Create a credit manually

From the Patron Status workform - Account view, you can create a credit that is unrelated to any specific charge or overpayment.

To create a credit manually:

Note:
You need the permission Create a patron account credit: Allow to do this procedure. See Setting Circulation Permissions.

Tip:
As you work with the record, you can refresh the header information in the workform. Press F5, select View, Refresh, or click 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.
2. Select  above the Account Transaction list, or press CTRL+B.

The Create Credit dialog box appears.

3. Type the credit amount in the Amount box (maximum $2,000,000.00).
4. Select a payment method for the credit in the Method box.
5. If you want to add a note, type the information in the Note box.
6. Click OK on the dialog box.

The credit is added to the Account Transaction list, and the amount is added to the total in the Credits box.

Related Information

• Refund a credit amount - See Refund a credit amount.
• Refund or credit completed payment transactions - See Refund or credit completed payment transactions.
• Accept a deposit - See Make a deposit in a patron’s account.