Viewing and Managing a Patron's Financial Account

To view the patron's financial account with your library, open the patron record, and select Account. The patron's Account Summary list appears. To change the view, select Collection Agency or Transaction Summary.

See also:

• Add a Charge to a Patron's Account
• Manual Billing
• Pay Patron Charges
• Waive Patron Charges
• Add a Credit to a Patron’s Account
• Print a List of a Patron's Fines and Fees
• View a Patron’s Collection Summary
• Remove a Patron Account from Collections
• View a Patron’s Transactions, Refund or Credit Payments, and Reprint Receipts
• Secure and Release Patron Records