Setting up Payment Notices to Go to a Borrower’s Parent or Guardian

You can set up Horizon to send payment notices to a borrower’s parent or guardian who resides at the same address as the borrower.

To set up a payment notice to go a borrower’s parent or guardian

1 Open the Horizon client and log in.
2 Open a Checkout window.
3 Find the borrower for whom you want to edit settings.
4 Select Borrower > Edit Borrower.
5 Click Page Down to get to page 3 of the table fields.
6 To enable sending the notice to a parent or guardian, mark the Notice to Guardian checkbox. To disable the feature, clear the checkbox.
7 In the Parent / Guardian field, type the name of the person to whom you want to send the payment notice.
8 Click Save to save your settings, and then click Close to close the borrower record.
9 Go to Administration > Table Editor.
10 Select the print_format_block table, and then click OK.
11 Select the Circulation block for which you want to set up parent/guardian information, and then click Edit.
12 Add the guard code for the Field Type to an area of the Circulation block by clicking New for that area.
13 The guard field prints the value from the Parent / Guardian field (from the borrower record) on the notice. If the Notice to Guardian checkbox is not marked in the borrower record, nothing displays for this field on the payment notice, even if the Parent / Guardian field contains a value.

Note: You can also use the gaddr field to print the parent/guardian name followed by the borrower name and then the address.

14 If necessary, you can add a Text field to an area on the Circulation block. This allows you to add text in front of the parent/guardian name. For example, type Parent/Guardian: in the Text field.
15 Click Save to save your settings, and then click Close to close the window.

 


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