Specifying Borrower Invoice Criteria

You must specify this information in Horizon before you can generate an invoice:

Amount Threshold. This sets the monetary amount borrowers must accrue before Horizon processes and compiles an invoice.
Applicable BTYPEs. This defines the BTYPEs that can receive the invoice.
Applicable Fee Blocks. This defines the fee blocks for which the invoice is used.

Before you begin, make sure that you edit each BTYPE to which you want to send invoices so that its Fee Notice Type is “Numbered invoice.” (For instructions, see Setting Up or Editing a BTYPE.)

To specify borrower invoice criteria

1 Open the borrower_invoice_criteria view in the Table Editor.
2 Choose the invoice criteria that you want to change, or create a new invoice criteria.

Horizon displays the Edit Borrower Invoice Criteria window:

3 Complete or update these fields:

Field

Action

Criteria Code

Enter a unique code that identifies the set of invoice criteria.

(For example, a monthly invoice might have the code “mon.”)

Last Printed Date

This is a read-only field where Horizon automatically posts the date when you last printed borrower invoices.

Description

Enter a description for the invoice.

(For example, enter information telling how often or for what purpose you plan to use the invoice.)

Amount Threshold

Enter the dollar amount that borrowers of the given BTYPEs must accrue before Horizon processes and compiles the invoice.

BType

Enter or choose the code for the BTYPE to which you want to send this invoice type.

Click New to enter multiple BTYPEs.

Fee Block

Enter or choose the fee blocks that you want this invoice to include.

A single invoice can contain several fee types. (For example, your library might use a monthly invoice for both interlibrary loan fees and lost card replacement fees.)

Click New to add multiple fee blocks.

4 Save your changes.

 


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