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circ:bills:negative-balances

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circ:bills:negative-balances [2020/03/05 15:37]
tmccanna [Refunds]
circ:bills:negative-balances [2020/03/05 15:37] (current)
tmccanna [Refunds]
Line 54: Line 54:
   - From the Bills screen, place a check mark in the box on the billing line with the negative amount owed.{{ :​circ:​bills:​pasted:​20200305-152859.png |}}{{ :​circ:​bills:​pasted:​20200305-152929.png |}}   - From the Bills screen, place a check mark in the box on the billing line with the negative amount owed.{{ :​circ:​bills:​pasted:​20200305-152859.png |}}{{ :​circ:​bills:​pasted:​20200305-152929.png |}}
   - Check the Annotate Payment box.   - Check the Annotate Payment box.
-  - Enter the amount of the refund in the “Payment Received” box.  This is because this is the payment the //patron will receive// from the library. The system understands that a refund is being processed and that the library is not receiving any money from the patron. +  - Enter the amount of the refund in the “Payment Received” box.  This is because this is the payment the //patron will receive// from the library. The system understands that a refund is being processed and that the library is not receiving any money from the patron.{{ :​circ:​bills:​pasted:​20200305-153048.png |}} 
-{{ :​circ:​bills:​pasted:​20200305-153048.png |}} +  - Change the number of receipts to the number you will need for your libraries processes. (The test server shows # item instead of # receipts as it should.){{ :​circ:​bills:​pasted:​20200305-153113.png |}} 
-  - Change the number of receipts to the number you will need for your libraries processes. (The test server shows # item instead of # receipts as it should.) +  - Click Apply Payment.{{ :​circ:​bills:​pasted:​20200305-153124.png |}}
-{{ :​circ:​bills:​pasted:​20200305-153113.png |}} +
-  - Click Apply Payment. +
-{{ :​circ:​bills:​pasted:​20200305-153124.png |}}+
   - Enter annotation (for example, "​Refund check request for $9.99 sent to business office on 6/25/2020 JDoe"​).   - Enter annotation (for example, "​Refund check request for $9.99 sent to business office on 6/25/2020 JDoe"​).
   - Click OK.   - Click OK.
circ/bills/negative-balances.txt · Last modified: 2020/03/05 15:37 by tmccanna