<div dir="ltr"><br clear="all"><div><div dir="ltr" data-smartmail="gmail_signature"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div>Hi Michele,</div><div><br></div><div>thanks a lot for your comments. </div><div><br></div>In the meantime, I also started testing the working procedure using the Void billing option.  This workflow has few advantages that I find very useful and I believe this is  the right way  for us:   </div><div dir="ltr"><div><ul><li>The deposit record is retained and the refund of the fee is indicated in the patron payment history, as you can see in the attached screenshot (deposit - voided.jpg). </li><li>It is not necessary to keep payments for the deposit separately from other payments, because both the payment and the return of the deposit are reflected in the cash reports.</li><li>Payment of the deposit and its refund are also included in the detailed list of cash payments in our recurring  cash report output.</li></ul></div></div><div dir="ltr">For those who are interested, I enclose a few details about the workflow:</div><div dir="ltr">When deposit should be refunded, </div><div dir="ltr"><ol><li>Go to <i>Bills</i> interface in the patron account,</li><li>Open the bill <i>History</i>,</li><li>Look up the deposit bill and open <i>Full details</i>.</li><li>Switch to <i>Details</i> pane</li><li>and choose the <i>Actions</i> > <i>Void Billing</i></li><li>Once the deposit bill has been voided, a negative amount (that corresponds to the amount of the deposit paid) is automatically charged to the patron account. </li><li>Now it is possible to refund the payment in the patron <i>Bills</i> interface. 

Just an additional note: It might be a good practice to add a payment comment when refunding.

</li></ol></div><div>For the sake of completeness I still want to add, that I have found  this approach involves  disadvantages too (none of this may be an unbeatable problem, but it can still be a complication in some cases):</div><div><ul><li>The VOID_BILLING permission is required to void the deposit bill. Considering that  it may not always be desirable to grant this permission to circulating staff, the  possibility of  adding  manually a negative amount to a bill 

would be probably an easier solution (this was possible in the XUL client, as I remember), </li><li>If Void billing is used, the "Change Given" information on the payment receipt shows an amount that is twice the amount paid as a deposit (e.g. if the $0.05 deposit has been paid, the receipt shows Change given: $0.10, see the attachment "payment receipt.jpg"), which might be confusing.  <br></li></ul><br></div><div dir="ltr"><div><br></div><div>Eva</div><div><br></div><div><br></div><div><table style="font-size:small;font-family:Tahoma" cellspacing="0" cellpadding="0"><tbody><tr><td style="vertical-align:middle" width="150"><span style="display:block;margin-left:20px"></span><br><div><div><div><div><br><br></div><img src="https://knihovna.jabok.cz/sites/default/files/obrazky/knihovna_jabok-logo.png" style="margin-right:0px" width="169" height="65"><div></div></div></div><div><div> 

</div></div><br></div></td><td style="vertical-align:middle"><h3 color="#000000" style="margin:0px;font-size:16px;color:rgb(0,0,0)"><span>Mgr. Eva Cerniňáková</span><span></span></h3><p color="#000000" style="margin:0px;color:rgb(0,0,0);font-size:12px;line-height:20px"><span>vedoucí Knihovny Jabok<br></span></p><p color="#000000" style="margin:0px;font-weight:500;color:rgb(0,0,0);font-size:12px;line-height:20px"><span>Jabok - Vyšší odborná škola sociálně pedagogická a teologická</span></p></td><td width="30"><br></td><td color="#fff000" style="width:1px;border-bottom:medium none;border-left:1px solid rgb(255,240,0)" width="1"><br></td><td width="30"><br></td><td style="vertical-align:middle"><table