Adding and using patron credits
Adding a patron credit
Retrieve a patron/user record.
Click on the Bills button.
Under Payment Type, select the payment type used for the credit - for example, if the patron/user gave you cash, you would select cash as the payment type.
Uncheck all the bills listed to de-select them. If the bills are checked when the credit is added, it won’t really apply a credit – it will apply the amount of the credit to the bills.
Add an amount in the Payment Received field. Then check the box at the very bottom labeled Convert Change to Patron Credit.
Click on the Apply Payment! button.
Notice that credit has been added to the Credit Available line on the screen.
Using a patron credit
Retrieve a patron/user record. Click on Bills.
Make sure the patron has a credit available.
Make sure at least one of the bills on the patron/user account is checked.
For Payment Type select Patron Credit. In Payment Received, enter the amount of the credit that you want to use to pay the bill. Click on Apply Payment!.
The screen will refresh with the lower Credit Available balance (if you didn't use the entire amount) and a lower Balance Owed (if you didn't pay off the entire balance).
The system will automatically print off a receipt if Receipt Upon Payment is the option chosen under Receipt Options.
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