Receipt Template Editor
This tip sheet will show you how to customize your receipts. This example will walk you through
how to customize the receipt that is printed on checkout.
Receipt templates are saved on the workstation, but it is possible to export the templates to
import to other workstations.
1. Select Admin (-) → Local Administration → Receipt Template Editor.
2. Select the checkout template from the dropdown menu.
3. This is what the default checkout template looks like. The template preview is on the left
hand side. You can edit the Header, Line Item or Footer on the right hand side.
This manual is an adaptation of "Sitka Evergreen Training Manual", Copyright © 2011 BC Libraries Cooperative, originally
published at http://docs.sitka.bclibraries.ca/Sitka/current/html/
and licensed under the Creative Commons Attribution-ShareAlike 3.0 Unported license.
4. In the upper right hand corner you can see the available macros by clicking on the
Macros button. A macro prints a real value from the database. In this example, the
macro %LIBRARY% prints “Amesbury Public Library”. The macros that are available
vary slightly between types of receipt templates (i.e. bills, holds, items).
5. Here are the available macros for an item receipt, like a checkout receipt.
This manual is an adaptation of "Sitka Evergreen Training Manual", Copyright © 2011 BC Libraries Cooperative, originally
published at http://docs.sitka.bclibraries.ca/Sitka/current/html/
and licensed under the Creative Commons Attribution-ShareAlike 3.0 Unported license.
Line Item
The line item screen is where you can add information that displays for each item printed on the
receipt. This is what the default Line Item looks like:
In this example, the macro %barcode% prints the item barcodes of the books that were checked
out. The macro %due_date% prints the due date for each item that was checked out.
This manual is an adaptation of "Sitka Evergreen Training Manual", Copyright © 2011 BC Libraries Cooperative, originally
published at http://docs.sitka.bclibraries.ca/Sitka/current/html/
and licensed under the Creative Commons Attribution-ShareAlike 3.0 Unported license.
Editing the footer
1. This is what the default Footer looks like:
2. Remove the “You were helped by %STAFF_FIRSTNAME% <br/>”. As many libraries
use a generic circulation login on the circulation desk, the “You were helped by…” note
isn’t meaningful.
3. Once you have the checkout template how you want it, click Save Locally to save the
template to your computer.
4. Click OK.
This manual is an adaptation of "Sitka Evergreen Training Manual", Copyright © 2011 BC Libraries Cooperative, originally
published at http://docs.sitka.bclibraries.ca/Sitka/current/html/
and licensed under the Creative Commons Attribution-ShareAlike 3.0 Unported license.
Tips for Formatting & Editing Templates (Basic)
Using HTML Tags
You may use most HTML tags to format text in the receipt templates. Surround the text you are
formatting with the tags. Below are some examples of HTML tags that are useful in the receipt
template editor.
HTML Tag
Effect
Example
<strong></strong>
Bold text
<strong>Due Date:</strong>
%due_date%
<font size="4"></font>
Enlarge text. Tip: increase
this number to make the
text even bigger.
<font size="4">Welcome to
%LIBRARY%</font>
<em></em>
Italicize text
<em>Renew your items online at
www.mvlc.org</em>
<br/>
Add this tag at the end of a
line to force the subsequent
text to print on the next line
Welcome to %LIBRARY%<br/>
You checked out the following
items:<hr/>
<hr/>
Add this tag at the end of a
line to insert a horizontal
line
You checked out the following
items:<hr/>
Examples:
Bold Text
Larger Font Size and Bold Text:
This manual is an adaptation of "Sitka Evergreen Training Manual", Copyright © 2011 BC Libraries Cooperative, originally
published at http://docs.sitka.bclibraries.ca/Sitka/current/html/
and licensed under the Creative Commons Attribution-ShareAlike 3.0 Unported license.
Italicized Text:
Useful Macros
Library name
%LIBRARY% - Prints the full name of the library
%SHORTNAME% - Prints the library’s code.
