Add a Credit to a Patron’s Account

To add a credit to a patron’s account:

1. Open the patron's record.
2. Click Account.

The Account list appears with totals at the top of the list for Charges, Deposits, Credits, and the total balance on the account.

3. Click Create Credit.

The area below the button toolbar expands.

4. Enter the amount in the Credit to add box.
5. Select the payment method in the Method box.

Note:
Integrated credit card payments are not available in this Leap version.

6. To enter an optional note, type it in the Note box.
7. Click ADD to add the credit amount to the patron’s account.