9.2. Making Payments

Bills can be paid by cash, check or credit in the patron account. Bills can also be resolved by forgiveness, work or goods, e.g. replacement copy. The following procedure shows how to collect payments.

  1. Retrieve patron and click on Bills button.


    Based on your library's setting, Bills may be the default screen when retrieving a patron with bills. You can configure this screen by use of the Column Picker to display required data, and by selecting List ActionsSave Column Configuration.

  2. The bill screen opens.

  3. Select the payment type from the drop down menu.

  4. Enter the amount of payment in the Payment Received field and click Apply Payment.

  5. Change, if any, is displayed at the bottom of the screen as Change Due Upon Payment. It can be converted to patron credit by selecting the Convert to Patron Credit checkbox.

  6. When partial payment is made, the money applied starts at the top of the list of checked bills.  Click the See Distribution button, and the payment distribution will be displayed in the Payment Pending column. To pay selected bill(s), uncheck the other bills. Note the presence of the Uncheck All and Check All options as shortcuts.


Items marked with red are still checked out.  It is possible for a patron to pay a bill while the item is still out and accruing fines.

You may choose to annotate the payment and fill in the resulting text box as required.

Using the Receipt Options button at the right bottom corner, you may request Evergreen to print or not print receipts. You can also specify the number of copies of receipts.

Void vs. Forgive: Void clears all history of the bill, while forgive retains the history. Use void when the bill should not be generated, e.g. a bill for a lost book that has been found. Forgive payments are displayed in the Cash Report.

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