Credit User Account Wizard

The Credit User Account wizard is used to manually create (add) a credit or withdraw credit from a user’s credit account. Using this wizard, you can deposit funds into a user’s credit account, manually refund a previously paid bill, or manually withdraw funds from the account for other library-defined reasons.

If you are creating a credit, and the user does not have an existing credit account in the database, the wizard will display a message indicating that the user does not currently have a credit account, and an account will be created automatically for the user. The initial balance for the user’s credit account is 0.00. You can then continue to manually add credits to the user’s account.

To add or withdraw credit from a user’s credit account

Click the Credit User Account wizard.

Scan the user’s card, or use the User Search Helper to select a user, and click Display User Credit Account.

If the user does not have an existing credit account, a message displays and says a credit account will be created automatically for the user. Click OK to close the message dialog box and create the user’s credit account.

If the user has a credit account that is currently closed, a message displays and asks if you want to reopen the credit account. Click Yes to close the message dialog box and reopen the user’s credit account.

If configured in the wizard properties, the complete credit transaction history for this user displays under Credit Transaction Account. The date the credit was issued, the item title, item ID, bill reason, credit reason, and amount are shown for each credit transaction, as applicable.

Note: If the Deletion of Items with Bills feature is enabled and an item associated with a bill has been deleted from the catalog, the item ID field and all other item-specific entries for that item will be blank.

Do one of the following:

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To create a credit, type the amount in the Amount field.

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To issue a refund, use the Manual Refund helper. Go to Manual Refund Helper for instructions, and skip to step 9.

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To manually withdraw funds, use the Manual Withdrawal helper. Go to Manual Withdrawal Helper for instructions, and skip to step 9.

Select the credit payment type in the Payment Type list.

Select the reason for issuing the credit from the Credit Reason list.

Click Create Credit. The credit is added to the transaction list under Credit Transaction Account. The credit balance is updated, and displays in the Balance field below the User ID field and in the Credit Balance field under Credit Transaction Account.

If you want to add more credits to this user’s credit account, repeat steps 4 through 7 for each credit you want to add.

After you have finished adding credit information to the user’s account, click one of the following options.

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Display Another User to search for another user’s credit account.

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Close to quit the wizard.

Important Considerations When Using this Wizard

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In a multilibrary system, your library must be specified in the Patron Credit Maintenance Libraries attribute in a library’s Library policy for you to access patron credit accounts that are associated with that library.

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In a multilibrary system, you should set up the list of libraries in the Bill Maintenance Libraries and the Patron Credit Maintenance Libraries attributes in the Library policy to be the same; otherwise, your library will be unable to pay bills in other libraries even though your library can access patron credit accounts in other libraries.

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The user’s credit balance cannot exceed the maximum credit amount balance set in the Credit Rule policy. If the user’s credit balance has reached the maximum amount balance threshold, the user will be prevented from depositing additional funds into the credit account.

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In addition to the Balance field and the Credit Balance field, you can see the user’s credit account balance by clicking the user’s name glossary (at the top of the wizard window). The user’s credit account balance displays in the glossary’s Credit Balance field.

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If you have Cash Management enabled for your library, all transactions involving patron credit, including the creation of a patron credit account, will be reported in till summaries generated by the Till Summary Wizard and in End of Day reports generated by the Cash Management End of Day Report.