[Koha] Lost item refund

[Andreas Hedström Mace]

Hi Caroline!

Is there a step missing from your list? Are the fees added to the account in step 3 actually paid by the patron? Otherwise I do not understand why any money would be given back to the patron... (and the credit should apply to the fees automatically, right? unless they have already been paid for.)

Best regards,
Andreas Mace
Stockholm University Library

-----Ursprungligt meddelande-----
Från: Koha <koha-bounces at lists.katipo.co.nz> För Caroline Cyr-La-Rose
Skickat: den 1 oktober 2019 18:52
Till: Koha mailing list <koha at lists.katipo.co.nz>
Ämne: [Koha] Lost item refund

Hello everyone,

My questions are for libraries who use the refund feature for returned lost items. Do you actually reimburse the money to the patron? If so, how do you enter that in Koha?

Several libraries have brought this problem to me, and I can't figure out how to make it work in Koha.

Here's what I've got right now :

1. (A very honest) User comes to the circ desk, and says they lost an item

2. I go to the item record and declare it lost

3. The replacement fee and processing fee are added to the patron's account

4. Later, the patron comes back with the item (they found it under the car seat, even though they swore they looked there before)

5. I "check in" the item

6. The replacement fee is credited to the user's account

7. I take the money from the cash register and give it back to them

This is where I'm stumped. How do I tell Koha that this money is no longer in the cash register AND that this patron DOES NOT have a credit?

I tried creating a manual invoice. This puts the balance at 0, but it says the user owes money, which is not true.

Note that our libraries are still using 18.05. We haven't migrated them to 19.05 yet. I know the ability to use credits to pay for charges was added in 18.11. But I'm not even sure it answers their needs exactly...

If you could share your procedures, I would be very grateful!

Thank you!

Caroline


--
Caroline Cyr La Rose, M.L.I.S.
Librarian | Product Manager

Phone: 1-833-465-4276, ext. 221
Caroline.Cyr-La-Rose at inLibro.com <mailto:caroline.cyr-la-rose at inLibro.com>

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