circ:bills:reimbursal
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circ:bills:reimbursal [2018/02/26 21:52] – tmccanna | circ:bills:reimbursal [2024/03/01 15:34] (current) – tlittle | ||
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====== Payment Retention and Reimbursal ====== | ====== Payment Retention and Reimbursal ====== | ||
- | Overdue fines will be retained by the collecting library, regardless of the original lending library [1999.10]. Payments for lost, damaged, or long overdue materials (along with any associated processing fees) will be retained by the collecting library unless the owning library sends an invoice for payment reimbursal to the collecting library within 90 days of the payment date [2016.09]. | + | Overdue fines will be retained by the collecting library, regardless of the original lending library [1999.10]. Payments for lost, damaged, or long overdue materials (along with any associated processing fees) will be retained by the collecting library unless the owning library sends an invoice for payment reimbursal to the collecting library within 90 days of the payment date [2016.09]. Collection agency fees that are paid at the non-referring library may also be invoiced [2018.09]. |
===== Reports ===== | ===== Reports ===== | ||
- | The following Quick Reports are available to assist you in identifying payments that your library may request reimbursal for. Each line item on the resulting report must be investigated to determine the actual reimbursal amount, because the report is unable to determine partial payments, payments covering multiple bills, and payments that have already been refunded. There are two reports | + | The following Quick Reports are available to assist you in identifying payments that your library may request reimbursal for. Each line item on the resulting report must be investigated to determine the actual reimbursal amount, because the report is unable to determine partial payments, payments covering multiple bills, and payments that have already been refunded. There are three reports: the ' |
- | * //PINES Quick Reports > Quick Report Templates > Bills > Money Owed: Invoice Report | + | * //PINES Quick Reports > Quick Report Templates > Bills > Invoice Report: Circulation Bills// |
- | * //PINES Quick Reports > Quick Report Templates > Bills > Money Owed: Invoice Report | + | * //PINES Quick Reports > Quick Report Templates > Bills > Invoice Report: Grocery |
+ | * //PINES Quick Reports > Quick Report Templates > Bills > Invoice Report: OPAC Payments// | ||
+ | < | ||
===== Invoices ===== | ===== Invoices ===== | ||
- | Invoices should | + | **<color # |
You may use the attached invoice below, or you may use your own library' | You may use the attached invoice below, or you may use your own library' | ||
* Bill Number | * Bill Number | ||
- | * Type of Bill (Lost, Long Overdue, Damaged) | + | * Type of Bill (Lost, Long Overdue, Damaged, Collection Agency Fee) |
* Payment Date | * Payment Date | ||
* Patron Barcode | * Patron Barcode | ||
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===== Patrons in Collections ===== | ===== Patrons in Collections ===== | ||
- | |||
- | The only exception is for patrons who have been referred to collections. | ||
See: [[circ: | See: [[circ: | ||
circ/bills/reimbursal.1519681923.txt.gz · Last modified: 2018/10/11 20:15 (external edit)