Staff Client Help v7.3 - v8.0
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<h1><a name="XREF_96125_Access_the_account"></a>Access the account data for a patron record</h1>
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<p>To display the Account view of a patron’s record:</p>
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<ol>
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<li value="1">Open the patron’s record in the Patron Status workform.</li>
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</ol>
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<p class="NoteShade"><b><b>Tip:</b></b><span class="FM_z05"><img alt="but_PatStatWf.gif" style="width: 30;height: 18;" src="but_PatStatWf_30x18.gif" class="imginline" /></span><span class="FM_z05"><br /></span>Click this button on the shortcut bar to display the patron records Find Tool, or press <b>F6</b>. You can set the <b>Search</b> <b>by</b> box in the Find Tool to <b>Barcode</b>, and scan the patron’s barcode into the <b>For</b> box.</p>
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<p class="indent2">The Patron Status workform opens to the Items Out view.</p>
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<ol data-mc-continue="true">
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<li value="2">Select <b>View, Account</b> or click <img alt="Account View button" style="width: 30;height: 18;" src="../../../Resources/Images/AcctViewBtn_30x18.gif" class="imginline" title="Account View button" /> to display the Account view.</li>
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<li value="3">See the following topics to do account transactions:<ul><li><a href="Display_completed_account_transactions.htm#XREF_45729_Display_reconciled">Display completed account transactions</a></li><li><a href="Display_transaction_history.htm#XREF_89106_Display_a">Display a transaction’s history </a></li><li style="color: #0000ff;"><a href="Create_a_charge_from_the_Account_view.htm#XREF_53696_Create_a_charge">Create a charge from the Account view </a></li><li style="color: #0000ff;"><a href="Pay_charges_from_the_Account_view.htm#XREF_33555_Pay_or_waive_a">Pay charges from the Account view</a></li><li><a href="Waive_charges_from_the_Account_view.htm#XREF_58640_Waive_charges_from">Waive charges from the Account view</a></li><li><a href="Create_a_credit_manually.htm#XREF_37647_Create_a_credit">Create a credit manually</a></li><li><a href="Refund_a_credit_amount.htm#XREF_22681_Refund_a_credit">Refund a credit amount</a></li><li><a href="Refund_or_credit_completed_payment_transactions.htm#XREF_94364_Refund_or_credit">Refund or credit completed payment transactions</a></li><li><a href="Take_credit_card_payments_for_fines_and_fees_-_PayPal_Payflow.htm#XREF_47024_Take_credit_card">Take credit card payments for fines and fees - PayPal Payflow Pro</a></li><li><a href="Take_payments_for_fines_and_fees_-_Comprise_SmartPAY.htm#XREF_82879_Take_credit_card">Take payments for fines and fees - Comprise SmartPAY</a></li><li><a href="Working_with_Deposits.htm#XREF_45811_Working_with">Working with Deposits</a></li></ul></li>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<h1><a name="kanchor1625"></a>Bill a Charge Manually to a Patron Account </h1>
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<p>You can manually bill patrons for charges related to lost items, missing parts, or other fees. When you add a new charge or select an existing unbilled charge and select the <b>Send a bill </b>option, the charge appears in a separate section on the patron's billing notice. Charges previously billed to the patron cannot be manually billed. To bill a charge when you declare an item lost, see <a href="../PPlost/Declare_an_item_lost.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Declare an Item Lost</span></a>.</p>
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<p>To bill a charge manually: </p>
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<p class="NoteShade"><b>Note:</b>
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<br />You require the permission <b>Bill a charge manually</b> (available at the Branch level), in addition to the existing permissions, <b>Access patron account </b>and<b> Modify patron account<span style="font-size: 11pt; font-weight: normal;">.</span></b></p>
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<ol>
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<li value="1">Open the Patron Status workform and go to the Account view.</li>
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<li value="2">Do one of the following depending on whether you are adding a new charge and billing for it or billing for an existing unbilled charge:<ul><li>Add a charge to the patron's account. See <a href="Create_a_charge_from_the_Account_view.htm">Create a Charge from the Patron Account View</a>.</li><li>Select an existing unbilled charge on the Patron Status workform, Account view, and select <img src="../../../Resources/Images/billbtn_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" />, press <b>Alt+B</b>, or right-click and select <b>Bill</b>.</li></ul></li>
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<li value="3">Select the <b>Send a bill</b> checkbox on the Charge dialog box.</li>
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</ol>
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<p class="indent2"> When the <b>Send a bill</b> checkbox is selected, the dialog box expands displaying the default Added message: <b>Your library account has been billed for this charge</b>. This default message can be edited in WebAdmin. Or, you can edit the existing message by typing a new message in the <b>Added message</b> box. If you add a note from the Special Item Check-in dialog box when checking in a Claim Missing Part item, the edited text appears instead of the default text.</p>
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<p class="indent2">The Patron Status workform, Account view is updated with<b> Pending</b> in the Billed column.</p>
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<p class="indent2">Manually billed charges are included in existing billing notices on all bill types (print, email, and text message) in a new section with a separate header. The billed charges are processed during overnight notices processing, and the notices are sent out according to the library's notification settings in Polaris Administration and the patron's preferences. </p>
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<p class="indent2">When notice processing has run, the <b>Billed</b> column on the patron record is updated from <b>Pending</b> to <b>Billed</b>, and the notice history is updated showing the charge was billed. If the charge is associated with a title, the title and material type displays. If the charge is not associated with a title, the reason for the charge (postage, printing, etc.) is listed instead of the title and the material type is blank. </p>
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<p class="NoteShade"><b>Note</b>:<br />The total amount in the notice includes tax added to the base amount owed.</p>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<h1><a name="XREF_53696_Create_a_charge"></a>Create a Charge from the Patron Account View </h1>
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<p><a name="kanchor5020"></a><a name="IX_charges_creating"></a><a name="kanchor5021"></a><a name="IX_creating_5"></a>A charge is associated typically with a predefined reason such as item damage or a special service. The library sets the reasons in Polaris Administration. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Patron_Services_Admin/PDPfines/Defining_Fee_Descriptions.htm#XREF_87511_Defining_Fee">Defining Fee Descriptions</a>.</MadCap:conditionalText></p>
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<p>To manually create a charge on a patron’s record:</p>
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<p class="NoteShade"><b>Note:<br /></b>As you work with the patron record, you can refresh the header information in the workform by selecting <b>View</b> > <b>Refresh</b>.</p>
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<ol>
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||||
<li value="1">Display the patron’s record in the Patron Status workform Account view (see <a href="Access_the_account_data_for_a_patron_record.htm#XREF_96125_Access_the_account">Access the account data for a patron record</a>).</li>
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<li value="2">
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Click <img alt="pChargeIcon.gif" style="width: 29;height: 18;" src="pChargeIcon_29x18.gif" class="imginline" /> above the Account list view, or press <b>CTRL+C</b>.
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The Charge dialog box appears. </li>
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<li value="3">
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<p>Type the charge amount in the <b>Amount</b> box (maximum $2,000,000.00).</p>
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<p> </p>
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</li>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If the amount exceeds the charge alert threshold value, the system displays a warning message and prompts you to confirm the amount before continuing. For information about configuring the Patron Account: Charge Alert Threshold setting <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">see <a href="../../Patron_Services_Admin/PDPParamsRef/Patron_Services_Parameters_Reference.htm">Patron Services Parameters Reference</a>.</MadCap:conditionalText></p>
|
||||
<li value="4">
|
||||
Select a reason for the charge in the <b>Reason</b> box.
|
||||
<br /><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> automatically calculates the tax amount associated with the Reason you select. The tax is calculated into the total, but doesn’t display as a separate tax amount.</li>
|
||||
<li value="5">
|
||||
<p>If the charge is associated with an item, scan the item barcode in the <b>Associated item</b> box.</p>
|
||||
</li>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can click <b>Find</b> to search for an item record.</p>
|
||||
<li value="6">
|
||||
If you want to add a note, type it in the <b>Notes</b> box.
|
||||
</li>
|
||||
<li value="7">
|
||||
To send a bill to the patron, select the <b>Send a bill</b> checkbox, and follow the instructions for <a href="BillChargeManu.htm">Bill a charge manually to a patron account</a>.
|
||||
</li>
|
||||
<li value="8">
|
||||
Click <b>OK</b> on the dialog box.
|
||||
The Patron Status workform - Account view appears. </li>
|
||||
<p>
|
||||
A charge appears in the Account Transaction list, and the total account charge appears in the <b>Charges</b> box at the bottom of the view. If the charge is a replacement charge for a lost item, the count in the Lost item counter (General view and Claims view) increases.</p>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
|
||||
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|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
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|
||||
+89
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|
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Patron Services |Patron Status and Accounting|Processing Charges and Payments" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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|
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|
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<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PPuseacct.fm" /><title>Create a credit manually</title>
|
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services/PPuseacct/Create_a_credit_manually.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<div class="content">
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<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_37647_Create_a_credit"></a>Create a credit manually</h1>
|
||||
<p><a name="kanchor1336"></a><a name="IX_credits_creating_manually"></a><a name="kanchor1337"></a><a name="IX_creating_manually"></a>From the Patron Status workform - Account view, you can create a credit that is unrelated to any specific charge or overpayment.</p>
|
||||
<p> To create a credit manually:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You need the permission <b>Create a patron account credit: Allow</b> to do this procedure. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Patron_Services_Admin/PDPstart/Setting_Circulation_Permissions.htm#XREF_33495_Setting">Setting Circulation Permissions</a>.</MadCap:conditionalText></p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>As you work with the record, you can refresh the header information in the workform. Press <b>F5</b>, select <b>View, Refresh</b>, or click <img alt="Refresh button" src="../../../Resources/Images/RefreshBtn_16x16.gif" title="Refresh button" class="imginline" style="width: 16;height: 16;" /> on the toolbar.</p>
|
||||
<ol>
|
||||
<li value="1">Open the patron’s record in the Patron Status workform - Account view. See <a href="Access_the_account_data_for_a_patron_record.htm#XREF_96125_Access_the_account">Access the account data for a patron record</a>.</li>
|
||||
<li value="2">Select <img alt="CreateCreditBtn.gif" id="image45" src="CreateCreditBtn_16x16.gif" class="imginline" style="width: 16;height: 16;" /> above the Account Transaction list, or press <b>CTRL+B</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Create Credit dialog box appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Type the credit amount in the <b>Amount</b> box (maximum $2,000,000.00).</li>
|
||||
<li value="4">Select a payment method for the credit in the <b>Method</b> box.</li>
|
||||
<li value="5">If you want to add a note, type the information in the <b>Note</b> box.</li>
|
||||
<li value="6">Click <b>OK</b> on the dialog box.</li>
|
||||
</ol>
|
||||
<p class="indent2">The credit is added to the Account Transaction list, and the amount is added to the total in the <b>Credits</b> box.</p>
|
||||
<h4>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li>Refund a credit amount - See <a href="Refund_a_credit_amount.htm#XREF_22681_Refund_a_credit">Refund a credit amount</a>.</li>
|
||||
<li>Refund or credit completed payment transactions - See <a href="Refund_or_credit_completed_payment_transactions.htm#XREF_94364_Refund_or_credit">Refund or credit completed payment transactions</a>.</li>
|
||||
<li>Accept a deposit - See <a href="Make_deposit_in_patrons_acct.htm#XREF_38583_Make_a_deposit">Make a deposit in a patron’s account</a>.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
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|
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</p>
|
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</div>
|
||||
</div>
|
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</body>
|
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</html>
|
||||
+79
@@ -0,0 +1,79 @@
|
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<!DOCTYPE html>
|
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Patron Services |Patron Status and Accounting|Managing Patron Accounts in Collection" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PPuseacct.fm" /><title>Display a collection summary and history</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services/PPuseacct/Display_a_collection_summary_and_history.htm">Open topic with navigation</a>
|
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<div class="nocontent">
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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|
||||
<h1><a name="XREF_90192_Display_a_patron_s"></a>Display a Collection Summary and History</h1>
|
||||
<p><a name="kanchor5610"></a><a name="IX_viewing_patron_summary"></a>To view the total amount submitted to collection for a patron by each reporting library, and to view specifics about each reporting library’s collection submission:</p>
|
||||
<ol>
|
||||
<li value="1">Open the patron’s record in the Patron Status workform - Account view. See <a href="Access_the_account_data_for_a_patron_record.htm#XREF_96125_Access_the_account">Access the account data for a patron record</a>.</li>
|
||||
<li value="2">Click <img alt="pCollAgIcon.gif" style="margin-bottom: -4.000pt;width: 27;height: 26;" id="image86" src="pCollAgIcon_27x26.gif" /> or press <b>CTRL+A</b> to display the Collection Summary dialog box.</li>
|
||||
</ol>
|
||||
<p class="indent2">The patron’s collection summary appears. The line item for each library includes the patron’s collection status, amount due, balance, and date submitted to collection.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">To view details about a transaction, right-click the transaction, and select <b>History</b> from the context menu.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Transaction History dialog box appears.</p>
|
||||
<h4 data-mc-conditions="Primary.Hidden,Primary.Online">Related Information</h4>
