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OCLC Wise Support EN

Billing

Learn how to process library card membership bills for paid library accounts in the Wise staff client.

If your library charges an annual fee for library membership for any library customer types, use Billing to generate customer bills for the paid account types.

To generate customer bills:

  1. Go to Notifications > Bills > Billing. A selection screen opens, but no actions can be performed. The box displays "The billing will be moved to the table Prepare Messages for Printing" and displays the active branch number.
  2. Click OK to confirm the action.

 Note: Only click OK one time. If it is clicked again, it will run another instance.

This function can take some time to run. Once the selection is complete, an alert appears to indicate that the bills have been moved and can be prepared and printed.

If a customer pays a bill for their library membership before their bill is printed, the notification line will update to the status Processed.

 

 

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