Credit User Account Wizard PropertiesCredit User Account Wizard PropertiesYou can change certain system settings for the Credit User Account wizard using the Set Properties window. The Credit User Account wizard allows you to set the following properties.
Display Property Page
You can choose when to display the Credit User Account wizard’s Set Properties window by selecting one of the following options.
| • | Wizard Startup – Displays the Set Properties window the first time you access the wizard until you end the session or log off the client. |
| • | Never – Does not display the Set Properties window the first time you access the wizard. If Never is selected and you want to open the Set Properties window, point to the wizard’s toolbar button, right-click, and then click Properties on the shortcut menu. |
Depending on the value selected in Display Property Page, defaults may appear as the first step of the wizard. Property values that are changed in the first step of a wizard are retained only until the right-click method is used to set properties.
Behavior
On the Behavior tab, you can set up your system to allow these variations in the Credit User Account wizard process.
Display the Full Credit Account Transaction History – Select this check box to display the complete credit transaction history for a user. This history includes deposits and withdrawals made to the credit account.
Patron Credit Print
Select the receipt printing option you want.
| • | None – Does not print receipts during user account credit transaction. |
| • | Print Patron Credit Receipt – Prints a credit transaction history for the session. Click the Print Patron Credit Receipt button (Patron Credit Receipt Printing Properties) to select the options you want. You can also specify the receipt header, receipt fields, and receipt footer. |
To use the wizard slip printing function, you must define receipt printer availability options by selecting the Preference menu, pointing to Peripherals, and selecting the Receipt Printer option.
Payment types that open cash drawer
Use the Policy List Gadget to select payment type policies that will open the cash drawer when a user pays a bill of that payment type, if a cash drawer is configured. Alternatively, you can specify which payment type policies will not open the cash drawer.
If you have a cash drawer configured but do not have any payment type policies specified in the Payment Type field, the cash drawer will always open when a user makes a payment.
Defaults
On the Defaults tab, select the following values.
| • | Payment Type – Select the default payment or currency type to be used when adding a credit to a user’s credit account. The payment types that display in the Payment Type list are defined in your library’s Payment Type policies. Examples of payment types are cash, check, debit card, and PayPal. The default payment type is CASH. |
| • | Credit Reason – Select the default credit reason to be used when adding a credit to a user’s credit account. The credit reasons that display in the Credit Reason list are defined in your library’s Credit Reason policies. Examples of credit reasons include deposit and refund. The default credit reason is DEPOSIT. |
Helpers
On the Helpers tab, select the helpers you want to use with the Credit User Account wizard. Click a specific Helper button to display the Helper properties that you can set.
| • | User Search Helper |
| • | Manual Refund Helper |
| • | Manual Withdrawal Helper |
Select the Start with Search Helper check box to automatically open the User Search helper as the first step in this wizard. By default, this check box is not selected.
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