June 2022

Quick Facts

• If a patron wants to know if they have a credit on their account but they don’t have a bill to pay, click the glossary from the Check Out , Modify User or Display User wizards and look at the Credit balance.
• Credits are added to a patron's account when an item that has been paid for, is returned within 1 year. Staff must click OK on the pop up message "Do you want to create a credit account?" at check in.
• See Refunds and Refunds quick guide.

Procedure

How to create a credit

At check in, if you see a pop-up message asking if you want to create a credit account, choose Yes. If you don’t choose Yes, no credit will be added to the account.

When a lost and paid for item is checked in, the value of the item is added to the patron’s credit balance.

How to pay with a credit

1. Select the Paying Bills wizard.
2. Lookup the patron’s account.
3. The Credit balance is listed under Total bills and payments.
4. In the Payment box, enter the amount of the fine they wish to pay with the credit.
5. From the Payment type drop-down select ACCT_CREDT.
6. Click Pay Bills.

7. Document your actions in a bill note. Click the Display User wizard, go to the Bills tab, select Paid from the Bills drop-down.

8. Right click on the item and select Edit Bill Note.
     

   
9. Insert a note that states the form of the refund, staff initials/location and date, e.g. "Refund credit applied to balance. CEN/JLJ 5/27/2022." 

10. Click Save
     

    

Policy

• Refunds are given for lost and then paid for items if the material is returned within one year of the date of payment.
• Symphony will credit patrons account with the full value of a returned item at check in. Patrons can choose to pay for library fees using this credit or receive a refund check.
• Staff will add an Bill Note to record that a refund was given or a credit was used.