Bill Patron

Evergreen v.2.10

Concepts

There are two types of bills in Evergreen:

  • Circulation transaction type - system created bills for transactions like overdues, lost materials, damaged materials, etc.
  • Grocery transaction type - manual bills created by staff for transactions like hold-noshows, replacement library cards, miscellaneous reasons, etc. These bills can be linked to specific items or be independent of a specific item.
The Bill Patron wizard accessible from the PatronBills option creates manual bills not associated with item details. To create bills associated with a specific item, circulation transaction, or prior billing, see: AddBilling

Create a manual bill

  1. Open the Patron Account > Bills function
  2. Click Bill Patron
    PatronAccount_Bills_BillPatron.jpg
  3. The Bill Patron Wizard opens in a new window, enter the bill details
    Bills_BillPatronWizard.png
    • Location - autofills with the workstation library
    • TransactionType - Grocery
    • BillingType - select a bill reason from the list
    • Amount - if the Billing Type selected has a default amount, this will autofill; the default amount can be changed if necessary
    • Note - optional, add detail if needed; notes will display in a bill's full detail display, if needed, this note can be edited using the EditBillNote function
  4. Click Submit this Bill; the wizard closes and the bill is added to the bill list
EvergreenWebForm
Topic Subject Bills, Circulation
Service Evergreen
Documentation type Procedure
Year

Includes RT Form? No
Status

Topic revision: r11 - 23 Aug 2016 - 10:12:48 - LindsayStratton
 

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