Manual Withdrawal HelperManual Withdrawal HelperThe Manual Withdrawal helper in the Credit User Account wizard is used to manually withdraw funds from a patron’s credit account. Withdrawals can be made for various library-defined reasons, or to close a credit account.
If the credit account balance is 0.00 when you start the Manual Withdrawal helper, you are only given the options to close the account, or cancel the withdrawal and leave the credit account open.
If you click Close Account to close the user’s credit account, a message displays to confirm that the account was closed successfully. Click OK to close the message and return to the Credit User Account wizard.
If you click Cancel to exit the helper without closing the credit account, you are returned to the Credit User Account wizard.
To manually withdraw funds from a user’s credit account
| 1 | Click the Manual Withdrawal helper. |
The user’s current credit account balance, the date the account was created, and the date of the last account activity display.
| 2 | In the Amount field, type the amount of funds to be withdrawn from the credit account. |
| 3 | In the Payment Type field, select the form of withdrawal payment (for example, CASH). |
| 4 | In the Credit Reason field, select the reason for the withdrawal. |
| 5 | Click Withdraw Funds. |
| 6 | Do one of the following, depending on the remaining credit account balance: |
| • | If the remaining credit account balance is greater than 0.00, a dialog box displays the current remaining account balance. Click OK to close the dialog box and return to the Credit User Account wizard. |
| • | If the remaining credit account balance is 0.00, a dialog box displays and asks if you want to close the user’s credit account. |
| – | Click Yes to close the account. A message displays to confirm that the account was closed successfully. Click OK to acknowledge the message and return to the Credit User Account wizard. |
| – | Click No to return to the Credit User Account wizard. |
If you close a user’s credit account, automatic refunds for paid lost item bills and automatic payments of bills will not be applied until the user’s credit account is reopened.
Configure the helper properties to set defaults for payment type and credit reason to be used for manual withdrawals.
Related topics
Manual Withdrawal Helper Properties
© 2006, 2014 SirsiDynix