Emailing Checkout Receipts
Symphony WorkFlows allows staff to email receipts directly to patrons. You can choose to email only the Current checkouts from the active session or All checkouts currently on the account.
Requirements:
- A valid email address must be present on the patron's account.
- Note: SMS text addresses are not valid email addresses; receipts cannot be sent via text message.
1. Sending an Email Receipt
- Once items are checked out, select Email Current Checkouts Receipt for the immediate session, or Email All Checkouts Receipt for a full list of the patron's items.
- If an email exists: A confirmation box will appear. Click OK to close it.
- If no email exists: A prompt will ask if you want to modify the user. Click Yes to open the Modify User wizard.
- Navigate to the Addresses tab, enter the email address, and click Save.
- Click Close to return to the receipt prompt, then click OK once the final confirmation appears.
Staff Tip: If a patron calls to renew items, emailing an "All Checkouts" receipt is a great way to provide them with an updated list of all their due dates instantly.
2. Preventing Automatic Paper Printing
If you wish to use the email feature without automatically triggering a paper receipt, you must adjust your WorkFlows workstation preferences.
- Click Preferences in the top menu, then select Peripherals.
- Select the Receipt Printer tab.
- Check the box for Display Receipt Printer Dialog and click OK. This allows you to cancel the physical print job after sending the email.
Note: If your library utilizes the third-party Symphony Receipt Printer software, the option to display the print dialog is not available.