Charge Dialog Box

From the Patron Status workform - Account view, this dialog box appears when you click  above the transactions list. See Create a charge from the Account view .

Use the Charge dialog box to add a charge, specify the reason for the charge, indicate the item associated with the charge (if applicable, enter notes, and send a bill for the charge.

• Amount - Type the amount you want to charge.
• Reason - Select a reason for the charge.
• Associated item - If the charge is associated with an item, scan the item barcode in the Associated item box. Or click Find to search for an item record.
• Notes - Optional. If you want to add a note about the transaction, type the information in the Notes box.
• Send a bill - Optional. If you added a new charge and want to send a bill to the patron, select the Send a bill check box and the dialog box expands to display the Added message box. You can edit the default message that will appear on the bill. If you selected a charge that has not yet been billed, and bill the charge, the dialog box opens with all fields displayed. You can edit the Added message, but other fields are read-only.