Set up circulation receipts and refund notifications

Site Configuration receipts and refund notification options let you customize receipts for checking in library materials, resource items, and textbooks; checking out library materials, resource items, and textbooks; and making fine payments. And you can choose to notify a particular person, such as the finance clerk, when refunds are generated.

After a transaction, you can send an email receipt, and/or print a receipt to give to the patron.

Notes: If you are printing to a Follett receipt printer, make sure you have installed and configured the printer driver. An email server must be set up by a Destiny Administrator to use email options. The receipt window is a pop-up. If you have a pop-up blocker installed on your workstation or browser, you will need to unblock Destiny, or add it to your white list. Receipts contain more information than defined on the Receipts/Refund Notification sub-tab.

To set up circulation receipts:

Select Admin > Site Configuration > Receipts/Refund Notification sub-tab.

To set up printed checkout, check-in, or fines receipts:

1. In the When generating current Check Outs/Fines receipts... and/or When generating current Check In receipts... sections, from the Show section, choose one or more options to appear on the receipt.
2. Type a Receipt Header that will appear at the top of the printed receipt (max 38 characters) (optional).
3. Type a Special Note that will appear at the bottom of the printed receipt (max 256 characters) (optional).
4. Select a Format:
   • Laser/ink jet printer to print an 8" × 11" receipt to a local or network printer.
   • Follett receipt printer (40 characters) to print a 3" receipt to a Follett receipt printer.

     Important: If you are printing to a Follett receipt printer, only the first 40 characters of a title appear.

5. Click Save.

To email receipts:

1. In the When emailing receipts... section, provide the sender information:
   • In the Display Name field, type the name of the person sending the notification, such as the librarian.
   • In the Email field, type the return email.
2. Type an Email Subject.
3. Next to Send To, choose one or more emails to send the message to.
4. Click Save.

To set up refund notifications:

1. In the When a refund is generated, notify... section, select the Destiny Product the receipt reflects.
2. If you chose Resource, use the For drop-down to select the specific resource type the person manages.
3. Type the Name of the person who will receive the notification, such as the finance clerk.
4. Type that person's Email.
5. To verify the email, click Test Email.
6. When you are done, click Add. The new refund notification appears in the Currently configured email... section.
7. Click Save.