style="font-size:small;font-family:Tahoma" cellspacing="0" cellpadding="0"><tbody><tr style="vertical-align:middle" height="25"><td style="vertical-align:middle" width="30"><table style="font-size:small;font-family:Tahoma" cellspacing="0" cellpadding="0"><tbody><tr><td style="vertical-align:bottom"><span color="#fff000" width="11" style="display:block;background-color:rgb(255,240,0)"></span><br></td></tr></tbody></table></td><td style="padding:0px;color:rgb(0,0,0)"><a href="tel:+420+211+222+413" color="#000000" style="text-decoration:none;color:rgb(0,0,0);font-size:12px" target="_blank"><span>+420 211 222 409</span></a></td></tr><tr style="vertical-align:middle" height="25"><td style="vertical-align:middle" width="30"><table style="font-size:small;font-family:Tahoma" cellspacing="0" cellpadding="0"><tbody><tr><td style="vertical-align:bottom"><span color="#fff000" width="11" style="display:block;background-color:rgb(255,240,0)"></span><br></td></tr></tbody></table></td><td style="padding:0px"><a href="mailto:propagace@jabok.cz" color="#000000" style="color:rgb(0,0,0);font-size:12px" target="_blank">cernin@jabok.cz</a></td></tr><tr style="vertical-align:middle" height="25"><td style="vertical-align:middle" width="30"><table style="font-size:small;font-family:Tahoma" cellspacing="0" cellpadding="0"><tbody><tr><td style="vertical-align:bottom"><span color="#fff000" width="11" style="display:block;background-color:rgb(255,240,0)"></span><br></td></tr></tbody></table></td><td style="padding:0px"><a href="https://www.jabok.cz" color="#000000" style="color:rgb(0,0,0);font-size:12px" target="_blank">knihovna.jabok.cz</a></td></tr><tr style="vertical-align:middle" height="25"><td style="vertical-align:middle" width="30"><table style="font-size:small;font-family:Tahoma" cellspacing="0" cellpadding="0"><tbody><tr><td style="vertical-align:bottom"><span color="#fff000" width="11" style="display:block;background-color:rgb(255,240,0)"></span><br></td></tr></tbody></table></td><td style="padding:0px"><span color="#000000" style="font-size:12px;color:rgb(0,0,0)"><span>Salmovská 8, Praha 2, 120 00</span></span></td></tr></tbody></table></td></tr></tbody></table><table style="font-size:small;font-family:Tahoma;width:100%" cellspacing="0" cellpadding="0"><tbody><tr><td height="30"><br></td></tr><tr><td color="#fff000" style="width:100%;border-bottom:1px solid rgb(255,240,0);border-left:medium none;display:block" height="1"><br></td></tr><tr align="right"><td height="30"><a href="https://www.instagram.com/vosjabok/?hl=cs" color="#383838" style="display:inline-block;padding:0px;background-color:rgb(56,56,56)" target="_blank"><img src="https://cdn2.hubspot.net/hubfs/53/tools/email-signature-generator/icons/facebook-icon-2x.png" alt="facebook" color="#383838" style="background-color:rgb(56,56,56);max-width:135px;display:block" height="24"></a>   <a href="https://www.facebook.com/vosjabok/" color="#383838" style="display:inline-block;padding:0px;background-color:rgb(56,56,56)" target="_blank"><img src="https://cdn2.hubspot.net/hubfs/53/tools/email-signature-generator/icons/instagram-icon-2x.png" alt="instagram" color="#383838" style="background-color:rgb(56,56,56);max-width:135px;display:block" height="24"></a></td></tr></tbody></table><div><div><br></div><div><br><br><br><br></div></div></div></div></div></div></div></div></div></div><br><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">pá 29. 1. 2021 v 15:03 odesílatel Morgan, Michele <<a href="mailto:mmorgan@noblenet.org" target="_blank">mmorgan@noblenet.org</a>> napsal:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div dir="ltr"><div class="gmail_default" style="font-family:verdana,sans-serif">Hi Eva,<br><br>The "Prohibit negative balance on bills (DEFAULT)" setting prevents the system from allowing negative balances on patron records when billings are voided by the system.