Add a Charge to a Patron's Account

To add a charge to a patron's account

1. Open the patron's record.
2. Select Account to go to the account view.

3. Select Add Charge.

The area below the button toolbar expands.

4. Select the reason for the charge in the Fee Reason box.

   Notes:
   

   • If you select a fee reason that has a default fee assigned to it, the default amount appears in the Amount box.
   • If the fee contains a tax rate, then the tax rate appears beside the Fee Reason box.

5. Type the amount of the charge in the Amount box.

6. Do one of the following steps:
   • If the charge is related to an item, scan or type the barcode in the box.
   • If the item is not in hand, select FIND TOOL to open the Find Tool, search for the item and select it.

7. To enter notes regarding this charge, type them in the Notes box.
8. To manually bill the patron, select Send a bill. See Manual Billing.
9. Select ADD CHARGE to add the charge.

The charge is added to the patron’s account.