Add and edit fees at the site

If your district creates fees for item usage or insurance, you can pay, add, edit, and waive these fees for patrons at your site.

To add or edit a fee:

  1. Select Circulation > Fines/Fees.
  2. To search for a patron, scan or type the patron's barcode in the Find field, and then select the patron from the search results.
  3. Click Add Fee or the edit icon (Edit icon.) next to an existing fee. The Add Fee or Edit Fee page appears.
    Add fee page.
  4. If adding a fee, from the Fee drop-down, select the fee being assessed.
  5. Enter values in the Waive and/or Pay fields.
  6. If you want to include a note, type it in the Fee Note field. The fee note appears on the patron’s Fee History page.
  7. If you want to provide a receipt, do one of the following:
    • To print a receipt: Click Print Receipt. A printable PDF opens in a new tab.
    • To email a receipt: Click Email Receipt, and then select the email addresses to include.
  8. Click Save. If you are waiving part of the fee, a pop-up might appear. Enter the reason for the waiver, and then click Save.