You can adjust any fee or fine owed by a borrower. The new amount you specify replaces the original amount for the fee as if the new amount had been the fee all along. This means that if any payments had been made against the original fee, those payments are now applied against the new amount.
If the new amount is greater than the old amount, Horizon adds an adjust debit block to the borrower’s record. If the new amount is less than the old amount, Horizon adds an adjust credit block to the borrower’s record. (For example, if the amount owed was $10.00 and it was changed to a new amount of $8.00, an adjust credit block of $‑2.00 is added.) You can view these adjustments in the detail window.
Horizon also adjusts any sales tax calculation for the new amount.
The system administrator can set up sales tax. (For more information, see “Setting Up or Editing a Block Type” in the “Setting Up Blocks” section of the
To change a fee or fine amount
1 | In the Checkout window, identify the borrower. |
Horizon displays the Current Blocks window.
2 | Highlight the fee block with the amount you want to change. |
3 | Click Change Amt. |
Horizon displays the Change Fee Amount dialog box:
4 | In the Change to field, enter a new amount. |
Important: Entering zero resolves the block, but may result in a refund to the patron if they had made any payments for that fee.
5 | Enter a reason for changing the amount. |
6 | Click OK. |
Horizon displays the Current Blocks window. The total amount due is recalculated to reflect the change.
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