How to email receipts to borrowers when paying or writing off fines

How to email receipts to borrowers when paying or writing off fines

This document outlines how to enable automatically emailing a receipt to a patron for credits paid against a fine on their account. 

How to view the payment/writeoff notices

Go to Tools > Patrons and circulation > Notices and slips

This will take you to a new page with a table of notices available on your site. 

There are two notices that relate to this functionality ACCOUNT_PAYMENT and ACCOUNT_WRITEOFF.

If a fine is paid then the ACCOUNT_PAYMENT notice will go out. 

If the fine is written off then the ACCOUNT_WRITEOFF notice will go out. 

It is possible to edit both of these notices however they require Template Toolkit syntax.

How to enable the email receipt function

Go to Koha administration > Global system preferences and search for UseEmailReceipts.

This will take you to a system preference for enabling emailing the receipt notices that have been previously identified above.

Ensure this is set to Send email receipts to patrons for payments and writeoffs and hit Save all Patrons preferences

How to trigger an email receipt

Find an account that has fines. This example will only look at the workflow for triggering a notice when money is paid off a fine, however, the workflow for when an amount is written off a fine is comparable. The difference is the Write off button is used in place of the Pay amount.

To check the fines on a patron account, go into the Fines tab on the left hand side. 

Go into Pay fines and click the Pay amount button. 

In this example, only part of the fine is being paid, however this functionality will work if any or all of the fine is paid or written off. 

A record of the payment will appear in the Account tab. 


Under the Notices tab on the patron account an Account payment notice will appear, pending being sent.

As with all notices on the patron account it is possible to view the content of the mail from the patron account by clicking the title of the notice. 

Once the email has been sent there will be an option to resend if necessary. 


Version History

Version

Date

Detail

Author

1.029/03/19Create doc.Holly Cooper
2.015/05/20Migrate ZohoHolly Cooper
2.123/03/21Adding TOC, clarifying languageHolly Cooper




















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