Waive Charges from the Account View

From the Account view, you can waive a single charge, selected charges, or all charges in a single transaction if you have the appropriate permissions. You can also waive part of a charge, or apply one waive amount to each of several charges. To waive charges on a patron’s account:

Note:
As you work with the record, you can refresh the header information in the workform. Press F5, select View, Refresh, or click Refresh button on the toolbar.

  1. Open the patron’s record in the Patron Status workform - Account view. See Access the account data for a patron record.

Tip:
You can right-click a line item and select History from the context menu to see more information about the transaction.

  1. Choose one of the following options:
    • To waive one or multiple charges, select the charge or charges in the Account Transaction list, and click pWaiveIcon.gif or press CTRL+W.
    • To waive all charges, click pWaiveAllIcon.gif or press CTRL+V.

Note:
Your library may make this feature unavailable for use.

The Waive dialog box appears.

  1. To partially waive the selected charge or charges, type the new amount in the Amount box (maximum $2,000,000.00).

If you are making a partial waive on a single charge, the transaction will be recorded as a partial waive on the charge, and the Account Transaction list will show a balance for the charge. If you are making a partial waive on multiple or all charges, the waived amount will be applied to the oldest charges first. Each waived transaction is removed from the Account Transaction list, and recorded in the Transaction History. Any remaining amount is applied to the next oldest charge as a partial waive.

  1. To apply the same waived amount to each of multiple charges, select (check) the Distributed Waive check box, and type an amount to waive. (If the library does not allow distributed waives, this check box is not available for selection.)

Note:
If a specific individual charge is equal to the waive amount, that charge is completely waived. Charges less than the distributed waive amount are not affected.

  1. To add a note to the transaction, type the information in the Note box.

For distributed waives, the note will appear with each transaction.

  1. Click OK on the Waive dialog box.

The Patron Status workform - Account view appears, and the amount in the Charges box decreases. The following situations may occur:

  • If a charge was only partially waived, then the charge still appears in the Account Transaction list with the balance due in the Balance column. The waiver appears in the Transaction Summary dialog box.
  • If charges were waived in full, then they no longer appear in the Account Transaction list. Instead, they appear in the Transaction Summary dialog box, along with the waivers.

If you waived multiple charges, each charge line item has a corresponding waive line item.

If you have set Polaris to print fine receipts from the Patron Status workform, and your library has set Polaris to print fine receipts for waive transactions, a receipt prints.

Important:
For the first time after installation only, you need to set up Polaris to print receipts and slips. You can also opt to print the fine receipt only if the patron does not receive eReceipts. See Setting Up Receipt Printing from Workforms.

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