If a Patron owes a fine, you can see the amount when you open the patron record. You can access the Bill by clicking on the Bill tab under the patron name or by clicking on the amount above Outstanding bills. Either will take you to the bill screen.
When resolving a Bill for a lost item, the item must be marked "Claimed Lost" as its status before the bill is resolved. Otherwise, the bill will be generated twice. This can be done from the Patron Checkout page. Click the “Change Status” tab.
Change the status to “Claimed Lost”, and click “Change”. (The other two status changes here are “Claimed Returned” and “Claimed Never Had”.
To resolve a bill, click on the box next to the item and then click on the Pay/Waive/Refund button.
A Pop-up box opens. There are three choices of action to take: Pay, Waive or Cancel Bill. Select your action. If you select pay you will also need to select a payment method. There are three choices of payment method: Forgiven or cleared, Paid to bursar or Returned item. Select the reason. You can also enter a note in the notes field if you wish. Email the receipt to the patron. Click the Resolve button.
To create a bill in a patron record, go the the patron's bill screen and click the Create Bill button. A pop-up will open. Enter the item's barcode and click Find button.
This will locate the title of the item. Next, select the Bill Reason. The drop down menu gives the following options: Damaged library item, ILL item not returned, lost library item, overdue and reserve item not returned. Select the reason. Enter the amount of the item (Note: the amount can be found in the item record.) Click Create Bill button to generate the bill.
Note: When resolving a Bill for a lost item, the item must be marked "Claimed Lost" as its status before the bill is resolved. Otherwise, the bill will be generated twice. This can be done from the Patron Checkout page.
The bill screen shows 8 boxes of information covering the fine/item: reason, description (item title), barcode, call number, due date, date billed, amount due and amount outstanding. This screen allows you to create a bill in a patron record. This is also where bills are resolved or cleared.
WMS keeps an account history as a record of any bills in a patron record. It lists the reason, the description (title), barcode, call number, due date, date billed and amount. To view a patron's account history click Account History on the bills screen.
Bill Actions
Payment Methods
There are a variety of reasons for creating a Bill. They are as follows:
1. Damaged Library Item
2. Hotspot Overdue
3. Hotspot Case missing/damaged
4. Hotspot Charger missing/damaged
5. Hotspot Complete not returned
6. Hotspot missing/damaged
7. ILL Item Long Overdue - Lost
8. Lost Library Item
9. Overdue
10. Reserve Item Not Returned
Metro Campus Library: 918.595.7172 | Northeast Campus Library: 918.595.7501 | Southeast Campus Library: 918.595.7701 | West Campus Library: 918.595.8010
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