<br><br>Rather than voiding the billings, it applies "Adjustment" payments to offset the billings.<br><br>I believe the inability to create a negative billing outright has been disallowed in the client interface itself.<br><br>To refund your deposits, one thing you could try is to void the deposit billing. That should create the negative balance so you can refund the money to the patron.<br><br>I haven't actually tested this, but would be surprised if it didn't result in the negative balance you're looking for.<br><br>Hope this helps,<br>Michele<br clear="all"></div><div><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div><span style="font-family:verdana,sans-serif">--</span><br></div><div><font face="verdana, sans-serif">Michele M. Morgan, <span style="font-size:12.8px">Technical Support Analyst<br></span></font></div><div><span style="font-size:12.8px"><font face="verdana, sans-serif">North of Boston Library Exchange, Danvers Massachusetts</font></span></div><div><span style="font-size:12.8px"><a href="mailto:mmorgan@noblenet.org" target="_blank"><font face="verdana, sans-serif">mmorgan@noblenet.org</font></a></span></div><div><br></div></div></div></div></div></div></div></div><br></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Thu, Jan 28, 2021 at 5:46 PM Cerninakova Eva <<a href="mailto:cernin@jabok.cz" target="_blank">cernin@jabok.cz</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div dir="ltr">Hi Terran, <div><br></div><div>Thank you very much for additional details.</div><div><br></div><div>I have one more question, which is intended for everyone (not just Terran) and concerns the possibility of adding a negative amount to the paid bill for the deposit. </div><div>In the Library Settings Editor, I have found several settings related to negative balance, particularly the one: "Prohibit negative balance on bills (DEFAULT)"</div><div>I thought it might help me with my problem and allow the negative amount to be added to the deposit bill according to the amount paid. I tried to change the setting "Prohibit negative balance on bills" to "False". Unfortunately, even after changing this setting to "false" it was still not possible to add a negative amount to the deposit bill.<br><br>Does anyone know if this particular setting could be related to some other settings? Or does the settings allowing negative balance  only apply to system generated bills, not to those charged manually?<br></div><div><br></div><div>Thanks</div><div>Eva</div><div><br></div><div><div><div dir="ltr"><div dir="ltr"><div><div dir="ltr"><div dir="ltr"><div><div dir="ltr"><div dir="ltr"><div><table style="font-size:small;font-family:Tahoma" cellspacing="0" cellpadding="0"><tbody><tr><td style="vertical-align:middle" width="150"><span style="display:block;margin-left:20px"></span><br><div><div><div><div><br><br></div><img src="https://knihovna.jabok.cz/sites/default/files/obrazky/knihovna_jabok-logo.png" style="margin-right:0px" width="169" height="65"><div></div></div></div><div><div> 

</div></div><br></div></td><td style="vertical-align:middle"><h3 color="#000000" style="margin:0px;font-size:16px;color:rgb(0,0,0)"><span>Eva Cerniňáková</span><span></span></h3><p color="#000000" style="margin:0px;color:rgb(0,0,0);font-size:12px;line-height:20px"><span>vedoucí Knihovny Jabok<br></span></p><p color="#000000" style="margin:0px;font-weight:500;color:rgb(0,0,0);font-size:12px;line-height:20px"><span>Jabok - Vyšší odborná škola sociálně pedagogická a teologická</span></p></td><td width="30"><br></td><td color="#fff000" style="width:1px;border-bottom:medium none;border-left:1px solid rgb(255,240,0)" width="1"><br></td><td width="30"><br></td><td style="vertical-align:middle"><table style="font-size:small;font-family:Tahoma" cellspacing="0" cellpadding="0"><tbody><tr