Return, Forfeit, or Credit Deposits

You reconcile deposits by return, forfeit, or credit transactions on one or more deposit line items. You can also do a partial return, forfeit, or credit.

To return, forfeit, or credit deposits on a patron’s account:

Note:
You cannot pay a charge on a patron account directly from a deposit. However, you can credit the deposit, and then use the credit balance to pay the charge.

1. Open the patron’s record in the Patron Status workform - Account view. See Access the account data for a patron record.
2. Select the deposit or deposits in the Account Transaction list.
3. Choose one of the following options:
   • To return one or multiple deposits, click  above the Account Transaction list, or press CTRL+R.

The Return dialog box appears.

• To forfeit one or multiple deposits, click  above the Account Transaction list, or press CTRL+F.

The Forfeit dialog box appears.

• To credit one or multiple deposits, click  above the Account Transaction list, or press CTRL+E.

The Credit dialog box appears.

4. To partially return, forfeit, or credit the deposit, type the new amount in the Amount box.

Important:
If you chose to return, forfeit, or credit multiple deposits, you cannot change the number in the Amount box. You must return, forfeit, or credit the entire amount.

5. To add a note to the transaction, type the information in the Note box.
6. Click OK on the dialog box.

The Patron Status workform - Account view appears.

• If a deposit was only partially returned, forfeited, or credited, the deposit still appears in the Account Transaction list with the new balance in the Balance column. The return, forfeit, or credit appears in the Transaction Summary dialog box.
• If a deposit or deposits were returned, forfeited, or credited in full, the deposit or deposits no longer appear in the Account Transaction list. Instead, they appear in the Transaction Summary dialog box, along with the returns, forfeits, or credits.