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Circulation Receipts

Use this screen to customize receipts. Receipts can be printed or emailed to the patron.

View circulation receipts

Use the Circulation Receipts screen to view all the receipts available for editing. The following describes the fields on the Circulation Receipts screen:

  • Receipt Name: There are eight types of receipts you can edit.
    • BILL: In the Bills tab of a patron record.
    • CANCEL: In the Bills tab of a patron record.
      • When canceling a bill.
      • For information on canceling a bill, see Cancel a bill.
    • CHECK_IN: On the Check In screen.
      • Select the checked in items, choose a Receipt Option, and click Receipt.
      • The Email option will only display if all items selected are for a single patron.
      • For information on checking in items, see Check in items.
    • DUE_DATE: In the Checkout tab of a patron record.
      • Select items from the check out and click Receipt.
      • Items become automatically selected when they are checked out to a patron.
      • For information on checking out an item, see Check out items.
    • HOLD: On the Check In screen.
      • When an item is checked in and it fulfills an open hold request.
      • You must select a Receipt Option in order for the receipt to print or be emailed.
      • For information on checking in items, see Check in items.
    • PULL_LIST_ENTRY: On the Pull List.
      • Select items from the pull list (the Select for Print / Forwarding column must be visible) and click Receipt.
      • This is not the same as printing the entire pull list.
      • For information on the pull list and configuring its columns, see Pull list and Clear hold shelf.
    • REFUND: In the Bills tab of a patron record.
      • When refunding a bill.
      • For information on refunding a bill, see Refund a bill.
    • ROUTING: On the Check In screen.
      • When an item is checked in and needs to be routed to a different branch.
      • You must select a Receipt Option in order for the receipt to print or be emailed.
      • For information on checking in items, see Check in items.
    • SCHEDULE: On the Check In screen.
      • When an item is checked in and it fulfills an open schedule request.
      • You must select a Receipt Option in order for the receipt to print or be emailed.
      • For information on checking in items, see Check in items.
  • Status: Indicates whether the receipt has been edited.
  • Last Modified: Date and time the receipt was last edited.

Edit a circulation receipt

  1. Click the Receipt Name you want to edit.
  2. (Optional). Enter a header.
    • The text you enter will appear at the top of the receipt.
    • Do not enter more than 200 characters.
  3. Select the check boxes to indicate the information you want to include on the receipt.
    • If you want this information to also be included on the header of the receipt, click Show in receipt title.
  4. (Optional). Enter a footer.
    • The text you enter will appear at the bottom of the receipt.
    • Do not enter more than 200 characters.
  5. Click Save.

Customize Receipt Labels

Receipt label fields are customizable.  To customize your receipt labels, from the Circulation Receipts screen:

  1. Select the Custom Receipt Labels link.
  2. Review the default label text and enter customized text, if desired.  Labels are grouped into three categories: Item, Patron, and Other.
  3. Click Save.

The customized label text appears on printed receipts.  When reviewing receipt templates, the customized label text will display with the default text in parentheses. 

To revert a customized label back to the default text, clear the Custom Label field and Save.

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