A balance can be paid either via the debtor system or by payment at the desk. If the balance has been transferred to the debtor system through the integration from Cicero ("Sent to debtor system" is set to "Yes"), it is not possible to make a payment in Cicero, not even through the interfaces to CMS and SIP2.
Payment in Cicero
When a patron pays balances to a member of staff, the staff member can choose between full or partial payment of selected balances or full payment of all the patron's balances.
Note that in order to pay balances, there must be an account in Cicero for fees/replacements. When a payment is made, Cicero creates a transaction on the configured fee or replacement account. See more in the guide for Accounts.
Payment is carried out as follows:
- Search for a patron.
- Go to the "Balance" tab.
- Pay one or more balances:
- Pay all balances: Click the "Pay all" button at the bottom of the page.
-
Pay 1 balance: Click the "See actions" icon
and select "Pay".
- Pay several balances: Select one or more balances in the table and click the "Pay selected" button at the bottom of the page.
- A dialog box is then displayed with the following options:
- Choose whether a receipt should be printed. If "Print receipt" is selected, a receipt will be printed when the payment is completed by clicking the "Pay" button. In the event that a printer is not connected, the receipt can optionally be saved as an HTML file.
- If the selected balances are only to be paid partially, the amount can be reduced. However, this is not possible if you are in the process of paying all of the patron's balances. If several balances are paid and the amount only covers them partially, Cicero will pay the oldest balances first.
Overview of a patron's balances, where 2 balances are selected.
Dialog box where the amount can be adjusted and a receipt can be toggled on/off.