Adding billing to a patron’s account

Circulation bills, including Lost and Damaged bills, are generated automatically by Evergreen. Staff can manually bill patrons for items like copy machine use, replacement library cards, damaged-but-repairable materials, etc. from the Bills section.

1. Access the Patron’s account.
2. Click the Bills tab and then click Bill Patron to bring up the manual billing screen.

2. Select the billing type from the drop down menu. (Billing types are set by the Patron Services Committee and are not locally defined.)

3. Set the amount, and leave a note if additional information may be helpful when reviewing the bill later. Click Submit Bill to apply it to the Patron’s account.

4. The account will refresh, and the new bill will appear.