|
||||
<p data-mc-conditions="Primary.Hidden,Primary.Online"><span class="FM_BulletHead">Collection agency set-up and processing</span> - See <a href="../../Patron_Services_Admin/PDPcollect/Managing_Collection_Agency_Services.htm">Managing Collection Agency Services</a>.</p>
|
||||
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|
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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||||
]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
|
||||
<div>
|
||||
<p align="center">
|
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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|
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+86
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PPuseacct.fm" /><title>Display and print notice histories</title>
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|
||||
<h1>Display and Print Notice Histories</h1>
|
||||
<p>The notice history is a list of the notices that have been sent to a patron regarding a specific item. The list includes the notification method, the date, notification organization, and the amount of any related charges. If the notice was delivered by email, text message, or telephone, the notice history also indicates whether the delivery was successful. When the item has been checked in and all charges have been resolved, the notice history for that item is no longer available. </p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Additional text message notices, which are sent in addition to another method, do not appear in the patron’s notification history. For example, if both a printed notice and an additional text message notice are sent for an item, only the printed notice appears in the notification history.</p>
|
||||
<p>Your library sets separate retention periods for hold notices (pick-up and cancelled hold notices) and item and account notices (overdue, fine, bill, and reminder notices). <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Patron_Services_Admin/PDPnotices/Managing_Notification.htm#TOC_The_Notification_History">The Notification History</a>. </MadCap:conditionalText>An entry is kept in the notification history if it falls within the specified period of time, the related item is still checked out, claimed or lost by the current patron, and current charges are not resolved. The entry is kept under these circumstances even if the related item is purged or deleted from the database; in this case, the title is prefixed by <b>[DELETED]</b>.</p>
|
||||
<p><a name="kanchor2169"></a><a name="IX_printing_notice_history"></a><a name="kanchor2170"></a><a name="IX_printing_2"></a><a name="kanchor2171"></a><a name="IX_printing_item_s_notice"></a><a name="kanchor2172"></a><a name="IX_item_s_notice_history"></a>To display and print the notice history:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To display the notice history, you need the Circulation permission <b>Patron status: Access notice history</b>. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Patron_Services_Admin/PDPstart/Setting_Circulation_Permissions.htm#XREF_33495_Setting">Setting Circulation Permissions</a>.</MadCap:conditionalText></p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>From the Check Out workform, select <b>Links, Existing, Patron Status</b>.</p>
|
||||
<ol>
|
||||
<li value="1">Open the patron’s record in the Patron Status workform - General view or Patron Registration workform - Status View. See <a href="../PPstart/Find_patron_services_and_related_records.htm#XREF_60305_Find_a_record_in">Find patron services and related records</a>. The illustration shows an example. </li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b><b>Note:<br /></b></b>A maximum of 250 entries is initially displayed. You can scroll the list to load another 250 entries at a time, or press CTRL+SHIFT+A to load all the entries. Each entry represents the latest notice for an item. Go to step 2 to see the entire notification history for an item.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">To open a notice history, double-click an item in the Notices list, or right-click the item and select <b>Open</b> from  the context menu.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Notification History opens. From here, you can click <b>Print</b> if you want to print the notification history for this item.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can also open the Notification History from the Patron Status workform - Items Out view, Claims view, or Account view. Select the item in the list of items out, and click <img alt="NoticeHistIcon.gif" src="NoticeHistIcon_16x16.gif" class="imginline" style="width: 16;height: 16;" /> (or press ALT+N).<b><br style="font-weight: normal;" /><br /></b></p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">To print multiple notice histories, select the items in the patron’s Notice list and right-click. Then select <b>Print</b> from the context menu.</li>
|
||||
<li value="4">To open a related item record, right-click an item in the list and select <b>Item Record</b> from the context menu.</li>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
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<div id="footer">
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<h1><a name="XREF_92399_Display_and_print"></a>Display and Print the Items Out List</h1>
|
||||
<p><a name="kanchor1995"></a><a name="IX_printing_1"></a><a name="kanchor1996"></a><a name="IX_items_out_for_a_patron"></a>Printing the Items Out list provides the patron with a verification of all the items he or she has currently checked out, or a receipt for renewal if printed receipts are not set to print automatically for the Patron Status workform.</p>
|
||||
<p> To display and print the Items Out list from the Patron Status workform:</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>From the Patron Registration workform, press <b>F9</b> to open the Patron Status workform.</p>
|
||||
<ol>
|
||||
<li value="1">Open the patron’s record in the Patron Status workform. See <a href="../PPstart/Find_patron_services_and_related_records.htm#XREF_60305_Find_a_record_in">Find patron services and related records</a>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>From the Check Out workform, select <b>Links, Existing, Patron Status</b>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Select <b>View, Items Out</b> or click <img alt="ItemsOutBtn.gif" style="width: 29;height: 18;" id="image0" src="ItemsOutBtn_29x18.gif" class="imginline" /> to display the Items Out view.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>If a checked-out item is a serial, the serial designation (<a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">enumeration<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>The designation reflecting the alphabetic or numeric scheme used by the publisher on an item or assigned when the holdings statement is created to identify the individual bibliographic or physical parts and to show the relationship of each unit to the unit as a whole.</span></a> and <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">chronology<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>The date(s) used by the publisher on a serially-issued bibliographic unit to help identify or indicate when it was published. The chronology may reflect the dates of coverage, publication, or printing.</span></a>) is added to the title. You may need to expand the title column to see the designation.</p>
|
||||
<p class="indent2">Overdue items are marked with a yellow Alert icon <img alt="AlertIcon.gif" style="width: 14.500pt;height: 15.279pt;margin-bottom: -4.000pt;" id="image2" src="AlertIcon.gif" />. Billed items are marked with a red Alert icon <img alt="RedAlert.gif" style="margin-bottom: -4.000pt;width: 19;height: 18;" id="image3" src="RedAlert_19x18.gif" />. You can see more information about any item in the Items Out list. Right-click the item and select <b>Open</b> from the context menu to open the item record. Or select <b>Links</b> from the context menu to see choices related to circulation, holds, bibliographic, and other information.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">To set up printing from the Patron Status workform, follow these steps:</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Important:<br /></b>Steps a-c only have to be done the first time after installation or whenever you want to change the default printer.</p>
|
||||
<blockquote>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Select <b>Tools, Options...</b>. to display the Patron status: Tools Options dialog box.</li>
|
||||
<li value="2">Set the receipt/slip options for your printer and the types of receipts and slips you print from the Patron Status workform. See <a href="../PPworkstn/Set_the_workstation_to_print_receipts_and_slips.htm#XREF_47783_Set_Polaris_to">Set the workstation to print receipts and slips</a>.</li>
|
||||
</ol>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<p class="NoteShade"><b>Note:</b> <br />Receipt printer options are set in Polaris Administration. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Patron_Services_Admin/PDPreceipts/Set_receipt_printer_control_codes.htm">Set receipt printer control codes</a>.</MadCap:conditionalText></p>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<ol style="list-style-type: lower-alpha;" start="3">
|
||||
<li value="3">Click <b>OK</b> on the dialog box.</li>
|
||||
</ol>
|
||||
</blockquote>
|
||||
<p class="indent2">The Items Out view appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">To print the Items Out list, click the printer icon above the Items Out list (not the icon at the top of the workform), or press <b>CTRL+ALT+P</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">If the workform printer is set to <b>Receipt</b>, the list is printed. If the printer is set to <b>Page</b>, the Report Preview window opens. Click the printer icon on the Report Preview window to print the list.</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />Your library specifies the information that is included on the receipt. <a href="../../EContent Integration/EContentPAC/Managing_EContent_in_the_PAC.htm#XREF_46221_Set_Items_Out" data-mc-conditions="Primary.Online,Primary.Hidden">Set Items Out receipt options.</a></p>
|
||||
<h4>Related Information</h4>
|
||||
<ul>
|
||||
<li><span class="FM_BulletHead">Print a packing list for reader ratings</span> - If your library collects reader ratings from outreach services patrons, you can print a packing list for gathering ratings from the Patron Status workform - Items Out view. Select the items to be rated and click <img alt="PackingListIcon.gif" style="margin-bottom: -8.000pt;width: 27;height: 27;" id="image8" src="PackingListIcon_27x27.gif" /> above the Items Out list. For more information, see <a href="../PPoutreach/Working_with_Reader_Ratings.htm#XREF_96700_Working_with">Working with Reader Ratings</a>.</li>
|
||||
<li><b>You Saved message</b> - You can add a “you saved” message to the printed Items Out list. The message helps to remind patrons of the value of library service by displaying how much it would cost to purchase the items. <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../../EContent Integration/EContentPAC/Managing_EContent_in_the_PAC.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Managing Integrated EContent in the PAC</span></a>.</MadCap:conditionalText></li>
|
||||
</ul>
|
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</div>
|
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|
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<h1><a name="XREF_45729_Display_reconciled"></a>Display Completed Account Transactions</h1>
|
||||
<p><a name="kanchor4741"></a><a name="IX_displaying_1"></a><a name="kanchor4742"></a><a name="IX_transaction_summary"></a>Polaris automatically moves all completed transactions from the Account Transaction list to the Transaction Summary dialog box, where they are archived for a period set in Polaris Administration. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Patron_Services_Admin/PDPpatacct/Setting_Patron_Accounting_Options.htm#XREF_63686_Setting_Patron">Setting Patron Accounting Options</a>.</MadCap:conditionalText></p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The following transactions remain in the transaction summary, regardless of the Administration setting for deleting transactions: payments that have been refunded or credited; deposits that have been credited; any transaction associated with a credit; any transactions that occur for patrons currently in collection.</p>
|
||||
<p>You can view the Transaction Summary if you have the permission <b>Access patron account: transaction summary</b> for the patron’s registered branch.</p>
|
||||
<p>To view the archive of a patron’s completed monetary transactions:</p>
|
||||
<ol>
|
||||
<li value="1">Open the patron’s record in the Patron Status workform. See <a href="../PPstart/Find_patron_services_and_related_records.htm#XREF_60305_Find_a_record_in">Find patron services and related records</a>.</li>
|
||||
<li value="2">Select <b>View </b>><b> Account</b> or click <img alt="" style="width: 30;height: 18;" src="../../../Resources/Images/AcctViewBtn_30x18.gif" class="imginline" /> to display the Account view.</li>
|
||||
<li value="3">Click <img alt="pTransSumIcon.gif" style="width: 30;height: 18;" id="image25" src="pTransSumIcon_30x18.gif" class="imginline" /> above the Account list view, or press <b>CTRL+T</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Transaction Summary dialog box appears. All reconciled transactions are listed in the dialog box for the period set in Polaris Administration.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">To sort the line items, click the appropriate column header.</li>
|
||||
</ol>
|
||||
<p class="indent2">You may find it helpful to sort the Transaction Summary by title or barcode to group the charges, payments, and waivers for a particular item.</p>
|
||||
<p class="indent2"><a name="kanchor4743"></a><a name="IX_opening_linked_item"></a>You can open a linked item record from the Transaction Summary. Right-click the line item in the Transaction Summary dialog box, select <b>Links</b> from the context menu, and select <b>Item Record</b>.</p>
|
||||
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|
||||
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_89106_Display_a"></a>Display a Transaction’s History </h1>
|
||||
<p><a name="kanchor5528"></a><a name="IX_displaying_2"></a><a name="kanchor5529"></a><a name="IX_transaction_history"></a>You can view the account activity for any selected line item in the Account Transaction list or the Transaction Summary dialog box.</p>
|
||||
<p> To view the account activity for a particular transaction:</p>
|
||||
<ol>
|
||||
<li value="1">Open the patron’s record in the Patron Status workform - Account view. See <a href="Access_the_account_data_for_a_patron_record.htm#XREF_96125_Access_the_account">Access the account data for a patron record</a>.</li>
|
||||
<li value="2">If the transaction has been reconciled, click <img alt="pTransSumIcon00034.gif" style="width: 29;height: 18;" id="image28" src="pTransSumIcon00034_29x18.gif" class="imginline" /> or press <b>CTRL+T</b> to display the Transaction Summary dialog box.</li>
|
||||
<li value="3">Right-click the transaction line item, and select <b>History</b> from the context menu.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><a name="kanchor5530"></a><a name="IX_viewing_2"></a><a name="kanchor5531"></a><a name="IX_transaction_properties"></a><b>Note:<br /></b>You can view additional information about each transaction, including an item’s check-out date and due date if applicable. Right-click a line item in the Account Transaction list or the Transaction Summary dialog box, and select <b>Properties</b> from the context menu.</p>
|
||||
<p class="indent2">The Transaction History dialog box appears.</p>
|
||||
<h4>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Overdue items</span> <span class="FM_BulletHead">processing</span> - Polaris manages overdue items through fines, blocks, and notices. Settings in Polaris Administration determine whether and how these functions are used in your library. <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../../Patron_Services_Admin/PDPabout/Patron_Services_Administration_Topics.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Patron Services Administration Overview</span></a>.</MadCap:conditionalText></li>
|
||||
<li>Your library may issue up to three overdue notices and a bill for an overdue item. For the procedures to issue overdue notices and the applicable settings, <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">see <a href="../../Patron_Services_Admin/PDPnotices/Overdue_Notices_Bills_and_Combined_Notices.htm#XREF_22538_Defining_Overdue">Overdue Notices, Bills, and Combined Notices</a>.</MadCap:conditionalText></li>
|
||||
