Receipts

The settings here affect what is included on circulation transactions receipts and when the receipts are printed and/or emailed.

Settings

Receipt Method

• Email - Send receipts to the patron's email address as shown on the Patrons View page.
  
  

  • Automatically/Upon Request - Determines whether the receipt is emailed automatically or upon request. If you select to email receipts automatically, a receipt is sent to the patron automatically when you start a transaction for a different patron or leave the Circulation Transactions page.
    

    • Alert if no email for patron - If you are sending receipts automatically, you can specify that you would like to be alerted when the patron does not have a valid email address on file. This lets you know that the patron will not get a receipt by email. You may want to take the opportunity to ask the patron for their email address and update your records.
      
      

• Paper - Print receipts on a connected receipt printer (see Receipt Printers for a list of compatible models) or on a standard plain paper printer.
  
  

  • Automatically/Upon Request - Determines whether the receipt is printed automatically or upon request. If you select to print receipts automatically, a receipt is printed when you start a transaction for a different patron or leave the Circulation Transactions page.
    

• Include on Receipt - Indicates which types of transactions will be included on the receipt.
  

  • Check Out - Include check out transactions.
  • Check In - Include check in transactions.
  • Renew - Include renewals.
  • Holds - Include holds.
  • Payments - Include payments.
  • On Loan - Include list of resources on loan to the patron. This is in addition to any resources that might have been checked out in the current session.
  • Patron Number - Indicates whether you want the patron number to appear on the receipt.
  • Patron Local Address - Indicates whether you want the patron's local address (if any) to appear on the receipt.
  • Item Cost - Indicates whether you want the resources's acquisition cost (if any) to appear on the receipt.
    
    

• Text at bottom of check out/renew receipts - This text will appear below the section(s) on a receipt that list resources checked out and renewed.
  

• Text at bottom of Fines section if balance due - This text will appear below the section on a receipt that shows the patron's fines if there is a balance due.