Date/Time
The following macros can be used to display dates/times in a variety of ways:
%TODAY% - Wed May 25 2011 09:07:46 GMT-0400 (Eastern Daylight Time)
%TODAY_TRIM% - 2011-05-25 09:07
%TODAY_D% - 05/25/11
%TODAY_F% - 2011-05-25
%TODAY_m% – Prints a two-digit month example: 05
%TODAY_d% – Prints a two-digit date example: 25
%TODAY_Y% - Prints a four-digit year example: 2011
%TODAY_H% - Prints a two-digit hour example: 09
%TODAY_I% - Prints a one or two-digit hour example: 9
%TODAY_M% - Prints a two-digit minute example: 07
Tips for Formatting & Editing Templates (Advanced)
Date Formats:
You can adjust the format of some dates printed on receipts by using a %DATE_FORMAT
macro. In the following example, we will change the format of the hold shelf expiration date to
mm/dd/yyyy:
%DATE_FORMAT(%shelf_expire_time%,%m/%d/%Y)%
This manual is an adaptation of "Sitka Evergreen Training Manual", Copyright © 2011 BC Libraries Cooperative, originally
published at http://docs.sitka.bclibraries.ca/Sitka/current/html/
and licensed under the Creative Commons Attribution-ShareAlike 3.0 Unported license.
The date format that you want to use should be entered after the comma before the closing
parentheses. Use the following macros in customizing that date format:
%m – Prints a two-digit month
%d – Prints a two-digit date
%Y - Prints a four-digit year
%H - Prints a two-digit hour
%I - Prints a one or two-digit hour
%M - Prints a two-digit minute
The Date Format will only work on macros that already have a pre-formatted date in
Evergreen.
Adding an image
1. You can edit the Header to have an image. This is the default checkout Header.
2. Using HTML tags you can insert a link to an image that exists on the web. The link will
end in .jpg or possibly .gif or .png. To get this link you can right click on the image and
choose Copy Image Location (Firefox).
This manual is an adaptation of "Sitka Evergreen Training Manual", Copyright © 2011 BC Libraries Cooperative, originally
published at http://docs.sitka.bclibraries.ca/Sitka/current/html/
and licensed under the Creative Commons Attribution-ShareAlike 3.0 Unported license.
3. If you are using Internet Explorer right click and select Properties
This manual is an adaptation of "Sitka Evergreen Training Manual", Copyright © 2011 BC Libraries Cooperative, originally
published at http://docs.sitka.bclibraries.ca/Sitka/current/html/
and licensed under the Creative Commons Attribution-ShareAlike 3.0 Unported license.
4. From the Internet Explorer Properties window, highlight the Address (URL) and hit Ctrl-C
to copy the image location.
5. Enter <img src=http://mvlc.org/images/logo.png> The URL should be the link for the image that
you just copied off a website.
By clicking outside the Header box the Preview will update to reflect the edit you just
made.
This manual is an adaptation of "Sitka Evergreen Training Manual", Copyright © 2011 BC Libraries Cooperative, originally
published at http://docs.sitka.bclibraries.ca/Sitka/current/html/
and licensed under the Creative Commons Attribution-ShareAlike 3.0 Unported license.
6. Since the logo runs into the text, add a <br/> after the image.
Exporting templates
As you can only save a template on to the computer you are working on you will need to export
the template if you have more than one computer that prints out receipts (i.e., more than one
computer on the circulation desk, or another computer in the workroom that you use to checkin
items or capture holds with).
1. Click on Export.
2. Select the location to save the template to, name the template, and click Save.
This manual is an adaptation of "Sitka Evergreen Training Manual", Copyright © 2011 BC Libraries Cooperative, originally
published at http://docs.sitka.bclibraries.ca/Sitka/current/html/
and licensed under the Creative Commons Attribution-ShareAlike 3.0 Unported license.
3. Click OK.
Importing Templates
1. Click Import.
2. Navigate to and select the template that you want to import. Click Open.
This manual is an adaptation of "Sitka Evergreen Training Manual", Copyright © 2011 BC Libraries Cooperative, originally
published at http://docs.sitka.bclibraries.ca/Sitka/current/html/
and licensed under the Creative Commons Attribution-ShareAlike 3.0 Unported license.
3. Click OK.
4. Click Save Locally.
5. Click OK.
This manual is an adaptation of "Sitka Evergreen Training Manual", Copyright © 2011 BC Libraries Cooperative, originally
published at http://docs.sitka.bclibraries.ca/Sitka/current/html/
and licensed under the Creative Commons Attribution-ShareAlike 3.0 Unported license.