Answer

Search for the user. In the user record, select the fines/fees tab. There will be an amount in the Active balance field if the patron owes a fine or fee.

OR

Go to Fulfillment > go to Manage Patron Services, look up the patron, and then the active balance will appear. It is at this point that the user can pay their balance.

Answer

Overriding a Block

Once you look up a patron under Manage Patron Services, a message will appear that prompts you to override a block. Click “Override.”

Waiving an Individual Fine or Fee

To waive an individual fine, you will need the Circulation Desk Operator role.
 

1. On the main Alma page, change the search type to User and then search for the patron whose fine or fee needs to be waived.

2. Go to the fines and fees tab, click the ellipsis next to the particular fine or fee you wish to waive, and then click the “Waive” link.

Waiving Fines or Fees in Bulk

To waive fines in bulk, you will need the User Manager role.

1. From the main Alma page, go to Admin>User Management>Bulk Fine Waiving.

2. Add a dollar value to the maximum Fine Threshold to Waive field. If the total amount of a user’s fines is greater than the threshold, none of the user's fines are waived.

3.Check the Exclude Users With Overdue Loans if you do not want to waive fines for users who currently have overdue loans.

4. Select the user group whose files you wish to waive from the User Group dropdown. If you'd like to select multiple user groups, cold down the CTRL key and click on each user group you'd like to select.

5. Select the types of fines you'd like to waive from the Waive Fines Types dropdown. If you'd like to select multiple fine types, cold down the CTRL key and click on each fine type you'd like to select.

6. Select a waiving reason from the Waiving Reason dropdown and add a waiving comment to the Waiving Comment field.

7. Click the Run Bulk Fine Waiving button. 

Answer

Check with your institutional lead to determine your third party integrations. If none, follow these instructions:

1. Determine the contact person for reconciling fines/fees between the Library and the Bursar.
2. Have that person verify that a payment has been made (this is unique to each campus: whether it's a phone call, receipt, trusting comment).
3. In top navigation, go to Fulfillment > Manage Patron Services
4. Look up user account
5. Click on 'Pay' button
   
    
6. After you click "Pay", this pop up will appear:
   
7. Select "All Fines" or "Specific Fine" - dependent on the situation
8. Next, select the Payment Method. The current methods available are: Cash, Debit, Credit, Online, and Check. Libraries cannot have new payment types added as a new label, but they can re-use existing labels.
   For instance, "Bursar's Office" can be used in place of "Online." Ex Libris will need to make this change via a Salesforce ticket submission. This is not something libraries can do on their own.
9. Add a comment to the popup if you feel compelled.
10. Click "Send"

Answer

Search for patron, select the fines and fees tab, find , select type and add amount.