To find the customer receipt templates in Magento, navigate to the backend and go to Stores > Configuration > Sales > Sales Emails. Here, you will see the options for email templates related to various sales documents, including invoices and receipts.
Once in the Sales Emails section, scroll down to the Invoice settings. You’ll find a dropdown menu that allows you to select the appropriate template for customer receipts. If you don’t see the template you need, you may have to create a custom one or modify an existing template.
Magento uses a flexible templating system for email content. By accessing System > Transactional Emails, you can edit and configure the receipt templates to fit your store’s branding and information. If necessary, consider customizing the HTML structure to include specific data or design elements for a more personalized customer experience.
Here is a detailed plan for an informational article on “Where are customer receipt templates in Magento” in HTML format with three specific headings:
1. Locate Magento Customer Receipt Templates in the Admin Panel
To find the customer receipt templates in Magento, navigate to the Admin Panel and select ‘Stores’ from the main menu. Then, go to ‘Configuration’ under ‘Settings’. In the ‘Sales’ section, you will find the ‘Sales Emails’ settings. From there, you can modify the receipt templates used for customer transactions.
2. Accessing the Template Files in the Magento File System
The physical files for customer receipt templates are located in the Magento file system. Navigate to the following directory: app/design/frontend/[Vendor]/[Theme]/Magento_Sales/templates/email. Here, you will find the default receipt templates that control the email layout and content sent to customers.
3. Customizing the Receipt Template
Once you’ve located the templates, you can customize them by modifying the .phtml files in the aforementioned directory. Ensure that any changes made align with your store’s branding and transaction details. You can also use the email template editor in the Admin Panel for easier adjustments to text, images, and overall design.
- Locating the Default Receipt Template Files in Magento
The default receipt template files in Magento can be found in the following directory:
app/design/frontend/[Vendor]/[theme]/Magento_Sales/templates/order
Here, you will find files like print.phtml
and other related templates that control the layout and style of customer receipts. You can customize these files to modify the appearance and structure of the receipt.
For a deeper level of customization, Magento also offers the ability to override default templates by creating custom templates in your theme’s directory. Make sure to check if your theme already includes a custom receipt template before editing the default one.
If you’re looking for a more detailed structure, check the base theme directory, which is located at:
vendor/magento/module-sales/view/frontend/templates/order
These templates are part of the Magento core and will serve as the fallback if your theme does not include customized versions.
To modify the customer receipt template in Magento, follow these steps:
- Access the admin panel and navigate to Stores > Configuration.
- Under the Sales section, select Sales Emails.
- Find the “New Order” email template settings. Here you can choose the template you want to modify.
- Click the Edit button next to the template you want to customize.
- Use the editor to change the HTML and the variables to fit your store’s branding and needs. You can insert Magento variables like {{var order.increment_id}} or {{var customer.name}} to dynamically display order or customer information.
- If the template includes custom CSS, adjust it accordingly to match your design preferences.
- After making changes, click Save to apply the new template.
If you prefer more complex customizations, consider creating a custom template file. You can find these files in the following directory: app/design/frontend/{Vendor}/{Theme}/template/email. Create a new template file based on the existing one or develop a completely new layout to meet your requirements.
After modifying the template, always test it by placing a test order to ensure the changes reflect correctly in the receipt email.
Use clear, concise formatting to enhance readability. Include only necessary transaction details such as items purchased, total amount, and date of purchase. Ensure all text is legible, with a font size and type that’s easy on the eyes, especially for mobile users. Keep your template design simple and aligned with your brand’s visual identity.
Incorporate dynamic fields like customer name, order number, and payment method. This creates a personalized experience and ensures accuracy. Test all dynamic fields to verify they pull the correct data before implementing them in a live environment.
Optimize for mobile devices. Many customers access receipts from their phones, so ensure that your template is responsive and adapts well to various screen sizes. Avoid cluttering the receipt with unnecessary graphics or content that might distract from the key details.
Consider including a feedback link or survey at the bottom of the receipt. It provides customers an easy way to share their experience, while also helping you gather valuable insights for improving your services.
Keep your custom receipt templates secure. Sensitive information such as payment details should be handled with encryption to prevent unauthorized access. Ensure that your templates follow PCI-DSS compliance requirements to protect customer data.
Each heading focuses on a practical, specific aspect of finding and modifying receipt templates, ensuring that readers can follow actionable steps based on their needs.
To locate the customer receipt templates in Magento, go to the Admin Panel and navigate to Stores > Configuration. From there, select Sales under the Sales section. Click on “Sales Emails” and you will see various email templates listed, including the customer receipt template.
If you want to customize the template, you can directly edit the HTML code of the email. Navigate to Marketing > Email Templates, then click “Add New Template.” In this section, you can modify the design and content based on your preferences. Make sure to save the changes and assign the template to the appropriate store view to make it active.
For advanced customizations, it’s possible to add dynamic variables to the template to reflect specific order information, such as the customer’s name, order details, or shipping address. Magento provides predefined variables like {{var order.getCustomerName()}} to display relevant order data in the receipt.
If you are not comfortable with editing code directly, consider using a third-party extension. Many Magento extensions offer easy-to-use interfaces for modifying receipt templates, with drag-and-drop features that make it easier to design custom receipts without coding knowledge.