Order Creation: You're prompted to generate documents
3. From the Order Details: Click the document generation button

Document Saving and Signing

Documents can now be:

• Saved to the Customer Profile: Without requiring e-signature
• Sent for E-Signature: Via email or direct signing in the pop-up
• E-Signed Directly: In the dialog without opening a new tab
• Multi-Order Documents: Generate a single document for multiple orders (if not using smart fields)

Payment Receipts

In addition to order summaries and agreements, you can now generate dedicated payment receipts:

1. Process a payment through Stripe or mark a payment as paid
2. Choose to send a payment receipt via email, SMS, or print
3. The receipt includes payment-specific details like amount, method, and transaction ID

Best Practices

• Customize Headers and Footers: Add your store policies and important information
• Include Terms and Conditions: Clearly outline your store's policies regarding alterations, special orders, and payments
• Use Consistent Branding: Ensure your logo and styling match your overall brand
• Review Documents Regularly: Update terms and language to reflect current practices
• Include Contact Information: Make it easy for customers to reach you with questions