let's know How to enable automatically generate credit numbers to patrons' payment receipts
Change some settings in Account credit types
Go to Koha Administration ➤ Accounting ➤ Credit types
Click on the edit button of "Payment"
1. Tick check the box to enable credit (Receipt) number options
2. Save the credit type.
Go to Koha Administration ➤ Global system preferences ➤ AutoCreditNumber
There are the following values in the drop-down list
1. Do not automatically generate credit numbers
2. Automatically generate credit numbers in the form <year>-0001
3. Automatically generate credit numbers in the form <branchcode>yyyymm0001
4. Automatically generate credit numbers in forms 1, 2, 3
2. Automatically generate credit numbers in the form <year>-0001
3. Automatically generate credit numbers in the form <branchcode>yyyymm0001
4. Automatically generate credit numbers in forms 1, 2, 3
You can choose any format except the default one. For example, I choose here third one (Automatically generate credit numbers in the form <branchcode>yyyymm0001) for generating a unique receipt number followed by branch name, year, and month.
Save all accounting preferences
Now you need to make a little change to the patron's table
Koha administration ➤ Additional parameters ➤Table setting ➤Patrons
Uncheck the credit number and save.
When you apply a payment to the patron's account, you will see that a credit number has been generated. This may be considered as a receipt number.
Now you can add the receipt number on the receipt while printing the receipt. Edit or create a new note in the ACCOUNT_CREDIT under the Notices & Slips Tools menu.
Koha Tools ➤ Notices & Slips ➤ ACCOUNT_CREDIT ( Edit the notice script)
Copy and paste the following Codes into the print section and save.
[% USE Price %]
[% PROCESS 'accounts.inc' %]
<table>
[% IF ( LibraryName ) %]
<tr>
<th colspan="5" class="centerednames">
<h3>[% LibraryName | html %]</h3>
</th>
</tr>
[% END %]
<tr>
<th colspan="5" class="centerednames">
<h1>NAME OF INSTITUTE</h1>
<h3>Address of Institute</h3>
</th>
</tr>
<tr>
<th colspan="5" class="centerednames">
<h2><u>RECEIPT</u></h2>
</th>
</tr>
<tr>
<th colspan="5" class="centerednames">
<h3>Receipt Number : [% credit.credit_number %]</h3>
</th>
</tr>
<tr>
<th colspan="5" class="centerednames">
<h2>[% Branches.GetName( credit.patron.branchcode ) | html %]</h2>
</th>
</tr>
<tr>
<th colspan="5">
Received with thanks from [% credit.patron.firstname | html %] [% credit.patron.surname | html %] <br />
Library Card Number : [% credit.patron.cardnumber | html %]<br />
</th>
</tr>
<tr>
<th>Created</th>
<th>Updated</th>
<th>Description</th>
<th>Note</th>
<th>Amount</th>
</tr>
<tr class="highlight">
<td>[% credit.date | $KohaDates %]</td>
<td>[% credit.timestamp | $KohaDates with_hours = 1 %]</td>
<td>
[% PROCESS account_type_description account=credit %]
[%- IF credit.description %], [% credit.description | html %][% END %]
</td>
<td>[% credit.note | html %]</td>
<td class="credit">[% credit.amount | $Price %]</td>
</tr>
[% IF ( tendered ) %]
<tr>
<td colspan="3">Amount tendered: </td>
<td>[% tendered | $Price %]</td>
</tr>
<tr>
<td colspan="3">Change given: </td>
<td>[% change | $Price %]</td>
</tr>
[% END %]
<tfoot>
<tr>
<td colspan="4">Total outstanding dues as on date: </td>
[% IF ( credit.patron.account.balance >= 0 ) %]<td class="credit">[% ELSE %]<td class="debit">[% END %][% credit.patron.account.balance | $Price %]</td>
</tr>
</tfoot>
</table>
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