Manual Billing

You can manually bill patrons for charges related to lost items, missing parts, or other fees in Leap. This can be done one charge at a time for unique messaging, or if the messages on the bill are similar, multiple charges can be billed at one time.

The following permissions are required:

  • Patron Status: Access patron account
  • Patron Status: Modify patron account
  • Patron Status: Bill a charge manually

Manual Billing When Adding a Charge

To send a bill when you add a new charge, select the Send a bill option on the Add Charge dialog.

Add Charge dialog, Send a bill option.

Manual Billing from Patron Account View

Select the Bill Charge action on the patron Account view to manually bill a single existing charge or multiple existing charges on a patron account. The action is enabled only when one or more unbilled charges are selected.

Patron Record workform, Account view

When there are multiple charges selected, selecting the Bill Charge action opens an inline dialog with only the Grand total, Send a bill, and the Added message section.
Bill Charge dialog.

Leap displays a confirmation message before a bill is sent.

See also:

Add a Charge to a Patron's Account