Set the Workstation to Print Receipts and Slips

This procedure needs to be done only once for each workform from which you want to print, unless you want to change your settings. Follow these steps on each workstation to set Polaris to print receipts and slips from one or more workforms:

  1. Open the appropriate workform from the Polaris Shortcut Bar:
    • Check Out workform - Select Circulation, Check Out.
    • Check In workform - Select Circulation, Check In.

Note:
Check-in receipts that list the items checked in for a patron or group of patrons do not print automatically, but are available for manual printing from the workform. See Do a normal check-in from the Check In workform.

  • Request Manager workform - Select Circulation, Request Manager.
  • Hold Request workform - Select Circulation, Hold Requests. Find and open the hold request (see Find hold requests).
  • Patron Status workform - Select Circulation, Patron Status. Find and open any patron record (see Find patron services and related records).
  • Item Record workform - Select Cataloging, Item Records. Find and open any item record ( see Find cataloging records in your library’s database).
  • Outreach Services Manager workform - Select Patron Services, Outreach Services.
  • Receive Shipment workform - Select Acquisitions, Receive Shipment.
  1. On the workform, select Tools, Options... to display the Tools Options dialog box. The Receipt/Slip tabbed page appears.

Important:
Complete the Tools Options dialog box from each workform where you want to print receipts or slips. For example, if you want to print fine receipts when you are checking in items and when you are renewing items at the Patron Status workform - Items Out view, do this step for both the Check In workform and the Patron Status workform.

  1. Select one or more of the following receipt/slip check boxes:
    • Check out receipt
    • Fine receipt - Select Fine receipt to print fine receipts from this workform. If you check only if no eReceipt, fine receipts are printed only when the patron does not receive eReceipts. If only if no eReceipt is not checked, printed receipts are produced in addition to eReceipts for patrons who receive eReceipts. For more information about setting up eReceipts in Polaris Administration, see Setting Up eReceipts.
    • In-transit slip

Note:
Select In-transit slip if you want to print the slip when an item’s status changes to Transferred (because it will fill a hold and needs to be sent to the pick-up library) or In Transit (because it belongs to another library). If you want to print the slip only when an item’s status changes to Transferred, select (check) Holds only. If your library has enabled the combined In-transit and pickup slip, if the item is going in transit to fill a hold, the combined slip, which includes the holds pickup slip, prints at this point and the pickup slip will not print when the item is received at the destination branch.

  • Hold slip
  • Hold call slip (available if this option is enabled for your library)
  • Hold pickup slip (available if this option is enabled for your library)
  • Print ILL slip (Request Manager workform - ILL view only)
  • Print ILL pickup slip (Request Manager workform - ILL view only; available if the hold pickup slip is enabled for your library)
  1. Select one of the following printer Style options:
    • To use a receipt printer, click Receipt.

Note:
If you are using a receipt printer, you may be able to set automatic cutting and printing options. See Set receipt printer control codes. You can also customize the message text that appears on all receipts. See Set receipt printer message text. If you have experienced a problem with hold pickup slips, where the paper is not cut properly, see Correct an auto-cut problem for hold pickup slips.

  • To use a page printer, click Page.
  1. Select the appropriate network printer in the Printer box.

Note:
If you are working offline in a terminal server environment, you may need to set up receipt printing again if you switch terminal servers. Check the printer setting to be sure the appropriate printer is selected.

  1. If you use a receipt printer, select the appropriate printer driver in the Drivers box. These options are set in Polaris Administration. See Set receipt printer control codes.
  2. Click OK in the dialog box.
  3. Repeat this procedure for each workform from which you want to print receipts or slips.

Related Information

Note:
The receipt prompt is not displayed for renewals from the Patron Status workform - Items Out view. You can optionally print a “receipt” from this view by suppressing check-out receipt printing from the workform Tools options, and then printing receipts on demand. To print receipts on demand, print the Items Out list by selecting the printer icon on the listview or pressing CTRL+ALT+P. The library can specify the information included in the printed version of the Items Out list. See Set Items Out receipt options.