Configuring Receipt Templates

Overview

Each time you print in the Evergreen web client, the output is generated from a pre-designed template. You can customize the template for each type of receipt using the Receipt Template Editor. Templates are formatted using HTML and include macros to pull data from Evergreen.

Receipt templates are unique to each workstation. Changes made on one workstation will not affect other workstations. To use the same templates across multiple workstations, you must export from one and import to the others.

Accessing the Receipt Template Editor

To access the Receipt Template Editor:

From the portal page, click Receipt Templates

Figure 1. Receipt Templates link in portal

OR
Navigate to Administration → Workstation → Print Templates

Figure 2. Receipt Template Option in Workstation Menu

The editor displays:

A dropdown menu to select different templates

Figure 3. Print Template Controls
The template code on the right

Figure 4. Print Template Code
A preview of the template on the left with sample data

Figure 5. Print Template Preview

Understanding Receipt Template Structure

Receipt templates combine two main elements:

HTML formatting - Controls the visual appearance of the receipt
Evergreen macros - Pulls data from the system (patron info, item details, etc.)

For a complete guide to HTML formatting options for receipts, see HTML Formatting for Receipt Templates.

Working with Macros

Macros are placeholders that pull data from Evergreen. They are enclosed in double curly brackets {{ }}.

Common Macros

Macro Output

Macro	Output
`{{patron.first_given_name}}`	Patron’s first name
`{{patron.family_name}}`	Patron’s last name
`{{patron.card.barcode}}`	Patron’s barcode
`{{current_location.name}}`	Library name
`{{today \| date:$root.egDateAndTimeFormat}}`	Current date and time
`{{staff.first_given_name}}`	Staff member’s name

{{patron.first_given_name}}

Patron’s first name

{{patron.family_name}}

Patron’s last name

{{patron.card.barcode}}

Patron’s barcode

{{current_location.name}}

Library name

{{today | date:$root.egDateAndTimeFormat}}

Current date and time

{{staff.first_given_name}}

Staff member’s name

Special Features

Sorting Items

To sort items on receipts by due date and then title:

<li ng-repeat="checkout in circulations | orderBy:['circ.due_date','title']">
  {{checkout.title}}
</li>

Item Count

To display the number of items:

<div>You checked out {{ circulations.length | number }} item(s)</div>

Common Receipt Customizations

Adding Patron Name to Receipts

To add the patron’s name to checkout, items out, or renewal receipts:

<div>Welcome {{patron.first_given_name}} {{patron.family_name}}!</div>

Output Example: Welcome Jane Smith!

Large Text for Hold Shelf Slips

For easier identification on hold shelves:

<font size="5"><b>{{patron.family_name}}, {{patron.first_given_name}}</b></font><br/>

Output Example: Large, bold text displaying: SMITH, JANE

Using Preferred Names

To display a patron’s preferred name if available:

<div style="font-weight:bold; font-size:150%">
  <span ng-if="patron.alias">{{patron.alias}}</span>
  <span ng-if="!patron.alias">
    <span ng-if="patron.pref_family_name">{{patron.pref_family_name}},</span>
    <span ng-if="!patron.pref_family_name">{{patron.family_name}},</span>
    <span ng-if="patron.pref_first_given_name">{{patron.pref_first_given_name}}</span>
    <span ng-if="!patron.pref_first_given_name">{{patron.first_given_name}}</span>
  </span>
</div>

Output Example: Bold, enlarged text showing: Johnson, Robert (or alias if set)

"You Saved" Message

To show patrons how much they saved by borrowing:

<div ng-init="transactions.subtotal=0">
  <li ng-repeat="checkout in circulations">
    <div ng-init="transactions.subtotal=transactions.subtotal -- checkout.copy.price||20">
      {{checkout.title}}
    </div>
  </li>
</div>
<div style="border:3px dotted #000;text-align:center;padding:10px;">
  You Saved: {{transactions.subtotal | currency}} by borrowing from the library!
</div>

Output Example:

• The Great Gatsby
• To Kill a Mockingbird
• Pride and Prejudice

┌─ ─ ─ ─ ─ ─ ─ ─ ─ ─ ─ ─ ─┐
│   You Saved: $65.00     │
│   by borrowing from     │
│   the library!          │
└─ ─ ─ ─ ─ ─ ─ ─ ─ ─ ─ ─ ─┘

Self-Service Hold Codes

For privacy on public hold shelves, display a code instead of the full name:

<hr/>
<div style="font-size:400%;writing-mode:vertical-rl;text-orientation:mixed;height:300px;width:300px;">
  {{patron.family_name | limitTo:4}} {{patron.card.barcode | limitTo:-5}}
</div>

Output Example: For patron Smith with barcode ending in 67890, displays SMIT 67890 in very large text, oriented vertically.