<li>Your library may choose to have Polaris automatically change an item’s status to lost when the item is billed for overdue fines. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Patron_Services_Admin/PDPfines/Set_lost_item_charge_options.htm#XREF_54274_Set_lost_item">Set lost item charge options</a>.</MadCap:conditionalText></li>
|
||||
<li><span class="FM_BulletHead">Patron blocks</span> - Patrons are automatically blocked at check-out and renewal under the following circumstances:<ul type="disc"><li>They have more than a library-specified number of items overdue.</li><li>They owe more than a library-specified amount of money. </li><li>They have one or more items long overdue.</li><li>See <a href="../PPblocks/Working_with_Blocks_Stops.htm#XREF_36202_Working_with">Working with Blocks (Stops)</a>.</li></ul></li>
|
||||
<li><span class="FM_BulletHead">Managing overdue fines at circulation</span> - See <a href="../PPckin/Resolve_a_fine_at_check-in.htm#XREF_77492_Resolve_a_fine_at">Resolve a fine at check-in</a>.</li>
|
||||
<li><a name="kanchor5532"></a><a name="IX_in_patron_account"></a><a name="kanchor5533"></a><a name="IX_deleted_display_in"></a><span class="FM_BulletHead">Deleted items</span> - For most items, the item record identification (title and barcode) is still available after the item has been deleted, so charge and pay or waive transactions remain related to the item. This feature does not apply to ILL item records.</li>
|
||||
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_51735_Displaying_Items"></a>Displaying All Items Out</h1>
|
||||
<p><a name="kanchor1465"></a><a name="IX_viewing_items_out"></a>From the Patron Status workform - Items Out view, you can view and print all the items that a patron currently has checked out. The Items Out list displays each item’s basic information and includes the due date and time, call number, material type, and assigned branch. By default, the list is sorted and prints by due date (oldest to most recent). You can sort the list on other fields by clicking the column headers. See <a href="Display_and_print_the_Items_Out_list.htm#XREF_92399_Display_and_print">Display and print the Items Out list</a>.</p>
|
||||
<p>You can also estimate fines on currently overdue items from this view. See <a href="../PPclaims/Estimate_fines_from_the_Patron_Status_workform_-_Claims_view.htm#XREF_48833_Estimating_fines">Estimate fines on currently checked out items</a>.</p>
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<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_48833_Estimating_fines"></a>Estimate fines on currently checked out items</h1>
|
||||
<p><a name="kanchor4077"></a><a name="IX_estimating_accrued"></a><a name="kanchor4078"></a><a name="IX_estimating_accrued_fines_1"></a>You can estimate accrued fines for a patron on items that are currently checked out, calculating the fines if the items were returned today or on a date you select. Your library may opt to include items in the estimated fine calculation that are declared or billed lost but the overdue fine has not yet been charged, and/or may include claimed items in the calculation. The library may also choose to include estimated fines in the threshold calculation that determines if a patron should be blocked for overdue fines. </p>
|
||||
<p>To estimate fines for a patron from the Patron Status workform - Items Out view:</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>From the Patron Registration workform, press <b>F9</b> to open the Patron Status workform.</p>
|
||||
<ol>
|
||||
<li value="1">Open the patron’s record in the Patron Status workform. See <a href="../PPstart/Find_patron_services_and_related_records.htm#XREF_60305_Find_a_record_in">Find patron services and related records</a>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>From the Check Out workform, select <b>Links, Existing, Patron Status</b>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Select <b>View, Items Out</b> or click <img alt="ItemsOutBtn00030.gif" style="width: 29;height: 18;" id="image9" src="ItemsOutBtn00030_29x18.gif" class="imginline" /> to display the Items Out view.</li>
|
||||
<li value="3">Click the Estimated Fines icon <img alt="EstFinesIcon.gif" style="margin-bottom: -4.000pt;width: 22;height: 17;" id="image11" src="EstFinesIcon_22x17.gif" /> above the Items Out list.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Estimated Fines dialog box opens. The dialog box shows the fine on each item and the total estimated fines if the items are returned today.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The displayed amount never exceeds the maximum fine limit per material type set up in Polaris Administration, even if the calculated amount is greater. That is, the patron is never charged more than the maximum fine limit.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">To view the estimated fines if the items are returned at a future date, click the calendar icon and use the calendar control to set the date; then click <b>Recalculate</b>.</li>
|
||||
<li value="5">Click <b>Print</b> to print the information on the printer specified for the workstation. </li>
|
||||
</ol>
|
||||
<p class="indent2">The information is formatted for a receipt printer and includes the title, author, due date, and estimated fine. If your library includes claimed and/or lost items in the calculation, these are included in the printed information.</p>
|
||||
<p class="FM_Heading4n">Related Information</p>
|
||||
<p>If your library has opted to include lost/and or claimed items in the estimated fines calculation, you can also estimate fines from the Claims view. See <a href="../PPclaims/Estimate_fines_from_the_Patron_Status_workform_-_Claims_view.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Estimate Fines from the Patron Status Workform - Claims View</span></a>.</p>
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Patron Services |Patron Status and Accounting|Managing Patron Accounts in Collection|Second Level Collection Agency Management" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services/PPuseacct/Generate_an_item_record_set.htm">Open topic with navigation</a>
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<h1><a name="kanchor3227"></a>Create an Item Record Set from a Patron Record Set</h1>
|
||||
<p>Use this procedure to identify items that are still associated with a patron account. These items must be removed from the patron account before the patron record can be secured. </p>
|
||||
<p>You generate an item record set of the items associated with the patron records using options to specify which types of items to include in the item record set. For example, you can select Bulk Change from the item record set and delete lost items. (This step is necessary because patron records cannot be secured if there are any items still associated with the patron account. Charges can still remain on the account, but all items must be removed before the record can be secured.) Alternatively, if the items are already in Lost status, they will go automatically to Missing or Withdrawn according to settings in the organization’s Lost Item Transition settings in Polaris Administration.</p>
|
||||
<blockquote>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />The permissions <b>Patron record sets: Access</b> and <b>Cataloging record sets: Create</b> are required to create an item record set from a patron record set. The <b>Use 'own' cataloging record sets: Allow</b> is optional.</p>
|
||||
</blockquote>
|
||||
<p style="font-size: 12pt;">To create an item record set from a patron record set:</p>
|
||||
<ol>
|
||||
<li value="1">Open a patron record set.</li>
|
||||
<li value="2">Select <b>Tools </b>> <b>Create Item record set</b>, press <b>Ctrl+T</b>, or click <img src="../../../Resources/Images/critemrecseticon_30x28.gif" style="width: 30;height: 28;" class="imginline" alt="" />.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Item Record Set Setup dialog box opens. </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Type the name for the record set in the <b>Name</b> box and select the organization that owns the record set in the <b>Owner</b> box. Or, if you have the permission <b>Use own cataloging record sets: Allow</b>, you can select your username from the list. </li>
|
||||
<li value="4">Optionally, to filter the record set by the item circulation status, select one or more checkboxes under <b>Circ status</b>.</li>
|
||||
<li value="5">Optionally, to filter the record set by the patron code, select one or more checkboxes under <b>Patron code</b>. (A checkbox appears for each patron code that is used by at least one patron record in the record set)</li>
|
||||
<li value="6">Optionally, to include item records that have a status of deleted, but have not been purged from the database, select the <b>Include items with a record status of "deleted"</b> checkbox.</li>
|
||||
<li value="7">Select <b>OK</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">An item record set is created containing any item records with a status other than IN where a patron in the record set is the current borrower (or the last borrower if there is no current borrower.) If any filters were selected, the records must also meet all the selected filter criteria. </p>
|
||||
<p class="indent2">The Item Record Set workform displays an automatically-supplied date/time stamp appended to the record set name and a Created from patron record set "record set name" note.</p>
|
||||
</div>
|
||||
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|
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<div id="footer">
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<h1><a name="XREF_38583_Make_a_deposit"></a>Make a Deposit in a Patron’s Account</h1>
|
||||
<p><a name="kanchor70"></a><a name="IX_making_from_account"></a><a name="kanchor71"></a><a name="IX_deposits_making"></a>You can accept payment for a deposit, or transfer a credit balance to the deposit. To record a deposit in a patron’s account:</p>
|
||||
<ol>
|
||||
<li value="1">Open the patron’s record in the Patron Status workform - Account view. See <a href="Access_the_account_data_for_a_patron_record.htm#XREF_96125_Access_the_account">Access the account data for a patron record</a>.</li>
|
||||
<li value="2">If you are transferring funds from the credit balance to use for the deposit, select one or more credits in the Account Transaction list.</li>
|
||||
<li value="3">Click <img alt="pDepositIcon.gif" style="width: 29;height: 18;" id="image80" src="pDepositIcon_29x18.gif" class="imginline" /> above the Account Transaction list, or press <b>CTRL+I</b>. The Deposit dialog box appears.</li>
|
||||
<li value="4">Type the amount to deposit in the <b>Amount</b> box (maximum $2,000,000.00).</li>
|
||||
</ol>
|
||||
<p class="indent2">If you selected a credit or credits in the Account Transaction list, you can change the <b>Amount</b> box to any amount less than the credit amount.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Select a payment method for the deposit in the <b>Method</b> box. If you are making a deposit from a credit, the method <b>Deposit from Credit</b> is already selected.</li>
|
||||
<li value="6">If you want to add a note to the transaction, type the information in the <b>Note</b> box.</li>
|
||||
<li value="7">Click <b>OK</b> on the dialog box. The workform appears with the deposit in the Account Transaction list, and the total amount of account deposits in the <b>Deposits</b> box.</li>
|
||||
</ol>
|
||||
<h4>Related Information</h4>
|
||||
<p><a href="Return_forfeit_or_credit_deposits.htm#XREF_65535_Return_forfeit_or">Return, forfeit, or credit deposits</a>
|
||||
</p>
|
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|
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<h1><a name="XREF_28959_Managing_Credit"></a>Managing Credit Card Orders</h1>
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<p><a name="kanchor2748"></a><a name="IX_refunds_overview"></a><a name="kanchor2749"></a><a name="IX_Credit_Card_Payment"></a>Your library may accept credit card payments (orders) from the PAC, Polaris ExpressCheck, or the staff client for fines, donations to the library, and purchases. If your library processes credit card orders through the PayPal (VeriSign<span class="FM_SuperScript">®)</span> Payflow Pro service or the Comprise SmartPAY gateway, you can view transaction details and refund e-commerce payments using the Credit Card Payments Manager in the staff client. You can also refund credit card payments from registered patrons through the Patron Status workform - Account view. However, you cannot refund credit card payments as cash. The refund transaction always becomes a refund in the patron’s credit card account.</p>
|
||||
<p>The Credit Card Payment Manager shows only those orders and transactions where your workstation’s log-on branch and the transacting branch use the same payment gateway (Payflow Pro or Comprise SmartPAY). If your library uses a different e-commerce gateway, refunds must be made through the gateway application and manually from the Patron Status workform - Account view.</p>
|
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<p class="NoteShade"><b>Note:<br /></b>For details about Polaris Administration settings for credit card processing, <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">see <a href="../../Patron_Services_Admin/PDPCreditCard/Setting_Up_E-Commerce.htm#XREF_47672_Setting_Up">Setting Up E-Commerce</a>.</MadCap:conditionalText></p>
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<li><a href="View_orders_and_refund_credit_card_payments.htm#XREF_65241_View_orders_and">View orders and refund credit card payments</a>.</li>
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<li><a href="View_credit_card_transactions.htm#XREF_58574_View_credit_card">View credit card transactions</a>
|
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|
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<li><a href="Refund_a_credit_card_payment_from_Patron_Status_-_Account_view.htm#XREF_96755_Refund_a_credit">Refund a credit card payment from Patron Status - Account view</a>
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<h1><a name="XREF_59746_Using_Patron"></a>Patron Status and Accounting</h1>
|
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<p>The Patron Status workform is the first place to look when patrons have questions about their accounts. You can view and print the patron’s current items out, estimate fines, and confirm the notices a patron has received regarding an item. This workform is also the central point for patron accounting. It tracks the patron’s financial transactions with the library, including charges, payments, deposits, and credits. You can also view a history of the patron’s account activity. </p>
|
||||
<p>See also:</p>
|
||||
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|
||||
<li><a href="Displaying_All_Items_Out.htm#XREF_51735_Displaying_Items">Displaying All Items Out</a>
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<li><a href="Viewing_Patron_Financial_Accounts.htm#XREF_25997_Performing_a">Viewing Patron Financial Accounts</a>
|
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|
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<li><a href="Processing_Charges_and_Payments.htm#XREF_54418_Charges_and">Processing Charges and Payments</a>
|
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|
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<li><a href="Taking_Credit_Card_Payments.htm#XREF_72823_Taking_Credit_Card">Taking Credit Card Payments</a>
|
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|
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<li><a href="Managing_Credit_Card_Orders.htm#XREF_28959_Managing_Credit">Managing Credit Card Orders</a>
|
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<li><a href="Working_with_Deposits.htm#XREF_45811_Working_with">Working with Deposits</a>
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<li><a href="Patrons_in_Collection.htm#XREF_10999_Patrons_in">Patrons in Collection</a>
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<li><a href="Secure_a_patron_record.htm">Secure a Patron Record from the Patron Status Workform</a>
|
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<li data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../../Polaris_Basics/PIreports/Public_Services_Reports.htm#Patron2">Patron Financial Reports</a>
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<h1><a name="XREF_10999_Patrons_in"></a>Managing Patrons Accounts in Collection</h1>
|
||||
<p><a name="kanchor1324"></a><a name="IX_Update_Report"></a><a name="kanchor1325"></a><a name="IX_Submission_Report"></a><a name="kanchor1326"></a><a name="IX_overview_40"></a><a name="kanchor1327"></a><a name="IX_collection_agency_1"></a>Your library may use a collection agency to encourage patrons to pay their fines or return borrowed items. Some collection agencies, such as Unique Management Services (UMS), manage all collection communications with patrons who have delinquent accounts. However, patrons in collection with UMS make all payments on their accounts directly to the library. For other collection agencies, the library may send a fine notice to the patron warning that the account will be turned over to collection in a specified period if the account is not cleared. Patrons may make payments on their accounts to the collection agency as well as the library.</p>