style="vertical-align:middle" height="25"><td style="vertical-align:middle" width="30"><table style="font-size:small;font-family:Tahoma" cellspacing="0" cellpadding="0"><tbody><tr><td style="vertical-align:bottom"><span color="#fff000" width="11" style="display:block;background-color:rgb(255,240,0)"></span><br></td></tr></tbody></table></td><td style="padding:0px;color:rgb(0,0,0)"><a href="tel:+420+211+222+413" color="#000000" style="text-decoration:none;color:rgb(0,0,0);font-size:12px" target="_blank"><span>+420 211 222 409</span></a></td></tr><tr style="vertical-align:middle" height="25"><td style="vertical-align:middle" width="30"><table style="font-size:small;font-family:Tahoma" cellspacing="0" cellpadding="0"><tbody><tr><td style="vertical-align:bottom"><span color="#fff000" width="11" style="display:block;background-color:rgb(255,240,0)"></span><br></td></tr></tbody></table></td><td style="padding:0px"><a href="mailto:propagace@jabok.cz" color="#000000" style="color:rgb(0,0,0);font-size:12px" target="_blank">cernin@jabok.cz</a></td></tr><tr style="vertical-align:middle" height="25"><td style="vertical-align:middle" width="30"><table style="font-size:small;font-family:Tahoma" cellspacing="0" cellpadding="0"><tbody><tr><td style="vertical-align:bottom"><span color="#fff000" width="11" style="display:block;background-color:rgb(255,240,0)"></span><br></td></tr></tbody></table></td><td style="padding:0px"><a href="https://www.jabok.cz" color="#000000" style="color:rgb(0,0,0);font-size:12px" target="_blank">knihovna.jabok.cz</a></td></tr><tr style="vertical-align:middle" height="25"><td style="vertical-align:middle" width="30"><table style="font-size:small;font-family:Tahoma" cellspacing="0" cellpadding="0"><tbody><tr><td style="vertical-align:bottom"><span color="#fff000" width="11" style="display:block;background-color:rgb(255,240,0)"></span><br></td></tr></tbody></table></td><td style="padding:0px"><span color="#000000" style="font-size:12px;color:rgb(0,0,0)"><span>Salmovská 8, Praha 2, 120 00</span></span></td></tr></tbody></table></td></tr></tbody></table><table style="font-size:small;font-family:Tahoma;width:100%" cellspacing="0" cellpadding="0"><tbody><tr><td height="30"><br></td></tr><tr><td color="#fff000" style="width:100%;border-bottom:1px solid rgb(255,240,0);border-left:medium none;display:block" height="1"><br></td></tr><tr align="right"><td height="30"><a href="https://www.instagram.com/vosjabok/?hl=cs" color="#383838" style="display:inline-block;padding:0px;background-color:rgb(56,56,56)" target="_blank"><img src="https://cdn2.hubspot.net/hubfs/53/tools/email-signature-generator/icons/facebook-icon-2x.png" alt="facebook" color="#383838" style="background-color:rgb(56,56,56);max-width:135px;display:block" height="24"></a>   <a href="https://www.facebook.com/vosjabok/" color="#383838" style="display:inline-block;padding:0px;background-color:rgb(56,56,56)" target="_blank"><img src="https://cdn2.hubspot.net/hubfs/53/tools/email-signature-generator/icons/instagram-icon-2x.png" alt="instagram" color="#383838" style="background-color:rgb(56,56,56);max-width:135px;display:block" height="24"></a></td></tr></tbody></table><div><div><br></div><div><br><br><br><br></div></div></div></div></div></div></div></div></div></div></div></div><br></div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">st 27. 1. 