circ:bills:forgive-void
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circ:bills:forgive-void [2019/02/04 21:17] – created tmccanna | circ:bills:forgive-void [2023/11/08 17:37] (current) – [How to Void a Bill] smorrison | ||
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====== Forgive vs. Void ====== | ====== Forgive vs. Void ====== | ||
- | In general terms, | + | There are two ways to remove a bill (whether partially or fully) from a patron' |
- | " | + | ===== How to Forgive a Bill ===== |
+ | From the patron' | ||
+ | | ||
+ | - In the **Pay Bill** section, choose **Forgive** in the **Payment Type** dropdown menu. | ||
+ | - Enter the amount to be forgiven in the **Payment Received** field. | ||
+ | - Click the checkbox next to Annotate if you want to note why the payment is being forgiven. Once you click Apply Payment," | ||
+ | - Click **Apply Payment**. | ||
- | Voided line items on a bill will appear in the staff client, but bills that are entirely voided do not appear in the staff client and are only available through reports. There are PINES Quick Reports available to assist with reviewing forgivals and voids: | + | {{:circ:bills:forgive_pay_bill.jpg? |
- | * PINES Quick Reports > Bills > Bills Voided Within | + | Once a bill has been forgiven, it will show up under Bill History |
- | * PINES Quick Reports > Bills > Detailed Forgive and Work Payments | + | |
+ | {{: | ||
+ | ===== How to Void a Bill ===== | ||
+ | From the patron' | ||
+ | - Right-click on the bill line. | ||
+ | - Choose **Void All Billings**. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | You can also void a bill by clicking on the bill line and going to **Actions** > **Void All Billings**. | ||
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+ | {{: | ||
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+ | Void is also used by the system for various purposes. For example, if an item is marked Lost but then the item is returned, the cost of the item that was originally billed to the patron will be voided by the system. | ||
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+ | {{: | ||
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+ | Line items on a bill that were voided by the system will appear in the **Bill Details** tab as **Yes** under the **Voided?** column with a void timestamp, as shown in the screenshot below; however, bills that are entirely voided manually by staff do not appear in the staff client and are only available through reports, so please be mindful of using this function. Generally, staff do not need to void bills. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | ===== Reports ===== | ||
+ | There are PINES Quick Reports available to assist with reviewing forgivals and voids: | ||
+ | |||
+ | * PINES Quick Reports > Bills > Bills Voided Within a Date Range | ||
+ | * PINES Quick Reports > Bills > Detailed Forgive and Work Payments | ||
circ/bills/forgive-void.1549315069.txt.gz · Last modified: 2019/02/04 21:17 by tmccanna