Receipts and Notice Configuration

The Receipts and Notice Configuration function lets you specify the font and font size for receipts and notices, and create and maintain the header and footer included on all “transaction” receipts generated in the Circulation module. You may also enable and configure the optional Value Calculator.

The Value Calculator allows libraries to add a message at the bottom of checkout receipts that shows their value to the community by displaying the dollar value of the items that were checked out.

To edit receipts text:

From the Circ Admin menu, select Receipts and Notice Configuration.
- The Receipts and Notice Configuration screen displays.
Select the location for which you wish to edit transaction receipts text from the Select a Location menu.
- The Select a Location menu lists all currently defined locations for your system.
- The Home Location for your user account is initially selected by default.
Use the Include Value Calculator on receipt checkbox to enable or disable inclusion of the Value Calculator on checkout receipts printed through the Circulation module.
- A checkmark indicates the Value Calculator will be included on checkout receipts.
- An empty checkbox indicates the Value Calculator will not be included on checkout receipts.
- Clicking the checkbox repeatedly will toggle it on and off.
Use the Apply to ALL locations checkbox to indicate whether the Value Calculator will be enabled for the currently selected location only or for all locations defined for your system.
- A checkmark indicates the Value Calculator will be enabled for all locations defined for your system.
- An empty checkbox indicates the Value Calculator will be enabled for the currently selected location only.
- Clicking the checkbox repeatedly will toggle it on and off.
Use the Use Generic Text Printer Driver checkbox to select the printer driver to be used when printing receipts from within the Circulation Module.
- A checkmark indicates the “generic” printer driver will be used when printing receipts from within the Circulation module.
- An empty checkbox indicates the AG Print Client printer driver will be used when printing receipts from within the Circulation module.
- Clicking the checkbox repeatedly will toggle it on and off.
When the Use Generic Text Printer Driver checkbox is selected, options specified for receipt font and size selections and receipt graphics are disabled.
Use the Receipt: options to set the font and size selections for the receipt header, section headings and text, to enable or disable duplicate receipt printing, and to include a transaction number on payment receipts:
- Select the desired font, font size and font style for the receipt header from the Receipt Header menus.
  Receipt Header font, size and style selections apply to In Transit and Hold/Pickup Receipts only.
- Select the desired font, font size and font style for the receipt section headings from the Receipt Section Headings menus.
- Select the desired font and font size for receipt text from the Receipt Text menus.
- Use the Print duplicate fine/fee payment receipts checkbox to enable printing of duplicate fine/fee payment receipts.
  Print duplicate fine/fee payment receipts is generally enabled when a library wishes to retain a copy of payment receipts for auditing purposes.
  - A checkmark indicates duplicate fine/fee payment receipts will be printed.
  - An empty checkbox indicates duplicate fine/fee payment receipts will not be printed.
  - Clicking the checkbox repeatedly will toggle it on and off.
- Use the Include transaction number on payment receipts checkbox to include a transaction number on fine/fee payment receipts.
  - A checkmark indicates a transaction number will be included on fine/fee payment receipts.
  - An empty checkbox indicates a transaction number will not be included on fine/fee payment receipts.
  - Clicking the checkbox repeatedly will toggle it on and off.
Use the Email Font and Size Selection options to set the font and size selections for email text:
The Email Font and Size Selection options are applied to all locations.
- Select the desired font and font size for email text from the Email Text menus.
Select the desired format for the receipt from the Select Hold Receipt Format menu; Default, With Patron Barcode Only, With Item Barcode Only, With Patron and Item Barcode or Public Hold Slips.
If Public Hold Slips is selected, configure the content for the hold slips as follows:
- Public Hold Slips include the Patron last name (first 4 characters), Patron barcode (last 4 characters), Date on hold shelf, and Hold expiration date by default.
- Use the Item title checkbox to indicate whether or not the item title should be included on the hold slip:
  - A checkmark indicates the item title will be included on the hold slip.
  - An empty checkbox indicates the item title will not be included on the hold slip.
  - Clicking the checkbox repeatedly will toggle it on and off.
- Use the Item barcode checkbox to indicate whether or not the item barcode should be included on the hold slip:
  - A checkmark indicates the item barcode will be included on the hold slip.
  - An empty checkbox indicates the item barcode will not be included on the hold slip.
  - Clicking the checkbox repeatedly will toggle it on and off.
- Use the Patron phone number checkbox to indicate whether or not the patron’s phone number should be included on the hold slip:
  - A checkmark indicates the patron’s phone number will be included on the hold slip.
  - An empty checkbox indicates the patron’s phone number will not be included on the hold slip.
  - Clicking the checkbox repeatedly will toggle it on and off.
- Select the desired paper orientation for the hold slip from the Paper orientation menu; Horizontal or Vertical.
- Select the desired font size for hold slip text from the Font size menu.
- Use the Bold checkbox to indicate whether or not hold slip text should be printed in bold font face.
  - A checkmark indicates hold slip text will be printed in bold font face.
  - An empty checkbox indicates hold slip text will not be printed in bold font face.
  - Clicking the checkbox repeatedly will toggle it on and off.
Enter or edit the subject line for the receipt (when sent via email) in the Checkout Receipt Subject Line text box.
Enter or edit the receipt header information in the Receipt Header field.
Enter or edit the receipt footer information in the Receipt Footer field.
Enter the text you wish displayed for the Value Calculator in the Value Calculator Text text box.
The Value Calculator Text text box is shown only when the Include Value Calculator on receipt checkbox is selected.
- Use the characters “##” to indicate the number of items checked out during the transaction.
- Use the characters “$$” to indicate the total dollar value of the items checked out during the transaction.
- Example: “Today, you checked out ## items with a total value of $$.”
The Value Calculator uses the amount taken from the Cost field of the item record for each item checked out to determine the total value. If an item record for a checked out item does not include a Cost, the Value Calculator uses the Default Cost specified for the item’s material type. MAKE SURE all material types have a Default Cost defined.
Select the desired Receipt Graphics radio button to Enable or Disable printing of a graphic element (a library logo for example) on receipts printed through the Circulation module.
If the Receipt Graphics – Enable radio button is selected, upload the desired graphic file, as necessary:
Graphic files should be saved in .JPG, .GIF or .PNG format. Uploaded graphics will be reduced to two inches in width, and will be converted to grey scale.

If a graphic file was previously uploaded, a thumbnail of the graphic is shown below the Select a file to upload: Browse button. If you choose to upload a new graphic file, the previously uploaded file will be overwritten.
- Click the Select a file to upload – Browse button.
  - A standard File Upload dialog displays.
- Locate and select the desired graphic file, then click the Open button.
  - The Find File dialog closes automatically, and the name of the selected file is shown next to the Select a file to upload – Browse button.
Enter the number of “blank” lines to be added at the end of the receipt in the Blank lines at end of receipt text box.
When all desired information has been entered or edited as desired, click the Submit button to save your changes to the Receipt Text to your library’s database.

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Reserve In Transit Receipt

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Managing Patron Notification/Agreement Text