2021 v 16:59 odesílatel Terran McCanna <<a href="mailto:tmccanna@georgialibraries.org" target="_blank">tmccanna@georgialibraries.org</a>> napsal:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div dir="ltr"><div>Yes, that is correct. We set up that additional billing type locally. <br></div><div><br></div><div>I think the deposit/refund process could definitely be improved, but I don't think anyone has put a lot of thought into rethinking how it should work better from either a staff perspective or from a software perspective yet. Only a few of our libraries are using deposits, and some of those aren't doing them through Evergreen, they are using local tracking processes. <br></div><div><br></div><div><br></div><div><div><div dir="ltr"><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><br><div dir="ltr" style="margin-left:0pt"><table style="border:medium none;border-collapse:collapse"><colgroup><col width="94"><col width="530"></colgroup><tbody><tr style="height:123pt"><td style="vertical-align:top;padding:5pt"><p dir="ltr" style="line-height:1.2;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap"><span style="border:none;display:inline-block;overflow:hidden;width:75px;height:75px"><img src="https://lh6.googleusercontent.com/fJoF6o0xl9XByQZmykva1sv2n_cKGUXL_BH4crkpJgSqDu-yU7-5jIypuXBsEuoXCCBAAUQ2jUztJlZDNUVOlwl1bWZIL1W4wmFuEEzCLVMxUyhzdkV7jkcRcdZZni2z8OPz4xJA" style="margin-left:0px;margin-top:0px" width="75" height="75"></span></span></p></td><td style="vertical-align:top;padding:5pt"><p dir="ltr" style="line-height:1.2;margin-top:0pt;margin-bottom:0pt;margin-left:9pt"><span style="font-size:11pt;font-family:Verdana;color:rgb(30,67,155);background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap">Terran McCanna, PINES Program Manager</span></p><hr><p dir="ltr" style="line-height:1.2;margin-top:0pt;margin-bottom:0pt;margin-left:9pt"><span style="font-size:10pt;font-family:Verdana;color:rgb(0,0,0);background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap"></span><span style="font-size:9pt;font-family:Verdana;color:rgb(30,67,155);background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap">Georgia Public Library Service | University System of Georgia</span></p><p dir="ltr" style="line-height:1.2;margin-top:0pt;margin-bottom:0pt;margin-left:9pt"><span style="font-size:9pt;font-family:Verdana;color:rgb(30,67,155);background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap">2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341</span></p><p dir="ltr" style="line-height:1.2;margin-top:0pt;margin-bottom:0pt;margin-left:9pt"><span style="font-size:9pt;font-family:Verdana;color:rgb(30,67,155);background-color:rgb(255,255,255);font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap">(404) 235-7138</span><span style="font-size:9pt;font-family:Verdana;color:rgb(30,67,155);background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap"> | <a href="mailto:tmccanna@georgialibraries.org" target="_blank">tmccanna@georgialibraries.org</a> <br></span></p><p dir="ltr" style="line-height:1.2;margin-top:0pt;margin-bottom:0pt;margin-left:9pt"><span style="font-size:9pt;font-family:Verdana;color:rgb(30,67,155);background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap"><a href="http://help.georgialibraries.org" target="_blank">http://help.georgialibraries.org</a> | <a href="mailto:help@georgialibraries.org" target="_blank">help@georgialibraries.org</a><br></span></p><br><p dir="ltr" style="line-height:1.2;margin-top:0pt;margin-bottom:0pt;margin-left:9pt"><a href="https://www.facebook.com/georgialibraries" style="text-decoration:none" target="_blank"><span style="font-size:9pt;font-family:Verdana;color:rgb(17,85,204);background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:underline;vertical-align:baseline;white-space:pre-wrap"><span style="border:none;display:inline-block;overflow:hidden;width:36px;height:36px"><img src="https://lh4.googleusercontent.com/77DYzuoZ-zqC0pyQuYNKCrWaPuOANHsYTJze0JxE_iK4yW2sCswywdPCC8hCHOIyhO7KKIO-L6dlN1wIqdHFcyJmTa1fuc5Ok34dR8FQTtZHawpgNmovGxjg9RS0-WI74dFDHw0_" style="margin-left:0px;margin-top:0px" width="36" height="36"></span></span></a><a href="https://www.twitter.com/georgialibs" style="text-decoration:none" target="_blank"><span