Bill a User Wizard Properties
You can change current system settings in the Bill a User wizard using the Set Properties window. The Bill a User wizard allows you to set the following properties.
Display Property Page
You can choose when to display the Bill a User wizard’s Set Properties window by selecting one of the following options.
| • | Wizard Startup – Displays the Set Properties window the first time you access the wizard until you end the wizard session or log off the client. |
| • | Never – Does not display the Set Properties window the first time you access the wizard. If Never is selected and you want to open the Set Properties window, point to the wizard’s toolbar button, right-click, and then click Properties on the shortcut menu. |
Depending on the value selected in Display Property Page, defaults may appear as the first step of the wizard. Property values that are changed in the first step of a wizard are retained only until the right-click method is used to set properties.
Behavior
On the Behavior tab, select or clear the following check boxes.
| • | Hide Current User – Controls the display of the Current user record button. If the check box is selected, the Current button will not appear under Identify User to allow the user to select the most recently viewed or modified user record for the check out. If the check box is cleared, the Current button will appear. By default, this check box is selected. |
| • | Hide Current Item – Controls the display of the Current item record button. If the check box is selected, the Current button will not appear under Identify Item to allow you to select the most recently viewed or modified item for the check out. If the check box is cleared, the Current button will appear. By default, this check box is selected. |
| • | Bill User – Displays the Bill User option in the wizard. This option allows the patron to pay the bill later. By default, the check box is selected. |
| • | Pay Now – Displays the Pay Now option in the wizard. This option allows the patron to pay the bill in full now. By default, the check box is selected. |
| • | Allow Bills to Be Forgiven/Cancelled – Select this check box to include payment types of FORGIVEN or CANCEL on the payment type list. If this property is not selected, the payment type list does not include payment types of FORGIVEN or CANCEL. This property is selected by default. |
Configure Properties
Select the Print Slip Showing Payments check box to print a receipt at the time of payment. Click the Print Slip Showing Payments button to specify the receipt header, receipt fields, and receipt footer. By default, this check box is cleared.
To use the wizard slip printing function, you must define receipt printer availability options by selecting the Preference menu, pointing to Peripherals, and selecting the Receipt Printer option.
Payment types that open cash drawer
Use the Policy List Gadget to select payment type policies that will open the cash drawer when a user pays a bill of that payment type, if a cash drawer is configured. Alternatively, you can specify which payment type policies will not open the cash drawer.
If you have a cash drawer configured but do not have any payment type policies specified in the Payment Type field, the cash drawer will always open when a user makes a payment.
Defaults
On the Defaults tab, you can enable or disable the display of certain columns in the Individual Bills and Payments display. You can also set defaults for the payment type and credit reason for when a bill is paid. A bill can be paid with any form of currency accepted by the library, or with funds from the user’s credit account if the library uses credit accounts.
Select the following default property settings.
| • | Show bill note – Select this check box to allow the Note column to display under Individual Bills and Payments. |
| • | Show bill tax – Select this check box to allow the Tax column to display under Individual Bills and Payments. |
| • | Show bill total - Select this check box to allow the Owes column to display under Individual Bills and Payments. |
| • | Payment Type – Specifies the type of currency used to pay a bill. The Payment Type field is a required field. Only payment types defined in the library’s Payment Type policies display in this list. Examples of payment types are Cash, Check, Debit Card, Paypal, and so forth. The default value is CASH. |
| • | Credit Reason – Specifies the credit reason to be used when a fine or bill is automatically paid from a credit account. A credit reason describes why the credit was issued. The list of available credit reasons is defined in the Credit Reason policies, and only withdrawal credit reasons display for this wizard. An example of a withdrawal credit reason is AUTOPAY. |
If you enable the display of both the Tax and Owes columns, the label of the Billed column under Individual Bills and Payments changes to Subtotal.
Helpers
On the Helpers tab, you can select the helpers you want to display in the Bill a User wizard by selecting or deselecting the check box by each specific Helper button. You can click the User Search or Item Search buttons to display the helper properties that you can set. By default, all of these helpers are selected.
| • | User Search Helper |
| • | Display User Helper |
| • | Item Search Helper |
Related topics