Refunding a non-existing negative amount

To refund a non-existing negative amount

1 In the Checkout window, identify the borrower.

Horizon displays the Current Blocks window.

Note: If the “borrower” is a machine for which you are refunding lost monies, you must first set up a borrower record for the machine. (For instructions, see Adding a New Borrower Record.)

2 Choose Blocks, Add Fee.
3 If Horizon displays a list of fee block types, double-click on the block type you want to add.

Horizon displays the Edit Add Fee window:

4 Enter, as a negative number, the amount you need to refund. (For example, enter “-7.50”.)
5 Enter any comments.
6 Mark the appropriate Action:
None. Horizon prints no receipt and does not add the block to the Notice Review list.
Print. Horizon prints a receipt.
Review. Horizon places the block on the Notice Review list for further review.

For more information, see Using the Notices for Review List and Editing the Action Setting for Notices in the Notices for Review List.

7 Click OK.

Horizon displays the Current Blocks window. A line for the amount you want to refund should appear in the list.

8 Highlight the negative amount you just added.
9 Choose Blocks, Refund.

Horizon displays a Refund of Payment window:

10 Enter or verify the amount being refunded.
11 Enter any comments.
12 Mark the Print Payment Receipt box if you use the Circulation Slip Printer feature to print a receipt.

Note: If you choose to print payment receipts in the Change Receipt Options window for Circulation Slip Printer, the box is already checked for you. (For more information, see “Setting Workstation Receipt Options” in the “Using Circulation Slips and Receipts” of the Circulation Setup Guide.)

Note: If the borrower belongs to a family group and paid fines for other members of the family group, the payment receipt shows the names of the borrowers for whom the fines were paid if they have been configured to appear on payment receipts. For information on configuring payment receipts, see Defining a Custom Circulation Slip.

13 Click OK.

Horizon displays the Current Blocks window and sets new amounts for any remaining unresolved fees.

 


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