To view a patron’s bill history, retrieve the patron record and go to the Bills screen, and then click History.
On Bill History, you can view all bills or bills incurred in a specified time frame. You can use the calendar widgets to specify the Start Date and End Date, and then click Retrieve Transactions.
You may add a bill entry to an existing bill. Highlight the bill, then click Add Billing button at the bottom of the above screen.
For more information about a particular bill, you can select the bill on the list and click Full Details at the bottom of the above screen and the bill details are displayed in a pop-up window.
On the Bill History screen, you can also view payments by selecting the Payments tab. You can view all payments or payments made within a time frame.
To view the details of a particular payment, highlight the line and click the Full Details button at the bottom.
Important Note: Items can be deleted from the catalog even if a charge for that item is still attached to the patron’s record. The charge will remain on the patron’s account after the deletion.