Dear Marie, The only way to zero out the balance from the staff client is to do one of the following: 1) Make a fine/charge (Sundry, Miscellaneous, etc) to offset the negative balance. 2) Make a negative credit to offset the balance. Unfortunately with 3.2 once you make a credit to account there is no way I know of to undo that action in the staff client. Probably the only way would be to wipe the account history using SQL statements on the back end. As far as handling the actual transaction unless you have to have financial reporting via Koha, I would have handled this one manually (written form make copies if necessary). Lastly if possible try to upgrade your Koha to the newest version 3.6, it has a much better account features than 3.2 Hope that helps, James Ghiorzi Library Assistant II San Benito County Free Library 470 Fifth St. Hollister, CA 95023 (831) 636-4107 ________________________________________ From: koha-bounces@lists.katipo.co.nz [koha-bounces@lists.katipo.co.nz] On Behalf Of Marie Wardall [MWardall@dce.k12.wi.us] Sent: Monday, January 30, 2012 6:37 AM To: koha@lists.katipo.co.nz Subject: [Koha] Refunding money in patron fines Just a question about how payments and refunds work in Koha 3.2 A student has paid for a lost book. We went into the Patron record> Fines >Create Manual Invoice and put in as a Lost item. Wouldn't you know it as soon as the student paid for the book they found and returned it so we went to Create Manual Credit > Add Credit so that his record now shows we owe the patron the amount for the book. How do we show that we have refunded the money and how do we make his account clear and be a balance of zero? Should we have done this a different way? Thanks, Marie Marie J. Wardall Library Media Specialist Mountain Bay Elementary School 8602 Schofield Ave. Weston, WI 54476 mwardall@dce.k12.wi.us Phone: 715-355-0302 ext. 5824 Change Today, Change Tomorrow, Keep Changing _______________________________________________ Koha mailing list http://koha-community.org Koha@lists.katipo.co.nz http://lists.katipo.co.nz/mailman/listinfo/koha