Web Client - Patrons with Negative Balances


Negative balances occur when Evergreen applies a refund to a paid bill transaction. The Patrons with Negative Balances function provides a list of patrons with negative balances so that the problem bills can be addressed.

NOTE: this list displays only patrons whose net balances are negative. If a patron has nagative balance transactions and other bills that exceed the negative amount, they will not appear on this list.

Access the patron record by selecting and right clicking on a record, then click Retrieve Patron. The patron account will open in a new tab. Click on the Bills tab.

Topic Subject Web Client
Service Evergreen
Documentation type None

Includes RT Form? No

Topic revision: r1 - 25 Jul 2018 - 12:32:22 - LindsayStratton

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