Processing Patron Fines

Note: To send e-mail notifications

to patrons who owe fines, see the

Fines are created and charged to a patron

1. When an overdue item is returned, if the library charges fines for overdues. (See Item Group Circ Periods and Circulation Settings Return Renewal Operations.

2. When an item on loan to a patron is claimed as Lost. See Using the Transactions Menu.

3. When an item on loan to a patron is determined to be Damaged. See Using the Transactions Menu.

Recording a Payment

1. In the Barcode box, scan the patron barcode, or type it and then press ENTER.

2. Click the Payment icon

. at the top of the Patron pane. This displays the Payment page, which lists the patron’s fine(s).

Note: This page also shows pending fines.

Any lines without anything in the Reason

column are fines that have already accrued

on overdue items. This is the amount that

will be charged if the item is returned today.

For these items, the date in the Date Returned

column is actually the date the item was

originally due, which changes to the current

date when the items are returned.

3. This page has four tabs:

Payment – Use this tab if the patron is paying the fine, or if any of it is to be forgiven.
Type the amount to be forgiven, if any, in the Forgiven box.
Type the amount of currency received in the Tendered box. Click Apply. (If change is due back, a dialog box displays the amount to be returned to the patron. Click OK.)

Note: If the patron claims that he or she

previously paid a particular fine, click the

History tab to review the payment history.

If you want to record that this item was

previously paid, select the Claimed Paid

check box by that item. This reduces the

Balance amount accordingly.

New Fine – Use this tab if you want to add a new fine. Type the amount of the fine and a note, if desired. The new fine and the note will be added to the fines listed in the Payment tab. Click Apply.

Tip: Use New Fine to enter a membership

fee or a charge for printing or pencils,

for example.

Refund – Use this tab to apply a refund. Type the amount of the refund and a note, if desired. Click Apply.
History – Use this tab to view payment history.

4. When finished, click Done to return to the main Circulation screen.