Manually Billing a User
Bills can be created automatically by the system or issued manually by staff. The Billing a User wizard guides you through the process of manually issuing a charge to a patron account.
- From the CIRC Toolbar, click on the Billing a User wizard.
- Scan the user's barcode or use the User Search helper to identify the patron.
- Select a bill reason from the dropdown list.
- Enter the amount of the bill.
- If there is an item associated with the charge, scan or enter the item barcode.
- Optional: Enter a description or explanation in the Note box.
- If the patron is paying the bill immediately and in full, select a payment type from the dropdown list.
- Click Bill User to create the charge.
Note: If the patron is paying in full right now, click Pay Now instead.
- Click on one of the following options once the transaction is finished: Close, Billing a User (to start a new bill), or Identify User (to bill a different patron).
Important Policy: Do not bill a patron from another library unless the transaction (e.g., damage or a sold item) actually occurred at your library.