[Koha] Refunding money in patron fines

[James Ghiorzi]

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 at lists.katipo.co.nz [koha-bounces at lists.katipo.co.nz] On Behalf Of Marie Wardall [MWardall at dce.k12.wi.us]
Sent: Monday, January 30, 2012 6:37 AM
To: koha at 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 at dce.k12.wi.us
Phone: 715-355-0302 ext. 5824

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