|
||||
<p>When a patron owes an amount of money over a library-defined limit, and money has been owed longer than a library-defined period of time, the patron account goes into collection. This triggers the following events in Polaris:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet">Polaris generates two reports in overnight batch processing and transmits them to the collection agency. The Submission report submits the delinquent patron information to the collection agency. The Update report contains the patron records already in collection which have had any activity (payment, waiver, or new charge) at the reporting organization since the last Submission or Update report was run.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Polaris adds a collection fee, if specified, and a collection block to the patron record. The block appears at check-out and renewal in the staff client, the PAC, Polaris ExpressCheck, and SIP self-check. Polaris removes the block when the patron pays all the money that is owed to reporting organizations.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p>Patron accounts are reported to the collection agency for the amounts owed at reporting libraries only, not at libraries that do not use the collection agency function. The accounts remain in collection until the patrons have paid off the amount at each reporting library. Amounts due may include charges of all types, replacement costs, processing fees, and collection fees.</p>
|
||||
<h2><a name="TOC_Excluding_or_Including"></a>Excluding or Including Patrons</h2>
|
||||
<p><a name="kanchor1328"></a><a name="IX_including_a_patron"></a><a name="kanchor1329"></a><a name="IX_excluding_a_patron_4"></a>You can prevent a particular patron from being reported to the collection agency. Select the <b>Exclude from collection agency</b> checkbox on the Patron Registration workform - General view. See <a href="../PPregstr/Add_general_data_to_a_patron_record.htm#XREF_61641_Add_general_data">Add general data to a patron record</a>. </p>
|
||||
<p>Through Polaris Administration, a particular patron who would not otherwise be reported can be included in collection. See <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../../Patron_Services_Admin/PDPcollect/Set_up_collection_agency_processing.htm">Set up collection agency processing</a>.</MadCap:conditionalText></p>
|
||||
<h2><a name="TOC_Getting_Patron_Accounts"></a><a name="XREF_24061_Patron_Blocks"></a>Getting Patron Accounts Out of Collection</h2>
|
||||
<p>A patron’s account is out of collection when the patron no longer owes money, including fines incurred after the reporting, to any reporting libraries. The patron may still owe money to libraries that do not use the collection agency function. If the patron’s account is paid down to $0.00, but the patron incurs a new fine <span class="FM_Emphasis">before</span> the collection agency Update report is run, the patron’s account is still in collection. For more information about collection agency reporting, <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">see <a href="../../Patron_Services_Admin/PDPcollect/Collection_Processing_Reports.htm">Collection Processing Reports</a>. </MadCap:conditionalText>In addition, you can manually remove a patron account from collection. See <a href="Remove_a_patron_account_from_collection.htm#XREF_23724_Remove_a_patron">Remove a patron account from collection</a>.</p>
|
||||
<h2>Sending Patron Accounts to a Second Collection Agency</h2>
|
||||
<p>If your library uses a second level of collections to send patron accounts to another agency when patrons do not settle with the first collection agency, see <a href="Second_Level_Collection_Agency_Management.htm">Second Level Collection Agency Management</a>.</p>
|
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<h1><a name="XREF_33555_Pay_or_waive_a"></a>Pay Charges from the Account View</h1>
|
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<p><a name="kanchor5487"></a><a name="IX_from_Patron_Status"></a><a name="kanchor5488"></a><a name="IX_charges_paying_from"></a><a name="kanchor5489"></a><a name="IX_paying_from_account_1"></a><a name="kanchor5490"></a><a name="IX_paying_from_account"></a>You can pay a single charge, selected charges, or all charges in a single transaction. You can also do a partial payment, or accept an overpayment. To pay charges on a patron’s account:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>As you work with the record, you can refresh the header information in the workform. Press <b>F5</b>, elect <b>View, Refresh</b>, or click <img alt="Refresh button" style="width: 29;height: 18;" src="../../../Resources/Images/RefreshBtn_29x18.gif" title="Refresh button" class="imginline" /> on the toolbar.</p>
|
||||
<ol>
|
||||
<li value="1">Open the patron’s record in the Patron Status workform - Account view. See <a href="Access_the_account_data_for_a_patron_record.htm#XREF_96125_Access_the_account">Access the account data for a patron record</a>.</li>
|
||||
<li value="2">Choose one of the following options:<ul type="disc"><li>To pay one or multiple charges, select the charge or charges in the Account Transaction list, and click <img alt="pPayIcon.gif" style="margin-bottom: -4.000pt;width: 26;height: 27;" id="image35" src="pPayIcon_26x27.gif" /> or press <b>CTRL+Y</b>.</li><li>To pay all charges, click <img alt="pPayAllIcon.gif" style="margin-bottom: -4.000pt;width: 28;height: 28;" id="image36" src="pPayAllIcon_28x28.gif" /> or press <b>CTRL+L</b>.</li></ul></li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Important:<br /></b>If your library uses Active Payment Manager (Class Point of Sale) to manage payments, the Class Point of Sale window opens. Follow your library’s procedures from this point to process the payment. The remaining steps in this procedure apply to payments in Polaris only.</p>
|
||||
<p class="indent2">The Pay dialog box appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">If you want to partially pay the selected charge or charges, type the new amount in the <b>Amount</b> box (maximum $2,000,000.00).</li>
|
||||
</ol>
|
||||
<p class="indent2">If you are making a partial payment on a single charge, the payment will be recorded as a partial payment on the charge, and the Account Transaction list will show a balance for the charge. If you are making a partial payment on multiple or all charges, the payment amount is applied to the oldest charges first. Each paid transaction is removed from the Account Transaction list, and recorded in the Transaction History. Any remaining amount is applied to the next most recent charge as a partial payment.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">If you want to accept an overpayment, type the new amount in the <b>Amount</b> box.<ul type="disc"><li><p class="FM_Bullet">If your library allows overpayments to be recorded as account credits, a dialog box appears that alerts you to the overpayment and provides the choice of crediting the account or not. Click <b>Yes</b> to credit the patron’s account. Click <b>No</b> to pay the charge without recording a credit.</p></li></ul><ul type="disc"><li><p class="FM_Bullet">If your library does not allow overpayments to be recorded as credits, a message indicates how much change you should give the patron. Click <b>OK</b> on the message box.</p></li></ul></li>
|
||||
</ol>
|
||||
<ol start="5">
|
||||
<li value="5">Select a payment method in the <b>Method</b> box.<ul type="disc"><li>Use the method <b>Collection Agency</b> to record a payment that a patron has made directly to a collection agency, as reported by the collection agency.</li><li>The method <b>Pay from Credit</b> is available only if there is a credited amount on the patron’s account.</li><li>If your library accepts credit card payments, and the patron wants to pay with a credit card, select <b>Credit card</b> in the method box. For more information about taking credit card payments, see:<ul type="disc"><li><a href="take_credit_card_pay-EnvisionWare.htm">Take payments for fines and fees - EnvisionWare</a></li><li><a href="Take_credit_card_payments_for_fines_and_fees_-_PayPal_Payflow.htm">Take credit card payments for fines and fees - PayPal Payflow Pro</a></li><li><a href="Take_payments_for_fines_and_fees_-_Comprise_SmartPAY.htm">Take payments for fines and fees - Comprise SmartPAY</a></li></ul></li></ul></li>
|
||||
<li value="6">If you want to add a note about the transaction, type the information in the <b>Note</b> box.</li>
|
||||
<li value="7">Click <b>OK</b> on the Pay dialog box.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Patron Status workform - Account view appears, and the amount in the <b>Charges</b> box decreases. The following situations may occur:</p>
|
||||
<blockquote>
|
||||
<ul type="disc">
|
||||
<li>If a charge was only partially paid, the charge still appears in the Account Transaction list with the balance in the Balance column. The payment appears in the Transaction Summary dialog box.</li>
|
||||
<li>If charges were paid in full, they no longer appear in the Account Transaction list. Instead, they appear in the Transaction Summary dialog box, along with payments.</li>
|
||||
</ul>
|
||||
</blockquote>
|
||||
<p class="indent2">If you paid multiple charges, each charge line item has a corresponding pay line item.</p>
|
||||
<p class="indent2">If you have set Polaris to print fine receipts from the Patron Status workform, a receipt is printed.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>For the first time after installation only, you need to set up Polaris to print receipts and slips. You can also opt to print the fine receipt only if the patron does not receive eReceipts. See <a href="../PPworkstn/Setting_Up_Receipt_Printing_from_Workforms.htm#XREF_66208_Setting_Print">Setting Up Receipt Printing from Workforms</a>.</p>
|
||||
<h4>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><a name="kanchor5491"></a><a name="IX_viewing_transaction"></a><span class="FM_BulletHead">Viewing transactions made from a credit </span>- You can see the transactions made from a credit in the patron account. Right-click the credit in the Account Transaction list, and select <b>History</b> from the context menu. The Transaction History dialog box opens, listing the transactions made from the credit. To print a transaction in the list, right-click it and select print from the context menu.</li>
|
||||
<li><span class="FM_BulletHead">Refunding a credit</span> - See <a href="Refund_a_credit_amount.htm#XREF_22681_Refund_a_credit">Refund a credit amount</a>.</li>
|
||||
<li><span class="FM_BulletHead">Managing overdue fines at circulation</span> - See <a href="../PPckin/Resolve_a_fine_at_check-in.htm#XREF_77492_Resolve_a_fine_at">Resolve a fine at check-in</a>.</li>
|
||||
<li><span class="FM_BulletHead">Setting Polaris to allow credits from overpayments</span>  <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Patron_Services_Admin/PDPpatacct/Setting_Patron_Accounting_Options.htm#XREF_63686_Setting_Patron">Setting Patron Accounting Options</a>.</MadCap:conditionalText></li>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<h1><a name="XREF_54418_Charges_and"></a>Processing Charges and Payments</h1>
|
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<p><a name="kanchor4001"></a><a name="IX_automatic"></a><a name="kanchor4002"></a><a name="IX_overview_38"></a><a name="kanchor4003"></a><a name="IX_charges_overview"></a>Charges include overdue fines, replacement costs, and any other fees that a library chooses to implement. Some charges are automatically assigned to patron accounts. For example, the system may automatically calculate and assign charges when an item is manually declared lost, an overdue item is billed, and when any overdue item is recovered at check-in, check-out, or renewal. These charges are determined by Polaris Administration settings for your library. In addition, you can manually assign a charge at any time, such as for a damaged item. See <a href="Create_a_charge_from_the_Account_view.htm#XREF_53696_Create_a_charge">Create a charge from the Account view </a>.</p>
|
||||
<p>With the appropriate permissions, you can reconcile current charges in a patron account by paying them or waiving them, you can issue refunds or credits on completed transactions, and you can manually create a credit in a patron’s account.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The Last activity date will be updated on the patron record when a payment is made on the patron account. </p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="Create_a_charge_from_the_Account_view.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Create a Charge from the Patron Account View </span></a>
|
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</li>
|
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<li><a href="Pay_charges_from_the_Account_view.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Pay Charges from the Account View</span></a>
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</li>
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<li><a href="Waive_charges_from_the_Account_view.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Waive Charges from the Account View</span></a>
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</li>
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<li><a href="Create_a_credit_manually.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Create a credit manually</span></a>
|
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<li><a href="Refund_a_credit_amount.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Refund a Credit Amount</span></a>
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<li><a href="BillChargeManu.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Bill a Charge Manually to a Patron Account </span></a>
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<h1><a name="XREF_22681_Refund_a_credit"></a>Refund a Credit Amount</h1>
|
||||
<p><a name="kanchor253"></a><a name="IX_credits_in_patron_account"></a><a name="kanchor254"></a><a name="IX_credits_refunding"></a><a name="kanchor255"></a><a name="IX_refunding"></a>From the Patron Status workform - Account view, you can partially or fully refund credit transactions. To refund credits:</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>As you work with the record, you can refresh the header information in the workform. Press <b>F5</b>, select <b>View, Refresh</b>, or click <img alt="Refresh button" style="width: 29;height: 18;" src="../../../Resources/Images/RefreshBtn_29x18.gif" class="imginline" title="Refresh button" /> on the toolbar.</p>
|
||||
<ol>
|
||||
<li value="1">Open the patron’s record in the Patron Status workform - Account view. See <a href="Access_the_account_data_for_a_patron_record.htm#XREF_96125_Access_the_account">Access the account data for a patron record</a>.</li>
|
||||
<li value="2">Select one or more credit transactions to refund in the Account Transactions list.</li>
|
||||
<li value="3">Select <img alt="RefundCreditBtn.gif" style="width: 30;height: 30;" src="RefundCreditBtn_30x30.gif" class="imginline" /> above the Account Transaction list, or press <b>CTRL+G</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Refund Credit dialog box appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Type the amount to refund in the <b>Amount</b> box.</li>
|
||||
</ol>
|
||||
<p class="indent2">If you selected multiple credit transactions, and you specify an amount less than the amount shown in the <b>Balance</b> box, the refund is applied to the oldest transactions first. Each fully-refunded credit transaction will be removed from the Account Transaction list, and recorded in the Transaction History. Any remaining amount is applied to the next oldest credit in the Account Transaction list as a partial refund.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">If you want to add a note to the transaction, type the information in the <b>Note</b> box.</li>
|
||||
<li value="6">Click <b>OK</b> on the dialog box.</li>
|
||||
</ol>
|
||||
<p class="indent2">The refund is added to the Account Transaction list, and the amount is subtracted from the total in the <b>Credits</b> box.</p>
|
||||
<h4>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Viewing transactions made from a credit </span>- You can see the transactions made from a credit in the patron account. Right-click the credit in the Account Transaction list, and select <b>History</b> from the context menu. The Transaction History dialog box opens, listing the transactions made from the credit. To print a transaction in the list, right-click it and select print from the context menu.</li>
|
||||
<li><a href="Refund_or_credit_completed_payment_transactions.htm#XREF_94364_Refund_or_credit">Refund or credit completed payment transactions</a>
|
||||
</li>
|
||||
