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OCLC Wise Support EN

Financial

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Learn how to view and manage customer fines and fees via the Wise Console.

Customer fines and fees can be added, viewed, and managed in the Wise Console >Customer account > Activity tab > Financial. Staff are able to view outstanding and historical fines, and fines can also be waived or paid using credits/deposits on the customer's account.

View customer fines

  1. Sign into the Wise console.
  2. Go to Customers and search for a customer record.
  3. Click on the Charges link (located in the left summary panel) or go to the Activity > Financial tab.

Financial details can be filtered by Outstanding or Historic.

 Note: Actions can only be performed on Outstanding financial items.

Adjust the fine date of a financial item

  1. Click the check box(es) next to the item(s) you want to update. Two buttons appear on the screen, Resolve and Adjust Date.
  2. Click Adjust Date to change the fine date. A date modal opens.
  3. Click the calender button to select a New Date.  Note: Dates can only be adjusted forward.
  4. Click Save.

Resolve a fine

  1. Click the check box(es) next to the item(s) you want to resolve. Two buttons appear on the screen, Resolve and Adjust Date.
  2. Click Resolve to resolve the fine. A payment modal opens.
  3. Select an Action:
    • Pay - select a Payment Method from the drop-down menu and click Resolve.
    • Waive - Select a Reason from the drop-down list and click Resolve.
  4. The modal box closes and the fine is resolved.  Note: The fine is immediately moved from the Outstanding changes view to Historical charges.
  5. A payment receipt is generated if the Receipt toggle was turned on before resolving.

Restore a financial transaction

Staff can restore a customer financial transaction (undo a payment) if the adjustment is made on the same day as the original transaction.

Go to the Activity > Financial tab. Make or waive a payment. To undo this action:

  1. Change the Filter to Historic charges.
  2. Check the check-box next to the transaction(s) you wish to restore. A restore button will display at the top of the screen.
  3. Click the restore button, a confirmation message will appear.
  4. Select Yes, the charges are restored.

Add fines

Staff are able to add fines to customer accounts directly from the Financial tab. 

To add a fine to a customer account:

  1. Click Add Fine at the top left of the list of charges.
  2. Fill out the fine details fields. Fine details can include:
    • Date
    • Description
    • Amount
    • Title (optional)
  3. Click Submit to create the fine. The new fine will appear in the list of Charges on the Financial tab. 

 Note: Once a new fine has been submitted, the date of the fine can be updated and/or the fine can be paid or waived by clicking Actions next to the fine in the Charges list and selecting from the following options:

  • Pay
  • Waive
  • Adjust Date

 

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