Adding New “Grocery” Bills

A grocery bill can be added as a new bill or to an existing bill.

To add a as a new bill:

  1. Retrieve the patron record.
  2. Navigate to the Bills screen.
  3. Click the_Bill Patron_ button above the list of current bills.

    circulation_patron_bills 12

    Choose appropriate Billing Type from the drop down menu. (“Grocery” is the. only available transaction type.) . Enter the Amount and Note (as required). . Submit this Bill and confirm this action.

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To add bill to an existing bill line:

  1. Retrieve the patron record.
  2. Navigate to the Bills screen.
  3. Highlight the desired bill.
  4. Use the Actions for Selected Transactions to select Add Billing. Confirm this action.
  5. Follow steps 4 through 6 above. There is no confirmation message after clicking Submit this Bill.
  6. The Money Summary will adjust accordingly.