style="font-size:10pt;font-family:Verdana;color:rgb(17,85,204);background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:underline;vertical-align:baseline;white-space:pre-wrap"><span style="border:none;display:inline-block;overflow:hidden;width:35px;height:35px"><img src="https://lh4.googleusercontent.com/1bKX66xWgHe-v5FD5l-hYX4FrZDXi1Y2aKr0DZLDA_oEHy7s01WVqgVilQcwGBzRQZAg3yOePmZncGwtiYGSgavOkb0T5Tj3c46iUJ7ZE7h-MUEhVwXQs7Oc3cahIYMN2SGlk_6b" style="margin-left:0px;margin-top:0px" width="35" height="35"></span></span></a><a href="https://www.instagram.com/georgialibraries/" style="text-decoration:none" target="_blank"><span style="font-size:11pt;font-family:Verdana;color:rgb(17,85,204);background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:underline;vertical-align:baseline;white-space:pre-wrap"><span style="border:none;display:inline-block;overflow:hidden;width:34px;height:34px"><img src="https://lh3.googleusercontent.com/U7PH5YIQnuRvbeMnGOlJAEPAre7Zqx_I6IDJAtJVwUDCp1-TmjSwP_x21qKx8ApsbcaILIuSpL3Pzau2Rz-phR_4IPcLR4LrIha_JMDHqombNtsfa1uhXcYS02QWTAyYqSf3ES_n" style="margin-left:0px;margin-top:0px" width="34" height="34"></span></span></a><a href="https://www.twitter.com/georgialibs" style="text-decoration:none" target="_blank"><span style="font-size:10pt;font-family:Verdana;color:rgb(17,85,204);background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:underline;vertical-align:baseline;white-space:pre-wrap"></span></a></p></td></tr><tr style="height:21pt"><td colspan="2" style="vertical-align:top;padding:5pt"><p dir="ltr" style="line-height:1.2;margin-top:0pt;margin-bottom:0pt;text-align:center"><a href="http://georgialibraries.org" style="text-decoration:none" target="_blank"><span style="font-size:10pt;font-family:Verdana;color:rgb(17,85,204);background-color:rgb(255,255,255);font-weight:400;font-style:italic;font-variant:normal;text-decoration:underline;vertical-align:baseline;white-space:pre-wrap">Join our email list</span></a><span style="font-size:10pt;font-family:Verdana;color:rgb(0,0,0);background-color:rgb(255,255,255);font-weight:400;font-style:italic;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap"> </span><span style="font-size:10pt;font-family:Verdana;color:rgb(67,67,67);background-color:rgb(255,255,255);font-weight:400;font-style:italic;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap">for stories of Georgia libraries making an impact in our communities.</span></p></td></tr></tbody></table></div><br></div></div></div></div></div></div></div></div></div></div><br></div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Wed, Jan 27, 2021 at 10:03 AM Cerninakova Eva <<a href="mailto:cernin@jabok.cz" target="_blank">cernin@jabok.cz</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div dir="ltr"><br clear="all"><div><div dir="ltr"><div dir="ltr"><div><div dir="ltr"><div dir="ltr"><div><div dir="ltr"><div dir="ltr">
<div><br></div><div>Hi Terran,</div><div><br></div><div>thank you very much. PINES documentation is a very useful source of information because, in addition to the manuals for working with Evergreen, it also contains several scenarios how the issue could be dealt with. When thinking about various workflow options, it is very inspiring and helpful ☺.<br></div><div><br></div><div>However, <span><span><span>I would like to ask you about some  detail</span></span></span>s:</div><div><br></div><div>In the documentation  (in the section  describing <a href="https://pines.georgialibraries.org/dokuwiki/doku.php?id=circ:bills:deposits#managing_deposits_with_evergreen" target="_blank">how to manage deposit with Evergreen</a>),  the following instructions are given:<br></div><div>
"On the Bills > History screen, click Add Billing. Choose Billing Type
