Patron Status and Accounting

The Patron Status workform is the first place to look when patrons have questions about their accounts. You can view and print the patron’s current items out, estimate fines, and confirm the notices a patron has received regarding an item. This workform is also the central point for patron accounting. It tracks the patron’s financial transactions with the library, including charges, payments, deposits, and credits. You can also view a history of the patron’s account activity.

See also:

• Displaying All Items Out
• Reviewing Notice Histories
• Viewing Patron Financial Accounts
• Processing Charges and Payments
• Taking Credit Card Payments
• Managing Credit Card Orders
• Working with Deposits
• Patrons in Collection
• Secure a Patron Record from the Patron Status Workform
• Patron Financial Reports