Handling debts

Patron debts are displayed at the top of the patron details window. By default, billed amounts and debts are displayed as one total amount. But if you have decided that billed amounts should not be part of the Debt block amount, Debts amount and Bills amount are presented separately.

Paying debts

When a patron pays a debt, you manually register this in Quria.

Open the patron details window and select Debts.
Click Pay debts.
Select Pay whole debt, Pay selected debts or Pay part of debt.
If the patron wants to pay part of debt, specify the amount in the next step.
Click OK.

If the patron has many debts, and wants to pay specific ones:

Select Pay debt in the context menu of each specific debt, or select the debts to pay by checking the boxes.

Removing a debt

The permission Patrons/Remove debt is required to remove a patron’s debts.

This is how you remove a debt from the system, if the debt should not be paid.

Open the patron details window and select Debts.
Select Remove debt in the context menu of a specific debt, or select the debts to remove by checking the boxes.
Add a comment, select to print a receipt if you want to, and click Remove.

Handling many debts at the same time

You can search for debts by selecting the Debts tab in the Patron section.

Only users with the Bulk handling/Debts: Bulk menu permission have access to this tab.

You can search for a patron name or title information and select to show debts of all or some statuses. You can then narrow down the search results by filtering on Debt details, like creating or owning branch, debt type, removal type, patron categories, or debt ID. For Quria installations with school branches, you can also filter on school and class information. You can also filter on Dates and amounts using filters like created date period, payment date period, removed period, original or remaining amount.

The search results include information about the debt type, creator and title (for debts connected to specific items) and debt information such as debt status and amount. For removed debts, you also see removal type and removal comment.

You can remove individual debts similar to in the patron details, or remove many debts in one go.

You can also download the results in CSV format, to share with others or work with the data further on your own, by clicking Download as CSV.

Note:
This search shows debts, not payments. It cannot be used to track what was paid during a certain period. There may be partial payments, and just because a debt is marked as "Paid" during a period does not mean the full amount was paid within that time.