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Summary
This article details the configuration options available when adding invoice templates to EngageIP for use.
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Once you are done unselecting the options you think you don't need, render an invoice again (by going to the account, clicking invoices tab, clicking the date of the invoice you want to render, click save without updating the date value, then load the invoice again).
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Enter a template under Setup/Branding to enable receipt printing
Install the receipt printer driver on the appropriate computers
Notice: the name of the printer must include the word "Receipt". If no installed printers contain this word then receipt printing will not be available. If multiple printers contain the word the first one found will be used (the order is not predictable)Go to AdminPortal and log in
Configure the browser to allow unsigned ActiveX controls. Under Tools/Internet Options click the Security tab and click the "Custom Level" button. Set the "Download unsigned ActiveX Controls" to "Prompt" and save the changes
Go to the Transactions tabpage
Click the security notification message at the top of the browser window
Click "Install ActiveX Control..."
When the security warning dialog comes up click the Install button
When it finishes installing the Receipt button should be available on the Payments list
You can use "Tools/Manage Add-ons..." to verify that the ReceiptPrinterControl was correctly installed
Troubleshooting
Errors On Invoice Template Save
You do not have a correctly formatted HTML document
Check for missing tags (particularly closing tags). Fully review to confirm the template is up to HTML standards
For EngageIP 8.5.22.0 or earlier: ensure the host's IIS App pool set to .Net 2.0 instead of .Net 4.x. Having the App pool set to 4 may cause reference errors as well