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CIRCULATION

Chapter 7. FINES AND FEES

 

 

Managing Fines and Fees

The Payments/Fines History function on the Patron Checkout screen function lets you view the fines/fees history for a selected patron, assess fees for library services, and process payments from the patron.

To access patron fines/fees:

  1. From the Circulation menu (see The Circulation Menu for details), select Patron Status & Checkout.
    • The Patron Checkout Search screen displays.

Patron Checkout Search Screen

Patron Checkout Search Screen

  1. Locate the patron for whom you wish to view fines/fees.

    NOTE: To return to the most recently accessed patron account, click the Previous Patron button.

    • If desired, limit your patron search to a specific patron group by selecting the desired group from the User’s Group menu.
      • Select All User Groups to display users for all user groups.
      • Select the desired user group to display users for the associated group only.
    • Enter the patron’s barcode or last name in the User Barcode or Last Name text box. To view a list of all users associated with the currently specified User’s Group, leave the User Barcode or Last Name text box blank.
      • When entering a barcode, enter the complete barcode.

      NOTE: If your library has enabled searching by partial barcode (see the Circulation Administration User Guide for details), you may enter a complete or partial barcode.

      • When entering a patron name, you may enter a complete or partial last name.
    • If desired, enter any additional search criteria (address, phone number, etc.) in the AND text box, and select the appropriate search index from the IN menu.
      • When Patron Expiration Date is selected from the IN menu, enter the desired date using the format “MM/DD/YYYY.”

      NOTE: If you enter an improperly formatted Patron Expiration Date, an advisory dialog displays the message “Please enter patron expiration date with the format MM/DD/YYYY” when you submit your search. Click the OK button to close the dialog, and re-enter the Patron Expiration Date.

  2. Click the Submit button.
    • If you entered a patron’s last name, and an exact match to your search term is not located, the patron list displays, with the patron name that most closely matches your search term shown as the first entry in the list. Use the Previous and Next buttons to scroll the list forwards and backwards from this point. Click the desired Patron Barcode button to display the Patron Status, Checkout & Reserves screen for the associated patron.

Patron List

Patron List

NOTE: If you select the wrong patron, click the Not (patron name) ? link to return to the Patron List.

  1. Click the Payments/Fines History button on the Patron Checkout, Status & Reserves screen.
    • The Payments/Fines History screen for the patron displays.

Payments/Fines History Screen

Payments/Fines History Screen

  1. User information shown at the top of the screen includes the User name and Barcode for the current patron, the user Type (Patron Category of which the patron is a member), and the payment amount and date for the Most recent payment made by the patron. The Current Balance field shows the current balance of outstanding fines and fees.
  2. From the Fines History screen, you may:
    • View fines history for the patron
    • Assess a new fee against the patron for library service
    • Process payments from a patron for outstanding fines/fees