How to waive Charges in bulk

Individual patron charges can be partially or fully paid, or waived, in Circulation Desk on the Charge tab.

If required, multiple patron charges can be marked as paid or waived using the Bulk Waive option in Circulation > Charges. This may be required if certain charges were incorrectly assigned to patrons or if "forgiving" charges for individual or group of patrons, or perhaps if a payment was received, but not recorded.

To waive charges in bulk:

1.  Navigate to Circulation > Charges

2.  Search for the list of charges to be waived / marked as paid, e.g. by Date range, Homeroom or Patron Alias.

3.  Select Bulk Waive from the Charges menu.

4.  Select the Payment Method, e.g. Waived.

5.  Click the Submit button.

The selected Charges will be paid in full, and the Patron(s') Balance value(s) will be updated accordingly, with the Payment Method recorded as per step (4).

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Additional Payment Methods, e.g. Paid in Full, can be created via Management > List Files > Payment Methods.

For further information, please refer to How to Set Up Charge Types and Payment Methods.