Patron Ledger
- 15 Feb 2020
- 1 Minute to read
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Patron Ledger
- Updated on 15 Feb 2020
- 1 Minute to read
- Contributors
- Print
- DarkLight
- PDF
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The Ledger panel on the Patrons View page shows a list of all of the fines, charges, adjustments, and payments made on the patron's account.
Adding a Payment
Click the Payment button to record a payment received from the patron.
Enter the amount collected and click Add Payment.
Adding Payments from Circulation Transactions Page
You can also record payments from the Patron Status view on the Circulation Transactions page
Adjustments
Miscellaneous charges and credits to a patron's account can be made for various reasons, including correcting errors on other fines, charges, and payments. Click the + button to add an adjustment.
Fields
- Description - A short description of the reason for the adjustment.
- Charge/Credit - Select Charge to increase the patron's balance or Credit to reduce the balance.
- Amount - The amount of the adjustment.
Entering Adjustments from Circulation Transactions Page
You can also enter adjustments from the Patron Status view on the Circulation Transactions page
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