Circulation Receipts and Slips

• Check-out/renewal receipts list the items checked out or renewed for a patron. Check-out receipts can be printed from the Check Out workform; renewal receipts can be printed from the Check Out workform and the Patron Status workform - Items Out view. You can print check-out receipts automatically or optionally (with a prompt for staff to print the receipt). Receipts for renewal will be printed automatically if enabled for the work form. If you want renewal receipts to be optional, disable the check-out receipt option for the workform and print the items out list if a receipt is desired. See Renew items from the Patron Status workform. For additional information on printing receipts from the Check Out workform, refer to Check out an item. You can also set bulk check-out receipts to print from the Outreach Services Manager workform, if your library uses Polaris Outreach Services. Polaris Administration settings control the specific information that appears on the receipt, and your library may set an option to print a receipt only when the patron asks for one. See Set check-out receipt options.
• Check-in receipts can be manually printed from the Check In workform, Normal and Bulk views. When a patron’s items have been checked in, you select one or more items in the list and select File, Check in Receipt. If items are selected from multiple patrons, the items are grouped by patrons, and three blank lines are added at the end of each group. If auto-cut receipt printing is enabled, the receipt is cut at the end of each patron’s group of items. (Items with no patron information, for example those that went from In to In at check in, are also grouped together and separated from patron items.) Polaris Administration settings control the specific information that appears on the receipt. See Set check-in receipt options.

• Fine receipts list the fines paid or waived for overdue items, replacement items, and other fees for a patron. Fine receipts are printed automatically from the following locations:
  • Check In workform - Normal view (Check In - Fine dialog box)
  • Patron Status workform - Items Out view (Overdue Fine dialog box)
  • Patron Status workform - Account view (Pay and Waive dialog boxes)
  • Declare lost item dialog box

Polaris Administration settings control the specific information that appears on the receipt, and whether the receipt is printed for waive transactions. Your library can also set Polaris to print duplicate fine receipts if accounting practices require them. See Set fine receipt options.

• Hold slips/hold call slips are printed automatically when an item’s status becomes Held at the Check In workform, Check Out workform, Item Record workform, Patron Status workform - Items Out view, Hold Request workform, or Receive Shipment workform. Polaris Administration settings control the specific information that appears on the hold slip, and which hold slips are available. Polaris provides four types of hold slips:
• Default hold slip - Prints automatically when an item’s status becomes Held at a circulation transaction. Libraries typically place the hold slip with the held material for identification purposes. See Set hold slip options.
• Hold call slip - For libraries that call their patrons for held items. It includes extended information and is laid out so that the title information is exposed when placed in a book. See Enable hold call slips.
• Hold/ILL pick-up slip - For libraries where patrons can pick up their own held items. The hold pick-up slip is inserted in the book so that the patron’s name, partial name, and/or barcode and the pick-up date are visible on the shelf. This slip is printed horizontally or vertically on the receipt paper, and requires a line mode receipt printer such as a Star® TSP600, Star TSP700, or Dell™ T200. See Set up hold pickup slips.
• Combined in-transit/hold slip - If configured in Polaris Administration, a combined in-transit/hold slip will print when the item is sent in-transit. Then, instead of the pickup library printing a hold slip when the item arrives, the same slip can be used as a wrapper for the held item. See Set in-transit slip options.
• In-transit slips are printed automatically when an item’s status changes to Transferred (because the item will fill a hold and needs to be sent to the pick-up library) or In Transit (because the item belongs to another branch), and when you transfer an item for a hold from the Hold Request workform. You can place the in-transit slip with the item to be sent to the other branch. You can also choose to print an in-transit slip only when the item status changes to Transferred because it will fill a hold. Polaris Administration settings control the information included on the slip. See Set in-transit slip options.

Note:

When an item’s status changes to Transferred to fill a request, the in-transit slip includes the text FOR HOLD. The text does not appear on in-transit slips printed when an item is checked in and just needs to be shipped back to its assigned branch.

• ILL slips are printed automatically when an interlibrary loan item is received on the Request Manager workform - ILL Requests view. Libraries typically place the ILL slip with the material for identification purposes. The information that appears on the ILL slip is controlled by the same Polaris Administration settings that control hold slips. Set hold slip options.
• Offline receipts record the items checked out or renewed for a patron offline. The offline Check In workform list view can also be printed on a receipt or page printer.

Note:
Polaris supports hold pickup and in-transit slip printing on Epson® ReStick™ printers. For information about enabling this feature, see Epson® ReStick™ Printers - Hold and In-Transit Slips.