Patron Bills

v.2.10

Concepts

All functions related to viewing, managing, and paying patron bills are handled in the Bills part of the patron account.

Current Bills List

All outstanding unpaid or partially paid bills display here. This list can be customized to display different pieces of information, some more useful than others. Use the column picker to change the information.

  • Red Items are still Checked Out
    • bills where the title is highlighted in red are bills for overdue materials that are still accruing fines.When paying overdue bills, renew the overdue items first to finalize the amount owed, then pay the bill.
  • Dark Red Items are Lost
    • bills where the title is highlighted in dark red are bills for lost items. Lost items are considered open circulations (still checked out) until the item is returned or the Lost Materials bill is paid in full.
    • For more information about handling lost materials and their bills, see: LostItems
      PatronAccount_Bills.jpg

Recommended list configuration

By default, the bills list configuration includes some columns that do not provide useful information. PLS recommends adjusting the columns to the following configuration, using the ColumnPicker to select and deselect fields. Then click on the column header and drag it to the desired position.

  • Total Billed
  • Total Paid
  • Total Owed
  • Balance Owed
  • Last Billing Type
  • Owning Library (this is useful for lost bills to determine if a Passthru payment is required)
  • Title
  • Payment Pending

ALERT! After changing the columns, click List Actions > Save Column Configuration

Total Owed / Total Checked

Total Owed is the amount owed for all bills, minus any refunds. Total Checked provides the sum of all selected bills.

Refunds available

The system will refund any money that had been paid for a bill that is subsequently voided - this amount is indicated as Refunds Available. The Refund Available amount will be associated with a negative balance bill in the Bills List. This negative balance bill can be refunded - which removes the negative balance bill and refund available amount from the system. Any actual money refunds may or may not be returned to the patron according to local library policy.

Pay Bill

For full information about paying bills, see PayBills

Bill Patron

For Full Information about creating manual bills, see BillPatron

Bill History

For full information about the Bill History, see: BillHistory

Actions for Selected Transactions

See: ActionsForSelectedBillTransactions

Select a specific bill line and click Actions for selected Transactions or right click to open the menu:

  • Show in Catalog
  • Show Item Details
  • Void All Billings
  • Refund
  • Add Billing
  • Full Details

Negative Balance / Refunds Available

For full information regarding Negative balances and Refunds, see: NegativeBalanceRefundsAvailable

Print Bills

Print Bills will generate a formatted list of outstanding bills.

Receipt Options

Use these options to control when and how payment receipts are printed. You may need to experiment to see which combination of settings works for your library, particularly how they interact with your general receipt printer configuration and your specific printer model.

Print ONLY when a patron would like a receipt instead of for every payment, try this configuration:

  1. Open a patron account Bills screen, click Receipt Options (any patron, with bills or no bills, it does not matter)
  2. Select both Receipt Upon Payment and Printer Prompt
    Bills_ReceiptOptions.png
    • Once checked, these settings will persist until unchecked
  3. Open AdminMenu > WorkstationAdministrationMenu > Printer Settings Editor
  4. Make sure the "Print silently when using Mozilla Print" option is NOT checked
  5. Test the settings; this should trigger a print prompt which can be cancelled
  6. Repeat for each applicable workstation

Print multiple copies

If you know in advance that you want additional copies of a bill payment receipt - such as for a Lost Item "Passthru" payment being sent to another library, or your library opts to regularly print duplicates for accounting purposes - open Receipt Options and change the number of receipts to print.

If you need to reprint a receipt after the fact, press F9, or, from the CirculationMenu click Reprint Last.

See also: ReceiptTemplateEditor and ReceiptTemplateConfiguration? for more information about the content of the receipts.

EvergreenWebForm
Topic Subject Bills, Patrons
Service Evergreen
Documentation type Informational
Year

Includes RT Form? No
Status

Topic revision: r26 - 23 Aug 2016 - 10:11:08 - LindsayStratton
Evergreen.PatronBills moved from Evergreen.PatronBills22 on 22 Apr 2015 - 14:13 by LindsayStratton - put it back
 

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