video1.0<iframe src="https://www.loom.com/embed/7bc9c97a7a9b4cd4bdc009197ab2e32e" frameborder="0" width="1410" height="1057" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>10571410Loomhttps://www.loom.com10571410https://cdn.loom.com/sessions/thumbnails/7bc9c97a7a9b4cd4bdc009197ab2e32e-49d371a00e0152d5.gif334.037This Loom explains how to add custom preset text options to the receipt, so users can quickly insert common messages into the additional notes field. It walks through using a Google sheet script with Claude or ChatGPT to generate a receipt template download, which must be re-done if the receipt is updated. After creating the template, you edit the HTML in the CRM under Sites, Forms, and the form used to send, replacing the existing instructions with the downloaded HTML and saving. The author then previews to confirm presets add, remove, and update the notes as expected.