Closing a User Credit Account for Removal
Before a patron's record can be deleted from the system, any existing credit balance must be withdrawn and the credit account must be officially closed. Use the steps below to clear these balances.
- From the Users Wizard Group, select the Credit User Account Wizard.
- Enter the User ID or search for the patron using the User Search Helper.
- Click the Manual Withdrawal Helper (the icon showing a hand with a coin).
Note: If the user has a credit balance, the system will not allow the record to be removed until these funds are withdrawn.
- Select the appropriate Payment type and Credit reason, then click Withdraw Funds.
- A confirmation prompt will appear. Click Yes to close the User's Credit Account.
Zero Balance Accounts: If the user already has a $0.00 credit balance but the account is still "Open," you must still click the Manual Withdrawal Helper to trigger the closure prompt.
Next Step: Final Removal
Once the credit account is successfully closed, you may proceed to the Remove User Wizard in the Users Wizard Group to permanently delete the patron's record.