Emailing a toy loan receipt

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Once you have finished loaning toys to a member, you have the option of emailing a toy loan receipt if the member would like one.

It is as simple as clicking the yellow ‘Email Receipt’ button under the toy loans list.
Email receipt button in the toy loan page
The email is automatically sent and a Success message appears above the toy loan list
Success message

Email template

The first important step you need to do before using this function is to create/modify the email template called ‘email_receipt’.
Go to Setup -> Email Template and click the yellow edit button alongside it
Loan receipt email template

Then change the content in the email and click ‘Save’
Toy loan email receipt template

You can add any generic shortcode you would like displayed, for example, in the above email, you can see [longname] or [balance].
Look at our documentation here https://mibase.co.nz/knowledge-base/use-shortcode-in-the-email/ for the whole list of shortcodes.

Toy Loan List shortcodes

For the list of loaned toys inside the email you can use these specific shortcodes:

  • [toyslist_pieces]: Toy on loan list with description
  • [toylist]: Toy on loan
  • [toyslist_detailed]: Toy on loan list very detailed
  • [toyslist_small]: Toy on loan list small
  • [toyslist_very_short]: Toy on loan list very short

 

 

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Next Printing a toy loan receipt
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