WMS Procedures Manual

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.