This creates a code using the first 4 letters of the last name and last 5 digits of the barcode.

Adding Images to Receipts

To include your library logo or other images:

Basic Image

<img src="http://yourlibrary.org/logo.png"/>

Effect: Logo displays at its original size

Image with Text Wrapping

<img align="left" src="http://yourlibrary.org/logo.png"/>

Effect: Logo appears on the left with text wrapping around it

Resized Image

<img src="http://yourlibrary.org/logo.png" height="150"/>

Effect: Logo displays at 150 pixels height, maintaining aspect ratio

Images must be hosted online. The URL should end with an image extension (.png, .jpg, .gif), not .html.

Adding Scannable Barcodes

To add a scannable barcode to receipts:

Install the Codabar font on your workstation
Download from: Codabar Font
Extract and install CodabarMedium.ttf
Restart your browser

Add this code to your template:

<div align="center" style="font-family:'CodabarMedium';font-size:25pt;width:100%">
  B{{patron.card.barcode}}D
</div>

Output: Displays as a scannable barcode when the Codabar font is installed. The barcode will show the patron’s card number between the start (B) and stop (D) characters.

Best results are achieved with Epson receipt printers.

Available Templates

Table 1. Receipt Template Types
Template	Purpose	Access Point
Checkout	Items checked out	Check Out screen → Done
Checkin	Items checked in	Check In screen
Items Out	Current checkouts list	Patron → Items Out → Actions
Renew	Renewed items	Circulation → Renew Items
Hold Shelf Slip	Hold ready for pickup	Triggered at check-in
Transit Slip	Item returning to home	Triggered at check-in
Hold Transit Slip	Item filling hold elsewhere	Triggered at check-in
Bills, Payment	Payment receipts	Bills screen → Apply Payment
Bills, Current	Outstanding bills	Bills → Actions → Print Bills
Bills, Historical	Bill history	Bills → History → Print Bills
Holds for Patron	Patron’s holds list	Patron → Holds
Holds for Bib Record	All holds on a title	Catalog → View Holds
Patron Address	Mailing label	Patron → Mailing section
Item Status	Item information	Item Status screen
In-House Use List	In-house use report	Circulation → In-House Use

Exporting and Importing Templates

To use the same templates across multiple workstations:

Exporting Templates

Make your changes and click Save Locally
Click Export Customized Templates
Save the downloaded .json file
Rename the file descriptively (e.g., library_receipts_2024.json)

Export includes ALL receipt templates, not just the currently selected one. Only customized templates will export.

Importing Templates

On the target workstation, open the Receipt Template Editor
Click Import
Browse to your saved .json file
Click Open
Verify "Imported one or more print template(s)" message appears

Best Practices

Practice	Benefit
Test templates before busy periods	Avoid disruption during peak hours
Keep template backups	Quickly restore if issues occur
Document customizations	Easier troubleshooting and training
Use consistent formatting across templates	Professional appearance
Include essential information only	Reduces paper usage and clutter

Practice

Benefit

Test templates before busy periods

Avoid disruption during peak hours

Keep template backups

Quickly restore if issues occur

Document customizations

Easier troubleshooting and training

Use consistent formatting across templates

Professional appearance

Include essential information only

Reduces paper usage and clutter

Troubleshooting

Problem	Solution
Changes not appearing	Click Save Locally and refresh browser
Preview shows $0.00 for prices	Normal - actual prices appear when printing real transactions
Template won’t export	Ensure template has been customized (not default)
Barcode won’t scan	Verify Codabar font is installed and browser restarted
Images not displaying	Check URL is direct image link (ends in .png, .jpg, etc.)

Problem

Solution

Changes not appearing

Click Save Locally and refresh browser

Preview shows $0.00 for prices

Normal - actual prices appear when printing real transactions

Template won’t export

Ensure template has been customized (not default)

Barcode won’t scan

Verify Codabar font is installed and browser restarted

Images not displaying

Check URL is direct image link (ends in .png, .jpg, etc.)

Next Steps

After configuring your receipt templates:

Set up your printers for optimal output
Export your templates for backup
Import templates to other workstations
Train staff on any customizations made

Configuring Receipt Templates

Overview

Accessing the Receipt Template Editor

Understanding Receipt Template Structure

Working with Macros

Common Macros

Special Features

Sorting Items

Item Count

Common Receipt Customizations

Adding Patron Name to Receipts

Large Text for Hold Shelf Slips

Using Preferred Names

"You Saved" Message

Self-Service Hold Codes

Adding Images to Receipts

Basic Image

Image with Text Wrapping

Resized Image

Adding Scannable Barcodes

Available Templates

Exporting and Importing Templates

Exporting Templates

Importing Templates

Best Practices

Troubleshooting

Related Documentation

Next Steps