Access the account data for a patron record

To display the Account view of a patron’s record:

1. Open the patron’s record in the Patron Status workform.

Tip:
Click this button on the shortcut bar to display the patron records Find Tool, or press F6. You can set the Search by box in the Find Tool to Barcode, and scan the patron’s barcode into the For box.

The Patron Status workform opens to the Items Out view.

2. Select View, Account or click  to display the Account view.
3. See the following topics to do account transactions:
   • Display completed account transactions
   • Display a transaction’s history
   • Create a charge from the Account view
   • Pay charges from the Account view
   • Waive charges from the Account view
   • Create a credit manually
   • Refund a credit amount
   • Refund or credit completed payment transactions
   • Take credit card payments for fines and fees - PayPal Payflow Pro
   • Take payments for fines and fees - Comprise SmartPAY
   • Working with Deposits