<li><a href="Return_forfeit_or_credit_deposits.htm#XREF_65535_Return_forfeit_or">Return, forfeit, or credit deposits</a>
|
||||
</li>
|
||||
<li><a href="Refund_a_credit_card_payment_from_Patron_Status_-_Account_view.htm#XREF_96755_Refund_a_credit">Refund a credit card payment from Patron Status - Account view</a>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services/PPuseacct/Refund_a_credit_card_payment_from_Patron_Status_-_Account_view.htm">Open topic with navigation</a>
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<h1><a name="XREF_96755_Refund_a_credit"></a>Refund a Credit Card Payment from Patron Status - Account View</h1>
|
||||
<p><a name="kanchor3213"></a><a name="IX_credit_card_Patron"></a><a name="kanchor3214"></a><a name="IX_refunding_from_Patron"></a>This refund method is convenient when you are working with a patron’s account. To refund credit card payments from the Patron Status workform - Account view:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You need the Polaris permission <b>Fines: Allow refunds</b> to issue a refund on a credit card account, and credit card payments must be licensed for the Polaris staff client to refund a credit card payment by this method. If you need to refund a credit card payment made through PAC, and your library does not have a staff client license for credit card processing, you can refund the payment using the Credit Card Payments Manager. See <a href="View_orders_and_refund_credit_card_payments.htm#XREF_65241_View_orders_and">View orders and refund credit card payments</a>.<br />To refund credit card payments made through Comprise SmartPAY, both the branch that took the payment and the branch issuing the refund must use SmartPAY. A SmartTerminal must be connected to your workstation.<br /></p>
|
||||
<ol>
|
||||
<li value="1">Open the patron’s record in the Patron Status workform - Account view. See <a href="Access_the_account_data_for_a_patron_record.htm#XREF_96125_Access_the_account">Access the account data for a patron record</a>.</li>
|
||||
<li value="2">Click <img alt="pTransSumIcon00049.gif" style="width: 30;height: 18;" id="image78" src="pTransSumIcon00049_30x18.gif" class="imginline" /> or press <b>CTRL+T</b> to display the Transaction Summary dialog box.</li>
|
||||
</ol>
|
||||
<p class="indent2">All reconciled transactions appear.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select the appropriate payment or payments in the list. If you select more than one payment, all payments must be from the same order.</li>
|
||||
<li value="4">Right-click and select <b>Refund</b> from the context menu.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Credit Refund dialog box appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Type the amount to refund in the <b>Amount</b> box.</li>
|
||||
</ol>
|
||||
<p class="indent2">You cannot make a partial refund if you selected more than one payment. You must refund the entire amount.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">(Optional) Type a note describing the reason for the refund.</li>
|
||||
<li value="7">Click <b>OK</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">A confirmation message appears. Click <b>Yes</b> to proceed with the refund.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If the amount of the refund exceeds the net sale, a message is displayed. You can credit the maximum amount, or close the message box to cancel the transaction.</p>
|
||||
<p class="indent2">If your payment gateway is Comprise SmartPAY, swipe the patron’s card in the SmartTerminal reader.</p>
|
||||
<p class="indent2">The credit receives a transaction reference number, and will be subtracted from the patron’s credit card account balance.</p>
|
||||
<h4>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Refunds from the Credit Card Payment Manager</span> - See <a href="View_orders_and_refund_credit_card_payments.htm#XREF_65241_View_orders_and">View orders and refund credit card payments</a>.</li>
|
||||
<li><span class="FM_BulletHead">Non-credit card refunds</span> - See <a href="Refund_or_credit_completed_payment_transactions.htm#XREF_94364_Refund_or_credit">Refund or credit completed payment transactions</a>.</li>
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<h1><a name="XREF_94364_Refund_or_credit"></a>Refund or Credit Completed Payment Transactions</h1>
|
||||
<p><a name="kanchor2557"></a><a name="IX_completed_payment"></a><a name="kanchor2558"></a><a name="IX_crediting"></a><a name="kanchor2559"></a><a name="IX_refunding_1"></a><a name="kanchor2560"></a><a name="IX_crediting_payments"></a><a name="kanchor2561"></a><a name="IX_refunding_payments"></a>Completed transactions are moved to the Transaction History, but you can refund or credit payments even after they are complete. You can refund or credit a single payment, multiple payments, or all payments in a single transaction. You can also do a partial refund or credit.</p>
|
||||
<p> To refund or credit payments for completed transactions on a patron’s account:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>For instructions on refunding payments made by credit card, see <a href="Managing_Credit_Card_Orders.htm#XREF_28959_Managing_Credit">Managing Credit Card Orders</a>, and <a href="Refund_a_credit_card_payment_from_Patron_Status_-_Account_view.htm#XREF_96755_Refund_a_credit">Refund a credit card payment from Patron Status - Account view</a>.</p>
|
||||
<ol>
|
||||
<li value="1">Open the patron’s record in the Patron Status workform - Account view. See <a href="Access_the_account_data_for_a_patron_record.htm#XREF_96125_Access_the_account">Access the account data for a patron record</a>.</li>
|
||||
<li value="2">Click <img alt="pTransSumIcon00039.gif" style="width: 30;height: 18;" id="image52" src="pTransSumIcon00039_30x18.gif" class="imginline" /> or press <b>CTRL+T</b> to display the Transaction Summary dialog box.</li>
|
||||
</ol>
|
||||
<p class="indent2">All reconciled transactions appear.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select the appropriate payment or payments in the list.</li>
|
||||
<li value="4">Choose one of the following options:<ul type="disc"><li>To refund a payment or payments, right-click and select <b>Refund</b> from the context menu. The Refund dialog box appears.</li><li>To credit a payment or payments, right-click and select <b>Credit</b> from the context menu. The Credit dialog box appears.</li></ul></li>
|
||||
<li value="5">If you want to partially refund or credit the amount, type the new amount in the <b>Amount</b> box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Important:<br /></b>If you chose to refund or credit multiple payments, you <span class="FM_Emphasis">cannot</span> change the number in the <b>Amount</b> box. You must refund or credit the entire amount.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">If you want add a note to the transaction, type the information in the <b>Note</b> box.</li>
|
||||
<li value="7">Click <b>OK</b> on the dialog box.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Transaction Summary appears. A <span class="FM_Emphasis">refund</span> line item appears in the Transaction Summary list, but a <span class="FM_Emphasis">credit</span> line item appears in the Account view’s Account Transaction list. Any credit amount is added to the total in the <b>Credits</b> box at the bottom of the Account view.</p>
|
||||
<p class="indent2">If you refunded or credited multiple payments, each payment line item has a corresponding refund or credit line item.</p>
|
||||
<h4>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Viewing transactions made from a credit </span>- You can see the transactions made from a credit in the patron account. Right-click the credit in the Account Transaction list, and select <b>History</b> from the context menu. The Transaction History dialog box opens, listing the transactions made from the credit. To print a transaction in the list, right-click it and select print from the context menu.</li>
|
||||
<li><a href="Return_forfeit_or_credit_deposits.htm#XREF_65535_Return_forfeit_or">Return, forfeit, or credit deposits</a>
|
||||
</li>
|
||||
<li><a href="Managing_Credit_Card_Orders.htm#XREF_28959_Managing_Credit">Managing Credit Card Orders</a>
|
||||
</li>
|
||||
<li><a href="Refund_a_credit_card_payment_from_Patron_Status_-_Account_view.htm#XREF_96755_Refund_a_credit">Refund a credit card payment from Patron Status - Account view</a>
|
||||
</li>
|
||||
</ul>
|
||||
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|
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_23724_Remove_a_patron"></a>Remove a Patron Account from Collection</h1>
|
||||
<p><a name="kanchor3931"></a><a name="IX_removing_patron_from"></a>Under special circumstances, you may want to remove a patron’s account  from collection even though there has been no account activity. To remove an account from collection manually:</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>You need the Circulation permission <b>Remove collection agency block: Allow</b> to do this procedure. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Patron_Services_Admin/PDPstart/Setting_Circulation_Permissions.htm#XREF_33495_Setting">Setting Circulation Permissions</a>.</MadCap:conditionalText> If you manually remove a patron’s account from collection, you must inform the collection agency. The removal is not recorded in any automatic reporting functions for collections.</p>
|
||||
<ol>
|
||||
<li value="1">Open the patron’s record in the Patron Status workform - Account view. See <a href="Access_the_account_data_for_a_patron_record.htm#XREF_96125_Access_the_account">Access the account data for a patron record</a>.</li>
|
||||
<li value="2">Click <img alt="pCollAgIcon00050.gif" style="width: 29;height: 18;" id="image87" src="pCollAgIcon00050_29x18.gif" class="imginline" /> to display the Collection Summary dialog box.</li>
|
||||
</ol>
|
||||
<p class="indent2">The patron’s collection summary appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select the line item or items for which the patron should be removed from collection.</li>
|
||||
<li value="4">Click <b>Remove From Collection</b>.</li>
|
||||
<li value="5">Click <b>Close</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The dialog box closes.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">Inform the collection agency that the patron’s account has been taken out of collection. </li>
|
||||
</ol>
|
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_65535_Return_forfeit_or"></a>Return, Forfeit, or Credit Deposits</h1>
|
||||
<p><a name="kanchor5458"></a><a name="IX_crediting_1"></a><a name="kanchor5459"></a><a name="IX_forfeiting"></a><a name="kanchor5460"></a><a name="IX_returning"></a><a name="kanchor5461"></a><a name="IX_deposits_crediting"></a><a name="kanchor5462"></a><a name="IX_deposits_forfeiting"></a><a name="kanchor5463"></a><a name="IX_deposits_returning"></a>You reconcile deposits by return, forfeit, or credit transactions on one or more deposit line items. You can also do a partial return, forfeit, or credit. </p>
|
||||
<p>To return, forfeit, or credit deposits on a patron’s account:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You cannot pay a charge on a patron account directly from a deposit. However, you can credit the deposit, and then use the credit balance to pay the charge.</p>
|
||||
<ol>
|
||||
<li value="1">Open the patron’s record in the Patron Status workform - Account view. See <a href="Access_the_account_data_for_a_patron_record.htm#XREF_96125_Access_the_account">Access the account data for a patron record</a>.</li>
|
||||
<li value="2">Select the deposit or deposits in the Account Transaction list.</li>
|
||||
<li value="3">Choose one of the following options:<ul type="disc"><li>To return one or multiple deposits, click <img alt="pReturnIcon.gif" style="margin-bottom: -4.000pt;width: 29;height: 28;" id="image82" src="pReturnIcon_29x28.gif" /> above the Account Transaction list, or press <b>CTRL+R</b>.</li></ul></li>
|
||||
</ol>
|
||||
<p class="indent4">The Return dialog box appears.</p>
|
||||
<blockquote>
|
||||
<ul type="disc">
|
||||
<li>To forfeit one or multiple deposits, click <img alt="pForfeitIcon.gif" style="margin-bottom: -4.000pt;width: 28;height: 28;" id="image84" src="pForfeitIcon_28x28.gif" /> above the Account Transaction list, or press <b>CTRL+F</b>.</li>
|
||||
</ul>
|
||||
</blockquote>
|
||||
<p class="indent4">The Forfeit dialog box appears.</p>
|
||||
<blockquote>
|
||||
<ul type="disc">
|
||||
<li>To credit one or multiple deposits, click <img alt="pCreditIcon.gif" style="margin-bottom: -4.000pt;width: 29;height: 28;" id="image85" src="pCreditIcon_29x28.gif" /> above the Account Transaction list, or press <b>CTRL+E</b>.</li>
|
||||
</ul>
|
||||
</blockquote>
|
||||
<p class="indent2">The Credit dialog box appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">To partially return, forfeit, or credit the deposit, type the new amount in the <b>Amount</b> box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Important:<br /></b>If you chose to return, forfeit, or credit multiple deposits, you cannot change the number in the <b>Amount</b> box. You must return, forfeit, or credit the entire amount.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">To add a note to the transaction, type the information in the <b>Note</b> box.</li>
|
||||
<li value="6">Click <b>OK</b> on the dialog box.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Patron Status workform - Account view appears.</p>
|
||||
<blockquote>
|
||||
<ul type="disc">
|
||||
<li>If a deposit was only partially returned, forfeited, or credited, the deposit still appears in the Account Transaction list with the new balance in the Balance column. The return, forfeit, or credit appears in the Transaction Summary dialog box.</li>
|
||||
<li>If a deposit or deposits were returned, forfeited, or credited in full, the deposit or deposits no longer appear in the Account Transaction list. Instead, they appear in the Transaction Summary dialog box, along with the returns, forfeits, or credits.</li>
|
||||
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|
||||
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|
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<body>
|
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services/PPuseacct/Second_Level_Collection_Agency_Management.htm">Open topic with navigation</a>
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<h1><a name="aanchor0"></a>
|
||||
<MadCap:concept term="Introduction" /><a name="kanchor2233"></a>Second Level Collection Agency Management </h1>
|
||||
<p>Libraries can use a two-step process for managing accounts that have been sent to collections. The first step involves sending patron accounts to collections using collection agency processes in Polaris. When the first collection agency reports patron accounts that remain unsettled, the library can implement the second step, which involves securing these patron records to prevent library activity; reporting the accounts to the second collection agency; and releasing patron records when the second collection agency reports back to the library that the accounts have been settled. For details, <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">see <a href="collagenwkflw.htm">Second Collection Agency Workflow</a>.</MadCap:conditionalText></p>
|
||||
<p>The following features can be used to manage patron accounts that were not settled by the first collection agency:</p>
|
||||
<ul>
|
||||
<li>Populate a patron record set by reading patron IDs from a column in an Excel spreadsheet. See <a href="../../Polaris_Basics/PIrecsets/Add_records_to_a_record_set.htm">Add records to a record set</a>.</li>
|
||||
<li>Create an item record set from a patron record set. See <a href="collagenwkflw.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Second Collection Agency Workflow</span></a>.</li>
|
||||
<li>Secure patron records, preventing all circulation and payment activity and most other changes. You can secure an individual patron record using a <b>Tools</b> menu option on the Patron Status workform. Or, you can secure multiple patron records using patron bulk change. Patrons whose records are secured can search the Polaris PACs (PowerPAC, Mobile PAC, and Children's PAC). They can also log in and view their library accounts in the PowerPAC and Mobile PAC, but they cannot place holds, check out eContent, make payments, or change the address or phone 1 field in their patron accounts. See also:<ul><li style="mc-hyphenate: never;"><a href="Secure_a_patron_record.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Secure a patron record</span></a></li><li><a href="../PPpatrecbulk/Bulk_change_patron_records.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Bulk Change Patron Records</span></a></li></ul></li>
|
||||
<li>When the patron accounts have been resolved, release a secured patron record, allowing circulation activity and other changes. See <a href="release_a_secured_patron_record.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Release a secured patron record</span></a>.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />Multiple patron records can be secured using bulk change, but secured records cannot be released using bulk change.</p>
