Patron Credits

It is possible to convert change due to a patron credit by selecting the Convert Change to Patron Credit checkbox and to later apply that credit to a bill by selecting the Patron Credit payment type.

By default, the payment type Patron Credit is enabled in the staff client. Within the Bills interface of a patron’s account, the Patron Credit payment type, the Credit Available, and the option to Convert Change to Patron Credit are exposed by default in the staff client.

Default Patron Billing Screen

The Library Setting, Disable Patron Credit, allows staff to disable the Patron Credit payment type and to hide patron credit payment actions within the billing interface of a patron’s account. If a library doesn’t use patron credits, the library will want to enable this setting to prevent accidental selection of the checkbox that converts change to patron credit.

When the Library Setting, Disable Patron Credit, is set to True, the patron credit payment type will be disabled. Patron Credit will not be an option within the payment type dropdown menu. The Convert Change to Patron Credit and the summary of Credit Available will be hidden from the patron billing interface in the staff client.

Disabled Patron Credit Patron Billing Screen

To set the Library Setting:

  1. Click AdminLocal AdministrationLibrary Settings Editor
  2. Search for Disable Patron Credit
  3. Click Edit
  4. Set the value to True
  5. Click Update Setting
Disable Patron Credit Library Setting

Note

After applying changes to this library setting, it is necessary to restart the staff client to see the changes take effect.