Print receipts and invoices

Book ongoing fine 

If the customer has an ongoing fine on their account, it can be booked and settled at the service desk. To book all outstanding files at once:

1. With the customer's account open on the check-out screen, go to Customer > Book on-going fine. A summary screen appears, displaying overdue costs and other fines on the customer's account.
2. Click OK to book the amount. Now,

A bill can also be created with specific items. To add overdue fines by item:

1. Go to the customer's borrowed items screen (F9).
2. Right-click on the item you want to add to the bill and select Register current fine. The item is added to the customer's bill.

Print an invoice 

When a customer account has booked fines, a customer receipt can be generated to show current fines.

1. From Circulation screens (Check-in or Check-out), go to Customer > Print customer receipt. The Choose receipt type screen appears.
2. Select Status receipt with costs.
3. Click OK. The receipt is sent to the printer.

Print later

If several items still have to be invoiced, this can also be done later from the circulation check-in or check-out screens via Customer administration > Customer > Print customer materials > Replacement cost bill. The items that are eligible to be printed on the circulation receipt are indicated on the screen.

Select the items and print the receipt in the usual way. After printing, the invoice date is edited and the screen 'Invoice book compensations' will be cleaned up.

The circulation receipt can also be included in the regular invoice procedure.

Print again

A circulation bill can be reprinted. A copy is stored on the local hard drive as a PDF file (name: customer number_type_date_time_pdf). These files will be removed after 14 days.

For employees who do not have access to the local hard drive, receipts can also be printed via Branch Management > Workplace Management > Printed messages. The retention period is set to 14 days.

Replacement cost bills can also be generated and printed from the Item detail screen. To create a desk invoice from the Items menu:

1. Select Status > Create replacement cost bill. If the item has not been loaned previously, a confirmation message appears. Click OK.
2. Select 2. Search customer from the Create a customer drop-down list and click OK.
3. Search for the customer to be billed for the item and, once you've located and selected them, click OK.
4. The Material cost bill window appears. Provide information for the fields and click OK.

   Field	Description
   Copy	The copy number for this particular item. This information is automatically populated and cannot be changed.
   Title	The title of the item. This information is automatically populated and cannot be changed.
   Customer	Customer's last name. This information is automatically populated and cannot be changed.
   Cost of item	The cost of the item that the customer will be responsible for repaying. This field is automatically populated based on your library's book replacement policy, but the amount can be changed in this screen.
   Include fine	Select Yes or No to add an additional fine to the cost of the item. This might be a cost for processing materials.
   Fine	Amount of the additional fine.
   Notification	A message about the bill.

5. An Invoice created confirmation appears. Click OK.
6. An additional confirmation appears: Directly print invoice(s) for this customer?
   • Click Yes to print the invoice(s) now.
   • Click No to print the invoice(s) later.