|
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<h1><a name="kanchor5247"></a>Secure a patron record</h1>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />The permission, <b>Patron record: Secure</b>, is required to secure a patron record. </p>
|
||||
<p>Your library can use this process to prevent patrons from using library services when their accounts are in collections, or for any other purpose. Patrons whose records are secured can search the Polaris PACs (PowerPAC, Mobile PAC, and Children's PAC). They can also log in and view their library accounts in the PowerPAC and Mobile PAC, but they cannot place holds, check out eContent, make payments, or change the address or phone 1 field in their patron accounts. If your library uses a second collection agency to attempt to collect money from patrons who have not settled with the first collection agency, you can secure these patron records to prevent any library activity in the PAC and the staff client. See<a href="Second_Level_Collection_Agency_Management.htm"> Second Level Collection Agency Management</a> .</p>
|
||||
<p> A patron record cannot be secured if any items are associated with the patron (out, lost, claimed) or if hold requests (held, shipped, located, inactive, active, or pending) or ILL requests (active, inactive, or received) are on the patron account. The patron record also cannot be secured if the patron is on the "Patrons to include" list in the Collection Agency Setup dialog for the patron's registered branch.</p>
|
||||
<p>If you have the required permissions, you can use the patron bulk change process to secure multiple patron records in a record set. See <a href="../PPpatrecbulk/Bulk_change_patron_records.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Bulk Change Patron Records</span></a>.</p>
|
||||
<p>To secure a patron record:</p>
|
||||
<ol>
|
||||
<li value="1">Open the patron record in the Patron Status workform.</li>
|
||||
<li value="2">Select <b>Tools > Secure Patron Record</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/secpatrec_476x202.gif" style="width: 476;height: 202;" alt="" />
|
||||
</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />Charges on the patron account do <b>not</b> prevent it from being secured.</p>
|
||||
<ul>
|
||||
<li>If the patron record cannot be secured, the following message appears.</li>
|
||||
</ul>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/patcantsec_240x93.gif" style="width: 240;height: 93;" alt="" />
|
||||
</p>
|
||||
<ul>
|
||||
<li>If the patron record can be secured, a message confirms that the record is secured, and a <i>Patron record secured</i> transaction is recorded.</li>
|
||||
</ul>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="secpatrecs.htm">Secured Patron Indicator in Patron Workforms</a>
|
||||
</li>
|
||||
<li><a href="seclistviews.htm">Secured Patron Indicator in List Views</a>
|
||||
</li>
|
||||
<li><a href="release_a_secured_patron_record.htm">Release a secured patron record</a>
|
||||
</li>
|
||||
</ul>
|
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<div id="footer">
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PPuseacct.fm" /><title>Take credit card payments for fines and fees - PayPal Payflow Pro</title>
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<h1><a name="XREF_47024_Take_credit_card"></a>Take Credit Card Payments for Fines and Fees - PayPal Payflow Pro</h1>
|
||||
<p><a name="kanchor1961"></a><a name="IX_credit_card_Payflow_Pro"></a><a name="kanchor1962"></a><a name="IX_taking_payments_staff_1"></a>To take a credit card payment from the Patron Status workform - Account view:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can also accept credit card payments when the payment dialog box appears during circulation workflows; for example, when the patron pays a fine at check-in. Start at step 3 of this procedure and follow the remaining steps.</p>
|
||||
<ol>
|
||||
<li value="1">Open the patron’s record in the Patron Status workform - Account view. See <a href="Access_the_account_data_for_a_patron_record.htm#XREF_96125_Access_the_account">Access the account data for a patron record</a>.</li>
|
||||
<li value="2">Choose one of the following options:<ul type="disc"><li>To pay one or multiple charges, select the charge or charges in the Account Transaction list, and click <img alt="pPayIcon00040.gif" style="margin-bottom: -4.000pt;width: 26;height: 27;" id="image55" src="pPayIcon00040_26x27.gif" /> or press <b>CTRL+Y</b>.</li><li>To pay all charges, click <img alt="pPayAllIcon00041.gif" style="margin-bottom: -4.000pt;width: 28;height: 28;" id="image56" src="pPayAllIcon00041_28x28.gif" /> or press <b>CTRL+L</b>.</li></ul></li>
|
||||
</ol>
|
||||
<p class="indent2">The Pay dialog box appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">To change the payment amount, type the new amount in the <b>Amount</b> box.</li>
|
||||
</ol>
|
||||
<p class="indent2">Overpayment is not allowed for credit card payments. For details about partial payments, see <a href="Pay_charges_from_the_Account_view.htm#XREF_33555_Pay_or_waive_a">Pay charges from the Account view</a>. </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Select <b>Credit card</b> in the <b>Method</b> box.</li>
|
||||
<li value="5">To add a note about the transaction, type the information in the <b>Note</b> box.</li>
|
||||
<li value="6">Click <b>OK</b> on the Pay dialog box.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Credit Card Payment dialog box appears.</p>
|
||||
<p class="indent2">
|
||||
<img alt="CreditCardPayment.gif" style="margin-bottom: 0.000pt;width: 253;height: 313;" id="image58" src="CreditCardPayment_253x313.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="7">To enter credit card information with a credit card reader, follow these steps:</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To enter information manually, go to step 8.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="8">Pass the patron’s credit card through the reader.</li>
|
||||
</ol>
|
||||
<p class="indent2">The credit card account and billing information is filled in. All but the last four digits of the credit card number are masked.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="9">(Optional) Type a note regarding the transaction.</li>
|
||||
</ol>
|
||||
<p class="indent2">This note appears on the Properties dialog box for the transaction in the Credit Card Payments manager. See <a href="Managing_Credit_Card_Orders.htm#XREF_28959_Managing_Credit">Managing Credit Card Orders</a>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="10">Click <b>Submit</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Credit Card Payment dialog box closes and the workform appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="11">To enter credit card information manually, follow these steps:<ol style="list-style-type: lower-alpha;"><li value="1">On the Credit Card Payment dialog box, select <b>Manual credit card entry</b>.</li></ol></li>
|
||||
</ol>
|
||||
<blockquote>
|
||||
<p class="NoteShade"><b>Note:<br /></b>This option is available only if it has been enabled in Polaris Administration. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Patron_Services_Admin/PDPCreditCard/Set_up_PayPal_Payflow_Pro_credit_card_payments.htm#XREF_20301_Set_up_credit_card">Set up PayPal Payflow Pro credit card payments</a>.</MadCap:conditionalText></p>
|
||||
</blockquote>
|
||||
<p class="indent4">The account and billing information fields become available.</p>
|
||||
<blockquote>
|
||||
<ol style="list-style-type: lower-alpha;" start="2">
|
||||
<li value="2">In the Credit Card section of the dialog box, type the account information.</li>
|
||||
</ol>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Your library’s Payflow Pro setup may require a card security code. This code is typically located on the back of the card near the signature area.</p>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<ol style="list-style-type: lower-alpha;" start="3">
|
||||
<li value="3">In the <b>Billing Name</b> and <b>Address</b> section of the dialog box, type the billing name and address information for the credit card.</li>
|
||||
</ol>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<ol style="list-style-type: lower-alpha;" start="4">
|
||||
<li value="4">(Optional) Type a note regarding the transaction.</li>
|
||||
</ol>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<p class="indent2">This note appears on the Properties dialog box for the transaction in the Credit Card Payments Manager. See <a href="Managing_Credit_Card_Orders.htm#XREF_28959_Managing_Credit">Managing Credit Card Orders</a>.</p>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<ol style="list-style-type: lower-alpha;" start="5">
|
||||
<li value="5">Click <b>Submit</b>.</li>
|
||||
</ol>
|
||||
</blockquote>
|
||||
<p class="indent2">The Credit Card Payment dialog box closes and the workform appears.</p>
|
||||
<p class="indent2">For details about how the payment is recorded in the Patron Status workform - Account view, see <a href="Pay_charges_from_the_Account_view.htm#XREF_33555_Pay_or_waive_a">Pay charges from the Account view</a>. If you have set Polaris to print fine receipts from the current workform, a receipt is printed. The receipt includes a credit card transaction summary. If your library has enabled email credit card receipts in Polaris Administration, and there is a valid email address in the patron’s record, the patron receives an email receipt for the transaction.</p>
|
||||
<h4>Related Information</h4>
|
||||
<p><span class="FM_BulletHead">View credit card transactions and issue refunds</span> - See <a href="Managing_Credit_Card_Orders.htm#XREF_28959_Managing_Credit">Managing Credit Card Orders</a>.</p>
|
||||
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services/PPuseacct/Take_payments_for_fines_and_fees_-_Comprise_SmartPAY.htm">Open topic with navigation</a>
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<h1><a name="XREF_82879_Take_credit_card"></a>Take Credit Card Payments for Fines and Fees - Comprise SmartPAY</h1>
|
||||
<p><a name="kanchor2379"></a><a name="IX_credit_card_Comprise"></a><a name="kanchor2380"></a><a name="IX_taking_payments_staff_2"></a>If your library’s e-commerce gateway is Comprise SmartPAY, a Comprise SmartTerminal (the SmartPAY card reader device) must be connected to your workstation. To take a credit or debit card payment from the Patron Status workform - Account view:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can also accept credit card payments when the payment dialog box appears during circulation workflows; for example, when the patron pays a fine at check-in. Start at step 3 of this procedure and follow the remaining steps.</p>
|
||||
<ol>
|
||||
<li value="1">Open the patron’s record in the Patron Status workform - Account view. See <a href="Access_the_account_data_for_a_patron_record.htm#XREF_96125_Access_the_account">Access the account data for a patron record</a>.</li>
|
||||
<li value="2">Choose one of the following options:<ul type="disc"><li>To pay one or multiple charges, select the charge or charges in the Account Transaction list, and click <img alt="pPayIcon00043.gif" style="margin-bottom: -4.000pt;width: 26;height: 27;" id="image59" src="pPayIcon00043_26x27.gif" /> or press <b>CTRL+Y</b>.</li><li>To pay all charges, click <img alt="pPayAllIcon00044.gif" style="margin-bottom: -4.000pt;width: 28;height: 28;" id="image60" src="pPayAllIcon00044_28x28.gif" /> or press <b>CTRL+L</b>.</li></ul></li>
|
||||
</ol>
|
||||
<p class="indent2">The Pay dialog box appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">To change the payment amount, type the new amount in the <b>Amount</b> box.</li>
|
||||
</ol>
|
||||
<p class="indent2">Overpayment is not allowed for credit card payments. For details about partial payments, see <a href="Pay_charges_from_the_Account_view.htm#XREF_33555_Pay_or_waive_a">Pay charges from the Account view</a>. </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Select <b>Credit card</b> in the <b>Method</b> box.</li>
|
||||
<li value="5"><span class="FM_StepNumber"><span style="word-spacing: normal;font: 6.0pt "Times New Roman";"> </span></span>If you want to add a note about the transaction, type the information in the <b>Note</b> box.</li>
|
||||
<li value="6">Click <b>OK</b> on the Pay dialog box.</li>
|
||||
</ol>
|
||||
<p class="indent2">The system checks whether the payment is an overpayment, which is not allowed, or under the minimal amount set for credit card transactions, and displays appropriate messages to stop the transaction in these cases. Otherwise, the Credit Card Payment dialog box opens.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can add a note to the transaction. Entries in the Note field on this dialog box appear on the Polaris Store Order. For information about viewing credit card transactions and “orders,” see<b><a href="Managing_Credit_Card_Orders.htm#XREF_28959_Managing_Credit">Managing Credit Card Orders</a>.</b></p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="7">Click <b>Submit</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The system creates Store Order, Store Transaction, and Store Details entries with Pending status, sends the request to SmartPAY, and sends a query result request to SmartPAY every 5 seconds.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="8">Pass the patron’s credit or debit card through the SmartTerminal reader.</li>
|
||||
</ol>
|
||||
<p class="indent2">When the card is authorized, the system notifies SmartPAY that the transaction is finished, the ILS Store Order is updated to Complete status and the ILS Store Transaction to Success status, and the patron account is updated. </p>
|
||||
<p class="indent2">A confirmation message is displayed after a few seconds, and a receipt is generated according to the receipt setup for your workstation. For details about how the payment is recorded in the Patron Status workform - Account view, see <a href="Pay_charges_from_the_Account_view.htm#XREF_33555_Pay_or_waive_a">Pay charges from the Account view</a>. If your library has enabled email credit card receipts in Polaris Administration, and there is a valid e-mail address in the patron’s record, the patron receives an email receipt for the transaction.</p>
|
||||
<h4>Related Information</h4>
|
||||
<p><span class="FM_BulletHead">View credit card transactions and issue refunds</span> - See <a href="Managing_Credit_Card_Orders.htm#XREF_28959_Managing_Credit">Managing Credit Card Orders</a>.</p>
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<h1><a name="XREF_72823_Taking_Credit_Card"></a>Taking Credit Card Payments</h1>
|
||||
<p><a name="kanchor5743"></a><a name="IX_taking_payments_staff"></a>If your library provides credit card processing at the staff workstation through EnvisionWare, Comprise™ SmartPAY™, or PayPal (VeriSign<span class="FM_SuperScript">®)</span> Payflow Pro, you can accept a patron’s credit card payment at any point in your workflow where you accept payment for charges on the patron’s account. For example, you can select charges to pay in the Patron Status workform - Account view and you can accept a credit card payment for fines when you renew an overdue item.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Polaris Administration settings determine the minimum amount you can accept as a credit card payment, and other details specific to your library. See <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../../Patron_Services_Admin/PDPCreditCard/Setting_Up_E-Commerce.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Setting Up E-Commerce - Overview and Requirements</span></a>.</MadCap:conditionalText> You also need the Polaris permission <b>Fines: Allow credit card payments</b>. </p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="take_credit_card_pay-EnvisionWare.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Take Credit Card Payments for Fines and fees - EnvisionWare</span></a>
|
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|
||||
<li><a href="Take_payments_for_fines_and_fees_-_Comprise_SmartPAY.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Take Credit Card Payments for Fines and Fees - Comprise SmartPAY</span></a>
|
||||
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|
||||
<li><a href="Take_credit_card_payments_for_fines_and_fees_-_PayPal_Payflow.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Take Credit Card Payments for Fines and Fees - PayPal Payflow Pro</span></a>
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<h1><a name="XREF_58574_View_credit_card"></a>View Credit Card Transactions</h1>
|
||||
