To collect payments, retrieve the patron record. Navigate to the Bills screen as described in Bills and Payments.

When bills are paid, the money applied starts at the top of the list of bills. To pay specific bills, uncheck the bills that you do not wish to pay at this time. The amount displayed in Total Checked: will change to reflect the appropriate amount.

When you are ready to make a payment, select a payment type from the dropdown menu in the Pay Bill portion of the screen.

Enter the amount of payment in the Payment received field.

If you would like to add a note to the payment, check the box for Annotate Payment.

Click Apply Payment! to make the payment.

If you have selected Annotate Payment, a box will display for the annotation.

The screen will refresh to display the updated bill information for the patron. If change is due, the bottom portion of the screen, Change Due Upon Payment: will briefly reflect the amount due to the patron.

It is possible to convert change due to a patron credit by selecting the Convert Change to Patron Credit checkbox.

Void clears all history of the bill, while forgive retains the history.

Choose forgive as the payment type as described in the section Making Payments.

Enter the amount to be forgiven. Choose Annotate Payment as required by local policy.

Apply Payment. Annotate, if prompted.

The screen will refresh to display the payment.

Bills under one transaction are grouped in one bill line. Bills may be voided in part or in whole.

To void the full billing amount:

Select the bill(s) to be voided from the list in the patron account.

Right click or use the Actions for Selected Transactions menu to select Void All Billings.

Confirm the action.

To void a partial amount:

Select a billing and choose Full Details for the transaction, as described in the section <circ_vs_grocery,Circulation vs. Grocery Bills>>

The bill details screen displays.

Select the specific bill to void.

Void Selected Billings and confirm the action.

A grocery bill can be added as a new bill or to an existing bill.

To add a as a new bill:

To add bill to an existing bill line:

Negative balances are sometimes automatically applied to patron accounts due to certain circulation workflows and settings. For example:

A new Library Setting called Do not change fines/fees on zero-balance LOST transaction has been added to help eliminate the generation of negative balances on patron accounts. If this new Library Setting is enabled, it will prevent Evergreen from voiding lost fines and reinstating overdue fines to a patron account in the scenario described above. It will also prevent negative balances due to paid, long overdue materials being returned.

Removing negative balances from a patron account

If a negative balance is added to a patron account, the following workflow can be used to remove it:

To view a patron’s bill history:

Items may 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.

This enhancement enables Evergreen to sort money columns numerically in the billing interface. You can perform an ascending or descending sort on these columns.

To view and sort patron bills, retrieve the patron’s account, and click the Bills tab in the top right corner of the screen. You can view the money that is owed or paid in the "Total Billed" and Total Paid columns. Simply click on the headers of these columns to sort the columns numerically.