Web Client - Patron Bills


About

The Bills tab of the Patron Account provides access to all bill information and management functions.


WebClient_PatronBills.png

Current Bills


WebClient_PatronBills_CurrentBillsList.png

Current Bills List

Adjust the data columns to display the information your library needs to most efficiently answer bill questions and select bills for payment. PLS recommends:

  • Start (this is the checkout/renewal date for the transaction)
  • Total Billed
  • Total Paid
  • Balance Owed
  • Last Billing Type - the bill reason - overdue, lost, etc.
  • Barcode - links to Item Status > Detailed View, if clicked it will open over the bills screen, use the browser back arrow to return to bills
  • Title - links to Catalog > OPAC View, if clicked it will open over the bills screen, use the browser back arrow to return to bills
  • Location - library associated with the bill, checkout library for overdue bills, owning library for lost bills, billing library for manual bills
  • Bill # - REQUIRED - this is related to a known issue with the staff client, if Bill # is not present, single bills cannot be selected

Selected Current Bill Actions

  • Print Bills - prints all selected bills
  • Void All Billings - voids all line item bills associated with the transaction without keeping a history of the transaction
  • Adjust to Zero - applies an account_adjustment "payment" to the bill, clearing the bill and closing the transaction
  • Refund
  • Add Billing - apply a manual bill to an existing bill transaction; can be used to clear a negative balance owed
  • Full Details - displays circulation details, item details, all bill line items, and payments for the billing transaction

Bills Summary

Provides an overview of all outstanding bills, including:

  • Total Owed - cumulative amount currently owed for all bills, if any refunds are available they will be subtracted from this amount
  • Total Billed - total amount billed, prior to partial payments or available refunds
  • Total Paid - total amount paid, this includes
  • Refunds Available
  • Credit Available
  • Session Voided

Selected Bill Details

Provides details for a selected bill

  • Owed for Selected
  • Billed for Selected
  • Paid for Selected
  • Pending Payment - this fills in when a "Payment Received" amount is entered
  • Pending Change - if the Payment Received amount entered is greater than the Owed for selected, this will calculate the amount of change to be returned

WebClient_PatronBills_SelectedBillDetails.png

Pay Bill

  1. Select Bills to pay
  2. Select Payment Type
  3. Enter Payment Received amount
  4. Optional: click Annotate to add a payment note
  5. Click Apply Payment

Payment Type

  • Cash
  • Check - activates Check Number field
  • Credit Card
  • Patron Credit - not enabled
  • Work
  • Forgive
  • Goods

Annotate

Check this option to trigger an option to add a note about the bill/payment transaction. This is helpful for forgiven bills, partially forgiven bills, or in any case in which there is some extenuating issue. Notes appear in the bill History. Notes also print to the default bill payment receipt.
WebClient_PatronBills_Annotate.png

Receipt on Payment / # of Copies

Check the Receipt on Payment option to automatically print a receipt. Once checked, this remains checked until un-checked.

# of Copies - does not currently work, only one receipt is printed. This is a known issue.

Example default payment receipt:


WebClient_PatronBills_PayBillReceipt_default.png

Bill Full Details


WebClient_PatronBills_BillFullDetails.png

Bill Patron

Create a manual bill, for an issue that is not linked to a billable transaction.

  1. Click Bill Patron
  2. Select the appropriate Billing Type
  3. Enter the Amount
    • Some Billing Types have associated default values; if the default is not what your library uses, update to the correct amount
    • There is a known issue in where default amounts do NOT update when switching to a different billing type with different default
  4. Add a Note
  5. Click Submit Bill

WebClient_PatronBills_BillPatron.png

Billing Type

  • Bookdrop Fee - $1.00
  • Card Replacement Fee
  • Failure to Pickup Hold Fee - $1.00
  • Failure to Rewind Fee - $1.00
  • ILL Request Fee - $5.00
  • Legacy Bills - DO NOT USE FOR NEW BILLS
  • Manual Damaged Item
  • Manual Damaged Item Processing Fee - $25.00
  • Misc
  • Out of System Library Card Fee - $25.00
  • Postage - $0.60
  • Returned Check - $25

History

Transactions

This lists all Bills applied to the account during the selected time frame. The list defaults to the current year to date, for example: 2017-08-08 through 2018-08-08. Use the Start Date calendar to look for older transactions. Click "Apply" to update the list.


WebClient_BillPatrons_BillHistory_Transactions2.png

Payments

This lists payments made to the account during the selected time frame.
WebClient_PatronBills_BillHistory_Payments.png

EvergreenWebForm
Topic Subject Web Client
Service Evergreen
Documentation type None
Year

Includes RT Form? No
Status

Topic revision: r2 - 08 Aug 2018 - 14:31:08 - LindsayStratton
 

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