<p><a name="kanchor5915"></a><a name="IX_viewing_transactions"></a>A credit card order may include payments (sales) and credits. To view any credit card transaction from the Credit Card Payments Manager:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You need the system Circulation permission <b>Access Credit Card Payments Manager: Allow</b> to do this procedure.</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Utilities </b>><b> Credit Card Payments Manager</b> from the Polaris Shortcut bar.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Credit Card Payments Manager - Orders view opens.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Click the Transactions icon <img alt="StoreOrderTransBtn00046.gif" style="width: 30;height: 18;" src="StoreOrderTransBtn00046_30x18.gif" class="imginline" /> in the sidebar of the Credit Card Payments Manager workform.</li>
|
||||
<li value="3">List transactions using one of these methods:<ul type="disc"><li>Set the <b>Start Date</b> and <b>End Date</b> of the period for which you want to display credit card transactions. You can type the dates or click the down arrows and select the dates from the calendar, and then click <b>Search</b>.</li><li>If you know the reference identification number of the transaction, click <img alt="" style="width: 27;height: 18;" src="../../../Resources/Images/CreditRefFind_27x18.gif" class="imginline" />. The Find Using Reference ID dialog box appears. Enter the transaction reference number and click <b>Search</b>.</li></ul></li>
|
||||
</ol>
|
||||
<p class="indent2">The workform lists the transaction search results.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">To open the store order related to the transaction, right-click the transaction and select <b>Links </b>><b> Store Order</b> from the context menu.</li>
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<h1><a name="XREF_65241_View_orders_and"></a>View Orders and Refund Credit Card Payments</h1>
|
||||
<p><a name="kanchor3139"></a><a name="IX_credit_card_Credit_Card"></a><a name="kanchor3140"></a><a name="IX_refunding_from_Credit"></a><a name="kanchor3141"></a><a name="IX_viewing_orders"></a>To view credit card orders and refund credit card payments from the Credit Card Payments Manager:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You need the system Circulation permission <b>Access Credit Card Payments Manager: Allow</b> to do this procedure.</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Utilities, Credit Card Payments Manager</b> from the Polaris Shortcut bar.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Credit Card Payments Manager - Orders view opens.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">List credit card orders using one of these methods:<ul type="disc"><li>Set the <b>Start Date</b> and <b>End Date</b> of the period for which you want to display credit card payments (orders). You can type the dates or click the down arrows and select the dates from the calendar. Then click <b>Search</b>.</li></ul><ul type="disc"><li>If you know the reference identification number of the payment—for example, the patron has brought in a credit card bill that lists the payment—click <img alt="CreditRefFind.gif" style="width: 27;height: 18;" id="image65" src="../../../Resources/Images/CreditRefFind_27x18.gif" class="imginline" />. The Find Using Reference ID dialog box appears. Enter the payment reference number and click <b>Search</b>.</li></ul></li>
|
||||
</ol>
|
||||
<p class="indent2">The workform lists the order search results.</p>
|
||||
<p class="NoteShade"><b><b>Tip:</b></b>
|
||||
<br />You can see detailed information about an order without opening it. Right-click the order line item and select <b><b style="font-weight: normal;">Properties</b></b> from the context menu.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">To open an order, right-click the order line item and select <b>Open</b> from the context menu.</li>
|
||||
</ol>
|
||||
<p class="indent2"><a name="kanchor3142"></a><a name="IX_viewing_order_details"></a>The Store Order workform - Details view opens. This view shows the details about a single credit card order. For example, if the patron paid two fines in a single order, and credits were later issued on these fines, the Store Order workform lists both the fines and the credits.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The patron address is not displayed in the Store Order workform - Details view for payments made via Comprise SmartPAY.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">To issue a refund on the credit card, select one of these options:</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You need the Polaris permission <b>Fines: Allow refunds</b> to issue a refund on a credit card account. If the payment gateway is Comprise SmartPAY, a SmartTerminal must be connected to the workstation. The same card that made the payment must be used.</p>
|
||||
<blockquote>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Refund one payment</span> - Select the payment (product) and click <img alt="RefundOne.gif" style="margin-bottom: -6.000pt;width: 25;height: 25;" id="image70" src="RefundOne_25x25.gif" /> in the workform toolbar. Or right-click the selected payment, and select <b>Credit Refund</b> from the context menu.</li>
|
||||
<li><span class="FM_BulletHead">Refund all payments</span> - Click <img alt="RefundAll.gif" style="margin-bottom: -6.000pt;width: 26;height: 24;" id="image71" src="RefundAll_26x24.gif" /> in the workform toolbar.</li>
|
||||
</ul>
|
||||
</blockquote>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If a transaction was voided, you see <b>VOID</b> in the <b>Net Sale</b> box, and you cannot select refund options. A transaction may be voided automatically if the credit card address information could not be verified. </p>
|
||||
<p class="indent2">If the payment gateway is Comprise SmartPAY, swipe the patron’s card. Each refund requires a card swipe. If you are refunding three separate payments, you must swipe the card three times.</p>
|
||||
<p class="indent2">The credit receives a transaction reference number, and will be subtracted from the payer’s credit card account balance. If the payment (product) was made by a library patron on a library-related charge such as an overdue fine, the credit transaction appears in the patron’s Transaction Summary (Patron Status workform - Account view).</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To see details about each transaction related to the order, click the Transactions view icon <img alt="StoreOrderTransBtn.gif" style="width: 30;height: 30;" src="StoreOrderTransBtn_30x30.gif" class="imginline" /> in the sidebar of the Store Order workform.</p>
|
||||
<p class="FM_Heading4n">Related Information</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Refund_a_credit_card_payment_from_Patron_Status_-_Account_view.htm#XREF_96755_Refund_a_credit">Refund a credit card payment from Patron Status - Account view</a>
|
||||
</li>
|
||||
<li><a href="Taking_Credit_Card_Payments.htm#XREF_72823_Taking_Credit_Card">Taking Credit Card Payments</a>
|
||||
</li>
|
||||
<li><span class="FM_BulletHead">Comprise SmartPay interface</span> - Comprise SmartPAY provides a SmartPAY API Staff User interface that an administrator can use to get a transaction report and credit or void transactions. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Patron_Services_Admin/PDPCreditCard/E-Commerce_Comprise_SmartPAY.htm#XREF_40899_SmartPAY_Staff">SmartPAY Staff User Interface</a>.</MadCap:conditionalText></li>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<h1><a name="XREF_25997_Performing_a"></a><a name="XREF_40278_Checking_Out_Items"></a>Viewing Patron Financial Accounts</h1>
|
||||
<p><a name="kanchor3010"></a><a name="IX_accounting_1"></a><a name="kanchor3011"></a><a name="IX_overview_37"></a>Patron accounting includes charging fines and fees to patrons and reconciling these charges. The library can charge patrons for overdue, lost, and damaged items, and for special services. Your library may also require deposits for library services, and later return or forfeit the deposits.</p>
|
||||
<p>From the Patron Status workform - Account view, you can view a patron’s outstanding charges, deposits, and credits and take appropriate action.</p>
|
||||
<p class="indent2">
|
||||
<img src="pPatStAcctEx_469x363.gif" style="width: 469;height: 363;" alt="" />
|
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</p>
|
||||
<p class="NoteShade"><b><b>Note:<br /></b></b>Several Circulation permissions control the ability to access and work with patron accounts. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Patron_Services_Admin/PDPstart/Setting_Circulation_Permissions.htm#XREF_33495_Setting">Setting Circulation Permissions</a>.</MadCap:conditionalText></p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>If an item in the list is a serial, the serial designation (<a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">enumeration<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>The designation reflecting the alphabetic or numeric scheme used by the publisher on an item or assigned when the holdings statement is created to identify the individual bibliographic or physical parts and to show the relationship of each unit to the unit as a whole.</span></a> and <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">chronology<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>The date(s) used by the publisher on a serially-issued bibliographic unit to help identify or indicate when it was published. The chronology may reflect the dates of coverage, publication, or printing.</span></a>) is added to the title. You may need to expand the title column to see the designation.</p>
|
||||
<p><a name="kanchor3012"></a><a name="IX_refreshing_the_workform"></a>The bottom portion of the workform displays the account transaction list. Each line item in the list includes the transaction’s date, type, reason for the charge, title, barcode, amount balance, whether the charge was billed or not, the library organization, and notes. Separate line items are displayed for overdue and replacement charges for the same item. </p>
|
||||
<p><a name="kanchor3013"></a><a name="IX_refreshing_the_workform_1"></a>By clicking the appropriate button above the Account Transaction list, you can do financial transactions and access a summary of completed transactions. Place your cursor over any button to see a tooltip that identifies the button’s function. </p>
|
||||
<p><a name="kanchor3014"></a><a name="IX_viewing_item_s_notice"></a>You can see a list of notices that have been sent for an item. Select the item in the Account Transaction list and click <img alt="NoticeHistIcon00032.gif" style="width: 19.559pt;height: 17.376pt;margin-bottom: -6.000pt;" id="image20" src="NoticeHistIcon00032.gif" /> (or press <b>ALT+N</b>). The Notice History dialog box opens. You can print the notice history; for details, <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="Reviewing_Notice_Histories.htm#XREF_18587_Reviewing_an_Item">Reviewing Notice Histories</a>.</MadCap:conditionalText></p>
|
||||
<p>At the bottom of the Account view, the <b>Charges</b>, <b>Deposits</b>, and <b>Credits</b> boxes track total amounts on the patron’s account, and increase or decrease according to the account transactions. For information on doing these transactions, see <a href="Processing_Charges_and_Payments.htm#XREF_54418_Charges_and">Processing Charges and Payments</a>. The amount of the balance is the total of all charges minus the total of any credits. If the patron’s charges exceed any credits, the amount is displayed as a positive number. If the total credit amount is greater than the total charges, the amount is displayed in parentheses.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Deposits are not included in the balance calculation.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="Access_the_account_data_for_a_patron_record.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Access the account data for a patron record</span></a>
|
||||
</li>
|
||||
<li><a href="Display_completed_account_transactions.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Display Completed Account Transactions</span></a>
|
||||
</li>
|
||||
<li><a href="Display_transaction_history.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Display a Transaction’s History </span></a>
|
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</li>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_58640_Waive_charges_from"></a>Waive Charges from the Account View</h1>
|
||||
<p><a name="kanchor1730"></a><a name="IX_from_the_Patron_Account"></a><a name="kanchor1731"></a><a name="IX_charges_waiving_from"></a><a name="kanchor1732"></a><a name="IX_waiving_from_account"></a>From the Account view, you can waive a single charge, selected charges, or all charges in a single transaction if you have the appropriate permissions. You can also waive part of a charge, or apply one waive amount to each of several charges. To waive charges on a patron’s account: </p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>As you work with the record, you can refresh the header information in the workform. Press <b>F5</b>, select <b>View, Refresh</b>, or click <img alt="Refresh button" style="width: 29;height: 18;" src="../../../Resources/Images/RefreshBtn_29x18.gif" class="imginline" title="Refresh button" /> on the toolbar.</p>
|
||||
<ol>
|
||||
<li value="1">Open the patron’s record in the Patron Status workform - Account view. See <a href="Access_the_account_data_for_a_patron_record.htm#XREF_96125_Access_the_account">Access the account data for a patron record</a>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You can right-click a line item and select <b>History</b> from the context menu to see more information about the transaction.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Choose one of the following options:<ul type="disc"><li>To waive one or multiple charges, select the charge or charges in the Account Transaction list, and click <img alt="pWaiveIcon.gif" style="margin-bottom: -8.000pt;width: 29;height: 28;" id="image41" src="pWaiveIcon_29x28.gif" /> or press <b>CTRL+W</b>.</li><li>To waive all charges, click <img alt="pWaiveAllIcon.gif" style="width: 29;height: 18;" src="pWaiveAllIcon_29x18.gif" class="imginline" /> or press <b>CTRL+V</b>.</li></ul></li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Your library may make this feature unavailable for use.</p>
|
||||
<p class="indent2">The Waive dialog box appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">To partially waive the selected charge or charges, type the new amount in the <b>Amount</b> box (maximum $2,000,000.00).</li>
|
||||
</ol>
|
||||
<p class="indent2">If you are making a partial waive on a single charge, the transaction will be recorded as a partial waive on the charge, and the Account Transaction list will show a balance for the charge. If you are making a partial waive on multiple or all charges, the waived amount will be applied to the oldest charges first. Each waived transaction is removed from the Account Transaction list, and recorded in the Transaction History. Any remaining amount is applied to the next oldest charge as a partial waive.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">To apply the same waived amount to <span class="FM_Emphasis">each</span> of multiple charges, select the <b>Distributed Waive</b> checkbox, and type an amount to waive. (If the library does not allow distributed waives, this checkbox is not available for selection.)</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If a specific individual charge is equal to the waive amount, that charge is completely waived. Charges less than the distributed waive amount are not affected.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">To add a note to the transaction, type the information in the <b>Note</b> box.</li>
|
||||
</ol>
|
||||
<p class="indent2">For distributed waives, the note will appear with each transaction.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">Click <b>OK</b> on the Waive dialog box.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Patron Status workform - Account view appears, and the amount in the <b>Charges</b> box decreases. The following situations may occur:</p>
|
||||
<blockquote>
|
||||
<ul type="disc">
|
||||
<li>If a charge was only partially waived, then the charge still appears in the Account Transaction list with the balance due in the Balance column. The waiver appears in the Transaction Summary dialog box.</li>
|
||||
<li>If charges were waived in full, then they no longer appear in the Account Transaction list. Instead, they appear in the Transaction Summary dialog box, along with the waivers.</li>
|
||||
</ul>
|
||||
</blockquote>
|
||||
<p class="indent2">If you waived multiple charges, each charge line item has a corresponding waive line item.</p>
|
||||
<p class="indent2">If you have set Polaris to print fine receipts from the Patron Status workform, and your library has set Polaris to print fine receipts for waive transactions, a receipt prints.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>For the first time after installation only, you need to set up Polaris to print receipts and slips. You can also opt to print the fine receipt only if the patron does not receive eReceipts. See <a href="../PPworkstn/Setting_Up_Receipt_Printing_from_Workforms.htm#XREF_66208_Setting_Print">Setting Up Receipt Printing from Workforms</a>.</p>
