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79 lines
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" /><title>Bill a charge manually to a patron account</title>
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<h1><a name="kanchor1620"></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">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.4</span></div>
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