3 - Paying Bills CCSD Symphony Circulation Manual (08/17) Paying Bills

Transcription

1 Paying Bills The Paying Bills Wizard helps you process user payments for current bills. 1. Click on the Paying Bills Wizard found under the Common Tasks Wizard heading. 2. Enter the patron User ID and click the Get User Information button. If you need to lookup a patron name, choose the User Search helper then Search by name (last name, first name). For a wild card search, type three or more letters of each name, followed by the $ sign (ein$, alb$). If several names match your search criteria, click to highlight the correct name from the list that displays and then click on the Pay Bills for this User button (note: clicking this button will not pay bills for this user at this point). If you recently looked at a user s record in a different wizard, and want to pay bills for the same user, click on the Current option button. 3. If the user s account is blocked for any other reason, a User Alerts Display window will appear. Review the information and then click the OK button to continue. Page 1 of 6

2 4. You are presented with several options to accommodate various payment situations. In the Total Bills and Payments panel, you can pay some or the entire amount owed by selecting the Payment type (cash, check, forgiven, etc.). To remove or pay for some or all of a Page 2 of 6

3 bill, type in the amount in the payment field, select from the payment type drop-down menu and click the Pay Bills button. [Note that when the payment is applied to the total bill, bills are paid in chronological order, from the oldest bill to the most recent.] (c) (b) (a) In the above example, a user paid a cash payment of $13.00 to be applied to the total bill of $26.95 owed. Notice that the top bill shows the original bill amount (a), a payment of $13.00 (b) and $9.95 still being owed (c). In the Individual Bills and Payments panel, you can pay some or the entire amount owed by choosing payment type for specific items. In addition, you can click on the dollar amount owed under the Owes column for more information about an item s bill (such as the time an item was paid). Type in the payment amount for each item, depending upon the type and amount of the payment, and press the Enter key. If the user decides not to pay, click on the Close button (or on the X button.) 6. Payment should be reflected immediately in the Individual Bills and Payments window. If the amount paid was greater than the amount owed, this will be reflected under the change column indicating how much money is owed to the user. At this point, you have the option to Make Page 3 of 6

4 Payments for Another User, make additional payments for this user by clicking the Pay More Bills, or to exit the Paying Bills wizard by clicking the Close button. In the above example a user paid a cash payment of $10.00 to be applied to the total bill of $9.95 owed. Notice that the Change column displays a $0.05 overpayment. Since this user has no more bills the option for Pay More Bills is not displayed. 7. To see a list of paid or unpaid bills select the tab, lookup the user and choose the Bills tab. Remember to select the type of bill you are looking for (paid, unpaid, or all). Page 4 of 6

5 To find detailed information concerning a bill or bill payment, click the dollar amount of the bill under the Owes column. This will display item information and bill information including payment date, type, reason and also will list which library received the payment. 8. Right-Click Menus Review the list of bills that display in the Individual Bills and Payments section. From this list you can choose a title with a left click of your mouse; the title should then be highlighted. To perform an action on any highlighted title, right click your mouse button to display a shortcut menu. Page 5 of 6

6 Selecting more than one bill at a time will only allow you to edit the item note. Page 6 of 6