Emailing checkout receipts is an option within Symphony WorkFlows. There is the ability to email only the Current checkouts OR to email All checkouts.
There must be a valid email address on the account to use this feature. An SMS text address does not constitute a valid email address. NO receipt will be sent by text.
- When all items have been checked out to the patron, click on Email Current Checkouts Receipt to send the receipt for the items just checked out.
- Or click on Email All Checkouts Receipt if the patron wants a list of all their checkouts.
- If there is a valid email address on the patron's record staff will receive the following confirmation. Click on OK to close the box.
- If there is no email address on the patron's account staff will receive the following. Click Yes to open the Modify User wizard.
- Click on the Addresses tab to add the email address to the account, then click on Save.
- Click on Close.
- Click OK on the confirmation that the email was sent.
- Below is an example of the email the patron will receive. This email cannot be customized.
When a patron calls in to have their items renewed, inquire about when their items are due, etc, emailing a receipt of All checkouts would give them an instant look at all their items and the due dates.
To keep from printing the receipt when using the Emailing Checkouts Receipt feature, follow the steps below.
- Click on Preference.
- Click on Peripherals.
- Click on Receipt Printer.
- Checkmark the box beside Display Receipt Printer Dialog, then click OK.
If your library uses Symphony Receipt Printer software, the option to use the Display Receipt Printer Dialog is not available.