The settings here affect what is included on circulation transactions receipts and when the receipts are printed and/or emailed.
Settings
Receipt Method
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Email - Send receipts to the patron's email address as shown on the Patrons View page.
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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.
- 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.
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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.
- 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.
- Compatible Printer - You can print receipts either on specific printers that are designed specificially for printing receipts (see Receipt Printers for a list of compatible models) or on a standard plain paper printer.
- Windows or Mac OS - Receipt printing is supported on Windows and Mac OS only. It is not currently supported on other devices such as iPads and Chromebooks.
- Printer Drivers - The printer's driver must be installed on each computer. See your printer's documentation for instructions on how to install the printer.
- Printing Support App - Surpass Cloud requires that a small app, called JSPrintManager, be installed on each computer where you will print receipts. It will offer to download this app for you if it is not installed.
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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.
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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.
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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.