From: Jennifer Pringle Date: Fri, 28 May 2021 19:32:26 +0000 (-0700) Subject: New billing section added and the circulation nav menu updated. X-Git-Url: https://old-git.evergreen-ils.org/?a=commitdiff_plain;h=1210207aa8fda07ac1e927abde792093021c540e;p=Evergreen.git New billing section added and the circulation nav menu updated. Billing docs come from Sitka's Evergreen manual. Signed-off-by: Jane Sandberg --- diff --git a/docs/modules/circulation/nav.adoc b/docs/modules/circulation/nav.adoc index dcf439f591..51353853e4 100644 --- a/docs/modules/circulation/nav.adoc +++ b/docs/modules/circulation/nav.adoc @@ -1,10 +1,11 @@ * xref:circulation:introduction.adoc[Circulation] ** xref:circulation:circulating_items_web_client.adoc[Circulating Items] ** xref:circulation:basic_holds.adoc[Holds Management] -** xref:circulation:booking.adoc[Booking Module] +** xref:circulation:billing.adoc[Billing] ** xref:circulation:circulation_patron_records_web_client.adoc[Circulation - Patron Record] ** xref:admin:patron_self_registration.adoc[Patron Self-Registration Administration] ** xref:circulation:triggered_events.adoc[Triggered Events and Notices] ** xref:circulation:offline_circ_webclient.adoc[Offline Circulation] ** xref:circulation:self_check.adoc[Self Checkout] +** xref:circulation:booking.adoc[Booking Module] ** xref:circulation:curbside_pickup.adoc[Curbside Pickup] diff --git a/docs/modules/circulation/pages/billing.adoc b/docs/modules/circulation/pages/billing.adoc new file mode 100644 index 0000000000..76a194ec2d --- /dev/null +++ b/docs/modules/circulation/pages/billing.adoc @@ -0,0 +1,139 @@ += Bills and Payments = +:toc: + +== Circulation vs. Grocery Bills == + +There are two types of bills in Evergreen: *Circulation* bills and *Grocery* bills. + +* Circulation bills are system-generated charges such as overdue fines, lost item costs, and +processing fees. The fine rates, replacement costs, and processing fees can be customized per organizational unit. + +* Grocery bills are manually created by staff. Grocery bill types can be shared by +all libraries or created by an individual library. Default +price can be attached to each bill type. + +== Making Payments == + +Bills can be paid by cash, check, or credit, or be resolved by forgiveness, work, or goods. + +. Click on *Bills* tab. +. Select or de-select bills to pay. Oldest bills are paid first by default. +. Select *Receipt On Payment* and enter *#Copies* as required. +. Select the payment type from the drop down menu. +. Enter the payment in the *Payment Received* field and click *Apply Payment*. +. Details of the transaction are displayed. + +[TIP] +=================================================================================== +Click *Annotate* to add a note to the payment. +=================================================================================== + +== Patron Credit == + + +A credit can be kept in a patron account and used later to pay bills. + +. To create or add a credit, select the payment method and enter the amount in *Payment Received* +. Select *Convert Change to Patron Credit* on bottom right. +. Click *Apply Payment.* + +To use patron credit to pay bills, select *Patron Credit* as the payment type. + +If your library does not use patron credit, you can turn it off through a library setting. + +[[adjust_to_zero]] +== Adjust Bill Balance to Zero == + +This function sets any balance to zero, and is the easiest way to clear a negative +balance from patron account. + +. Click *Bills* in patron account. +. Select the bill line item and click *Actions -> Adjust to Zero*. +. Click *OK/Continue*. + + +== Voiding Bills == + +Staff with appropriate permissions can void bills, either entirely or in part. In many cases it's better +to use the xref:adjust_to_zero[] function. + +=== Voiding a Bill === + +. Click on the *Bills* tab in the patron's account. +. Select the bill line you wish to void and click *Actions -> Void All Billings*. +. Click *OK/Continue*. The bill will no longer display on the patron's bill tab. + +=== Voiding Part of a Bill === + +Sometimes you may wish to void part of a bill, such as overdue fines for a specific day +or a processing charge for a lost item. + +. Click on the *Bills* tab in the patron's account. +. Select the bill line you wish to partially void and click *Actions -> Full Details*. +. The bill will open on the Statement tab. Click the *Details* tab. +. Select the specific bill line you would like to void and click *Actions -> Void Billings*. +. Click *OK/Continue*. The amount owing for the bill will be updated. + +=== Voiding a Paid Bill === + +Sometimes you may need to void a bill a patron has already paid in order to process a refund. + +. Click on the *Bills* tab in the patron's account. +. Click *History* +. Select the relevant transaction and go to *Actions -> Full Details*. +. The bill will open on the Statement tab. Click the *Details* tab. +. Select the bill(s) you wish to void and go to *Actions -> Void Billings* +. Click *OK/Continue*. The patron will now have a credit of the amount voided on their account. + +== Adding New "Grocery" Bills == + +=== Create New Bill === + + +. Click *Bills* in patron account. +. Click *Bill Patron* +. Click on drop down arrow and select *Billing Type*, enter bill amount, and any required note. +. Click *Submit Bill*. + +[[add_charges_existing_bill]] +=== Add Charge to Existing Bill === + +. Select the required bill from patron's *Bills* screen and click *Actions -> Add Billing*. +. Click on drop down arrow and select *Billing Type*, enter bill amount, and any required note. +. Click *Submit Bill*. The bill's balance is updated. + +== Bill History == + +=== Bill History === + +. Click *History* in patron's bills screen. +. View all bills, or bills from a specified time frame. Use the calendar widgets +to choose the *Start Date* and *End Date*, and click *Apply*. +. For more information about a particular bill, select the line item and click *Actions -> Full Details*. +. All transaction details are listed, such as time stamps, circulation dates, billing dates, amounts, staff identification, and item information + + +=== Payment History === + +. Click *Payments* on *Bill History* screen. +. View all payments, or payments from a specified time frame. Use the calendar widgets to choose the *Start Date* and *End Date*, and click *Apply*. +. For more information about a particular payment, select the line item and click *Actions -> Full Details*. + +== Refund == + +Sometimes paid bills need to be voided, such as when lost and paid items are returned. A negative balance +may be created once such bills are voided. To close negative bills, you can +xref:adjust_to_zero[adjust the balance to +zero], xref:add_charges_existing_bill[add a bill entry to the negative line item], +or refund the balance amount. + +. Click on the *Bills* tab in the patron's account. +. Select the line for the refund and go to *Actions → Refund*. +. Click *OK/Continue*. +. Enter 1 in the *Payment Received* box. (There is currently a bug preventing the "Apply Payment" button +from being used without a positive number in this box. The $1.00 payment won't actually be applied.) +. Click *Apply Payment*. +. The payment has been refunded. +. If you go into *History* and look at the full details for the bill you will see it shows the payment +has been refunded. +