New Bill Notice

Create the New Bill Notice template

To access Billing templates, navigate to Service Config > WMS Circulation > Next-Generation Notifications > Templates > Billing.

 Caution: OCLC recommends reviewing your billing notification templates and patron type policy assignments in advance, especially in group-aware environments, to ensure uninterrupted delivery of receipts at service desks. If a billing template is not assigned to a patron type, staff may be unable to generate a printed or emailed receipt at the time a bill is resolved. Receipts cannot be recreated after the transaction is completed.

To create the template:

1. From the Billing templates screen, select New Bill Notice from the Create template drop-down.
2. Enter the following settings:

3. Click Save.
4. Optional. Enter a Header and/or a Footer for your notification. Click Edit underneath each section to be edited.
   • 50,000 character limit for each. 
   • To add a web link to the Header or Footer, enter ${ and type the Name of the desired web link as configured in the Manage web links screen into a text block. Select the web link based on the name configured.
   • To add a Patron Type Message to the Header or Footer, enter ${Patron Type Message into a text block. When the template is assigned to a circulation policy and a notification is triggered, the notification will include all patron type messages assigned to the recipient’s patron type. If there are multiple Patron type messages assigned to a particular patron type, each message will be included in the Header or Footer.
   • To add additional data fields, use the ${Data Field form to enter the desired information. Example: ${Item Barcode
5. Click Save.
6. Click Edit below the Bill Details section to configure the Organize Bill Details by, Formatting type, and Data fields for your notification.
   • Select an organization method from the Organize Bill Details by drop-down (required). Options include:
     • Bill Created Date/Time
     • Bill Current Amount Outstanding
     • Bill Reason.
   • Select a format from the Formatting type drop-down (required). Options include:
     • Simple List
     • Simple Table
   • Click Add data field to select from the available fields. At least one data field must be selected.  Refer to  Manage field labels for a description of the available fields.

     • Available data fields:

       • Author
       • Edition
       • Language of Material
       • Material Format
       • OCLC Number
       • Publication Year
       • Publisher
       • Title
       • Title (20)
       • Bill Charging Institution
       • Bill Created Date/Time
       • Bill Current Amount Outstanding 
       • Bill Current Amount Refundable
       • Bill Current Tax Amount Outstanding
       • Bill Original Amount
       • Bill Original Tax Amount
       • Bill Proxy Indicator
       • Bill Reason
       • Item Barcode
       • Item Call Number
       • Item Description
       • Item Enumeration and Chronology
       • Item Holding Institution
       • Item Holding Location
       • Item Shelving Location

     • To remove a data field, click the trash can icon next to the field to be removed. Fields can also be clicked and dragged to change the order in which they appear in the notification.
7. Click Save. 
8. Optional. Enter a Text Message for your notification. This message may be truncated depending on the actual length of the content in the message. Note the character limit for your messaging system. 
9. Click Save.

Assign the New Bill Notice template to a Patron Type Policy

 Once the New Bill Notice is enabled, the Bill Notification legacy notifications will be disabled (if they were previously enabled).

Once you have created the New Bill Notice template in the Holds section of the Next-Generation Notifications module, assign this template to all Patron Type Policies to enable the template to be used. Refer to Patron Type Policy for more information.

The following settings will need to be completed for each Patron Type Policy that the notification will be assigned to:

• Configure notification: Toggle to Yes to expand full configuration options. Configure all settings once the configuration options appear.
• Template: Use the drop-down to select the desired Template. Refer to Bill Resolution Confirmation for more information. 
• Schedule: Choose when this notification should be sent to patrons. Options include:
  • As soon as possible
  • Never
  • First choice reply-to address: Select the reply-to address to use for the notification. Options include:
    • Use system default (no-reply@oclc.org)
    • Use the address configured by patron type. Refer to Reply-To Addresses for more information. 
    • List of General addresses configured by the institution. Refer to Reply-To Addresses for more information. 

Enable the New Bill Notice template

Enable the template on the Enable notifications type screen.

 Caution: Do not toggle the Enable notifications section to On for the above notification until you have completed all the required fields in the template.