|
||||
<h4>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Managing overdue fines at circulation</span> - See <a href="../PPckin/Resolve_a_fine_at_check-in.htm#XREF_77492_Resolve_a_fine_at">Resolve a fine at check-in</a>.</li>
|
||||
<li><span class="FM_BulletHead">Setting Polaris to allow distributed waives</span> - <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Patron_Services_Admin/PDPpatacct/Setting_Patron_Accounting_Options.htm#XREF_63686_Setting_Patron">Setting Patron Accounting Options</a>.</MadCap:conditionalText></li>
|
||||
<li><span class="FM_BulletHead">Setting Polaris to suppress fine receipts for waives</span> - <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Patron_Services_Admin/PDPreceipts/Set_fine_receipt_options.htm#XREF_64505_Set_fine_receipt">Set fine receipt options</a>.</MadCap:conditionalText></li>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<h1><a name="XREF_45811_Working_with"></a>Working with Deposits</h1>
|
||||
<p><a name="kanchor367"></a><a name="IX_overview_39"></a><a name="kanchor368"></a><a name="IX_deposits_overview"></a>Your library may require a deposit when a patron uses a valuable item, rents a room, or uses another library service. When the patron is finished with the service or item, you return all or part of the deposit. Deposits are tracked separately from the standard charge and pay transactions.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You need the Circulation permission <b>Create, return or forfeit a patron account deposit</b> to work with deposits.</p>
|
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|
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<li><a href="Make_deposit_in_patrons_acct.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Make a Deposit in a Patron’s Account</span></a>
|
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services/PPuseacct/collagenwkflw.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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|
||||
<h1>Second Collection Agency Workflow</h1>
|
||||
<p>You can use the following workflow to manage patron accounts that have been returned from the first collection agency and are now submitted to a second collection agency. </p>
|
||||
<ol>
|
||||
<li value="1">The first collection agency (often UMS) sends an Excel file to the library that identifies patron accounts that still have an outstanding debt to the library.</li>
|
||||
<li value="2">A Polaris user adds the patron records to a patron record set using the <b>Add from file</b> option. No data is imported from the Excel file; the file is used to match on the PatronID and pull the appropriate patron records, as they currently exist in the Polaris database, into the record set. </li>
|
||||
<li value="3">The user reviews the record set and removes any patron records that should not be referred to the second collection agency. The user may also select Bulk Change from the patron record set and make any necessary changes to the patron records before sending them to the second collection agency.</li>
|
||||
<li value="4">The user generates an item record set of the items associated with the patron records using options to specify which types of items to include in the item record set.</li>
|
||||
<li value="5">The user can select Bulk Change from the item record set and delete lost items. (This step is necessary because patron records cannot be secured if there are any items still associated with the patron account. Charges can still remain on the account, but all items must be removed before the record can be secured.) Alternatively, if the items are already in Lost status, they will go automatically to Missing or Withdrawn according to settings in the organization’s Lost Item Transition settings in Polaris Administration.</li>
|
||||
<li value="6">The user secures the patron records individually or using the Bulk Change process. </li>
|
||||
<li value="7">The second collection agency attempts to collect the money owed to the library.</li>
|
||||
<li value="8">The second collection agency sends a report to the library listing the patron accounts that are cleared.</li>
|
||||
<li value="9">The library releases the patron records one at a time.</li>
|
||||
<li value="10">On the released patron record, the library waives remaining fines or pays them using “collection agency” payment.</li>
|
||||
</ol>
|
||||
</div>
|
||||
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|
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<div id="footer">
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
|
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<div>
|
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<p align="center">
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
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/*]]>*/</script>
|
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|
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|
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</body>
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</html>
|
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+79
@@ -0,0 +1,79 @@
|
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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Patron Services |Patron Status and Accounting|Managing Patron Accounts in Collection|Second Level Collection Agency Management|Secure and Release Patron Records" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services/PPuseacct/release_a_secured_patron_record.htm">Open topic with navigation</a>
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|
||||
<h1><a name="kanchor1658"></a>Release a secured patron record</h1>
|
||||
<p>You cannot use the patron Bulk Change process to release secured patrons; they must be released individually.</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />The permission <b>Patron record: Release</b>, set for the patron's registered branch, is required to release a patron record. </p>
|
||||
<p>To release a secured patron record:</p>
|
||||
<ol>
|
||||
<li value="1">Open the Patron Status workform for a secured patron.</li>
|
||||
<li value="2">Select <b>Tools > Release Patron Record</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/patstatrelease_415x149.gif" style="width: 415;height: 149;" alt="" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select <b>File > Save</b>. The patron record is released and a confirmation message appears. In addition, a <em>Patron record released </em>transaction is recorded.</li>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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</html>
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+77
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services/PPuseacct/seclistviews.htm">Open topic with navigation</a>
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|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<div role="main" id="mc-main-content">
|
||||
<h1>Secured patron indicator in listviews</h1>
|
||||
<p>A red exclamation point is displayed in the Find Tool results list and in patron record list views when a patron record is secured.</p>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/secpatFT_431x183.gif" style="width: 431;height: 183;" alt="" />
|
||||
</p>
|
||||
<p>When you open a secured patron record, a message is displayed.</p>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/securedrecmsg_401x210.gif" style="width: 401;height: 210;" alt="" />
|
||||
</p>
|
||||
<p>A red exclamation point displays in a patron record set if the patron's record is secured .</p>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/secpatinrecset_432x147.gif" style="width: 432;height: 147;" alt="" />
|
||||
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
|
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<div>
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<p align="center">
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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+72
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<!DOCTYPE html>
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|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1>Secured patron indicator in patron workforms</h1>
|
||||
<p>When a patron record is secured, the title bar of the Patron Status and Patron Registration workforms displays: <b>[Record is secured]</b>. Many of the menu options and screen elements are dimmed to indicate they are unavailable.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/patstatsec_391x302.gif" style="width: 391;height: 302;" alt="" />
|
||||
</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/patregsec_402x279.gif" style="width: 402;height: 279;" alt="" />
|
||||
</p>
|
||||
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|
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
|
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|
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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|
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services/PPuseacct/securepatrecover.htm">Open topic with navigation</a>
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||||
<h1>Secure and Release Patron Records</h1>
|
||||
<p>You can secure an individual patron record from the Patron Status workform using a Tools option, or secure multiple patron records from the Patron Record Set workform using Bulk Change. See <a href="../PPpatrecbulk/Bulk-Changing_Patron_Records.htm">Bulk-Changing Patron Records.</a></p>
|
||||
<p>When you secure a patron record, all circulation and payment activity, and most other patron record updates are prevented, in both the staff client and the PACs (PowerPAC, Mobile PAC, and Children's PAC). </p>
|
||||
<p>The following activities are also prevented if a patron is secured:</p>
|
||||
<ul>
|
||||
<li>Sending Fines notices. Patrons with secured records do not receive Polaris Fines notices, since the assumption is they are now obligated to deal directly with the collection agency regarding their debts. The library can still produce Patron Billing Statements.</li>
|
||||
<li>Checking out items or logging into the patron's account from a self-check unit</li>
|
||||
<li>Deleting the patron record</li>
|
||||
<li>Designating the patron as a community representative </li>
|
||||
<li>Using Outreach Services for a patron</li>
|
||||
<li>Editing a community profile from the PAC (if the patron is already a community representative)</li>
|
||||
<li>Checking out in offline mode</li>
|
||||
</ul>
|
||||
<p>In addition, secured patron records are never included in collection agency Submission, Update, or Synchronization reports because these records cannot have any changes made to them (including adding collection agency fees or taking payments).</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />If your library uses the secure patron feature and offline circulation, be sure to secure patron records when there is no offline activity and use the most recent offline file.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="Secure_a_patron_record.htm">Secure a patron record</a>
|
||||
</li>
|
||||
<li><a href="secpatrecs.htm">Secured patron indicator in patron workforms</a>
|
||||
</li>
|
||||
<li><a href="seclistviews.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Secured patron indicator in listviews</span></a>
|
||||
</li>
|
||||
<li><a href="release_a_secured_patron_record.htm">Release a secured patron record</a>
|
||||
</li>
|
||||
</ul>
|
||||
<p> </p>
|
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|
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<div id="footer">
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" /><title>Take credit card payments for fines and fees - EnvisionWare</title>
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<h1>Take Credit Card Payments for Fines and fees - EnvisionWare</h1>
|
||||
<p><a name="kanchor135"></a><a name="IX_credit_card_Comprise"></a><a name="kanchor136"></a><a name="IX_taking_payments_staff_2"></a>If your library’s e-commerce gateway is EnvisionWare, and the workstation has a card reader attached, you can accept credit card payments in Polaris. When EnvisionWare is set up as the payment gateway in Polaris Administration, your library can specify whether to use EnvisionWare's Staff Register application to make these payments or to use the Polaris interface. In either case, EnvisionWare handles the financial transactions and PCI compliance.</p>
|
||||
<p>To take a credit or debit card payment from the Patron Status workform - Account view using EnvisionWare as the payment gateway:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can also accept credit card payments from:<br />Patron Status > Items out view > Declare lost or Renew<br />Patron Registration > Pay registration fee<br />Item Record > Check in > Pay overdue fine<br />Check In > Resolve billed or lost item, or Renew chargeable overdue item <br /></p>
|
||||
<ol>
|
||||
<li value="1">Open the patron’s record in the Patron Status workform - Account view. See <a href="Access_the_account_data_for_a_patron_record.htm#XREF_96125_Access_the_account">Access the account data for a patron record</a>.</li>
|
||||
<li value="2">Select <b>Pay </b>or press<b><b> CTRL+Y,</b><![CDATA[ ]]></b>or select<b><![CDATA[ ]]></b><span style="font-weight: bold;">Pay all </span>or press <span style="font-weight: bold;">CTRL+L</span><b>.</b></li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/patstatusPay_502x253.gif" style="width: 502;height: 253;" alt="" />
|
||||
</p>
|
||||
<p class="indent2">The Pay dialog box appears.</p>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/Paydialbx_370x170.gif" style="width: 370;height: 170;" alt="" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">If you want to change the payment amount, type the new amount in the <b>Amount</b> box.</li>
|
||||
</ol>
|
||||
<p class="indent2">Over-payments are not allowed for credit card payments. For details about partial payments, see <a href="Pay_charges_from_the_Account_view.htm#XREF_33555_Pay_or_waive_a">Pay charges from the Account view</a>. </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Select <b>Credit card</b> in the <b>Method</b> box.</li>
|
||||
<li value="5">If you want to add a note about the transaction, type the information in the <b>Note</b> box.</li>
|
||||
<li value="6">Click <b>OK</b> on the Pay dialog box.</li>
|
||||
</ol>
|
||||
<p class="indent2">The system checks whether the payment is an overpayment, which is not allowed, or under the minimal amount set for credit card transactions, and displays appropriate messages to stop the transaction in these cases. </p>
|
||||
<p class="indent2">Otherwise, the Credit Card Payment dialog box opens.</p>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/StaffCreditPay1_347x237.png" style="width: 347;height: 237;" alt="" />
|
||||
</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can add a note to the transaction. Entries in the Note field on this dialog box appear on the Polaris Store Order. For information about viewing credit card transactions and “orders,” see<b><a href="Managing_Credit_Card_Orders.htm#XREF_28959_Managing_Credit"> Managing Credit Card Orders</a>.</b></p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="7">Click <b>Submit</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">A message instructs you to swipe the credit card.</p>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/StaffCreditPay2_375x259.png" style="width: 375;height: 259;" alt="" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="8">Slide the patron's credit card through the card reader, and select <b>Submit</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">When the card is authorized, a confirmation message is displayed. </p>
|
||||
<p class="indent2">The system notifies EnvisionWare that the transaction is finished, the ILS Store Order is updated to Complete status, the ILS Store Transaction is updated to Success status, and the patron account is updated. </p>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/StaffCreditPay3_334x146.png" style="width: 334;height: 146;" alt="" />
|
||||
</p>
|
||||
<p class="indent2">For details about how the payment is recorded in the Patron Status workform - Account view, see <a href="Pay_charges_from_the_Account_view.htm#XREF_33555_Pay_or_waive_a">Pay charges from the Account view</a>. If your library has enabled email credit card receipts in Polaris Administration, and there is a valid e-mail address in the patron’s record, the patron receives an email receipt for the transaction.</p>
|
||||
<p>See also: <a href="Managing_Credit_Card_Orders.htm#XREF_28959_Managing_Credit">Managing Credit Card Orders</a>.</p>
|
||||
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<p align="center">
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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Reference in New Issue
Block a user