Processing Charges and Payments

Charges include overdue fines, replacement costs, and any other fees that a library chooses to implement. Some charges are automatically assigned to patron accounts. For example, the system may automatically calculate and assign charges when an item is manually declared lost, an overdue item is billed, and when any overdue item is recovered at check-in, check-out, or renewal. These charges are determined by Polaris Administration settings for your library. In addition, you can manually assign a charge at any time, such as for a damaged item. See Create a charge from the Account view .

With the appropriate permissions, you can reconcile current charges in a patron account by paying them or waiving them, you can issue refunds or credits on completed transactions, and you can manually create a credit in a patron’s account.

Note:
The Last activity date will be updated on the patron record when a payment is made on the patron account.

See also:

• Create a Charge from the Patron Account View
• Pay Charges from the Account View
• Waive Charges from the Account View
• Create a credit manually
• Refund a Credit Amount
• Refund or Credit Completed Payment Transactions
• Bill a Charge Manually to a Patron Account