 of “Refund: Deposit Item Returned” with an amount of zero (0)'"</div><div>However, I don't  see a Billing type 
"Refund: Deposit Item Returned" in our system. I suppose it is because it's not a billing type available  in Evergreen 
by default  (i.e. this billing type has been set manually on your system). Am I right? <br></div>And a<span><span><span>m I right to think</span></span></span>  that this procedure only serves to indicate that the deposit has been refunded to the patron, but  the refunded amount will not be reflected in the staff client Cash reports or in cash payments report outputs?<br><br>Thank you in advance for additional explanation. <br></div><div dir="ltr"><br></div><div>Eva<br></div><div dir="ltr"><div><br></div><div><br></div><div><br></div><div><br></div><div><table style="font-size:small;font-family:Tahoma" cellspacing="0" cellpadding="0"><tbody><tr><td style="vertical-align:middle" width="150"><span style="display:block;margin-left:20px"></span><br><div><div><div><div><br><br></div><img src="https://knihovna.jabok.cz/sites/default/files/obrazky/knihovna_jabok-logo.png" style="margin-right:0px" width="169" height="65"><div></div></div></div><div><div> 

</div></div><br></div></td><td style="vertical-align:middle"><h3 color="#000000" style="margin:0px;font-size:16px;color:rgb(0,0,0)"><span>Mgr. Eva Cerniňáková</span><span></span></h3><p color="#000000" style="margin:0px;color:rgb(0,0,0);font-size:12px;line-height:20px"><span>vedoucí Knihovny Jabok<br></span></p><p color="#000000" style="margin:0px;font-weight:500;color:rgb(0,0,0);font-size:12px;line-height:20px"><span>Jabok - Vyšší odborná škola sociálně pedagogická a teologická</span></p></td><td width="30"><br></td><td color="#fff000" style="width:1px;border-bottom:medium none;border-left:1px solid rgb(255,240,0)" width="1"><br></td><td width="30"><br></td><td style="vertical-align:middle"><table style="font-size:small;font-family:Tahoma" cellspacing="0" cellpadding="0"><tbody><tr style="vertical-align:middle" height="25"><td style="vertical-align:middle" width="30"><table style="font-size:small;font-family:Tahoma" cellspacing="0" cellpadding="0"><tbody><tr><td style="vertical-align:bottom"><span color="#fff000" width="11" style="display:block;background-color:rgb(255,240,0)"></span><br></td></tr></tbody></table></td><td style="padding:0px;color:rgb(0,0,0)"><a href="tel:+420+211+222+413" color="#000000" style="text-decoration:none;color:rgb(0,0,0);font-size:12px" target="_blank"><span>+420 211 222 409</span></a></td></tr><tr style="vertical-align:middle" height="25"><td style="vertical-align:middle" width="30"><table style="font-size:small;font-family:Tahoma" cellspacing="0" cellpadding="0"><tbody><tr><td style="vertical-align:bottom"><span color="#fff000" width="11" style="display:block;background-color:rgb(255,240,0)"></span><br></td></tr></tbody></table></td><td style="padding:0px"><a href="mailto:propagace@jabok.cz" color="#000000" style="color:rgb(0,0,0);font-size:12px" target="_blank">cernin@jabok.cz</a></td></tr><tr style="vertical-align:middle" height="25"><td style="vertical-align:middle" width="30"><table style="font-size:small;font-family:Tahoma" cellspacing="0" cellpadding="0"><tbody><tr><td style="vertical-align:bottom"><span color="#fff000" width="11" style="display:block;background-color:rgb(255,240,0)"></span><br></td></tr></tbody></table></td><td style="padding:0px"><a href="https://www.jabok.cz" color="#000000" style="color:rgb(0,0,0);font-size:12px" target="_blank">knihovna.jabok.cz</a></td></tr><tr style="vertical-align:middle" height="25"><td style="vertical-align:middle" width="30"><table style="font-size:small;font-family:Tahoma" cellspacing="0" cellpadding="0"><tbody><tr><td style="vertical-align:bottom"><span color="#fff000" width="11" style="display:block;background-color:rgb(255,240,0)"></span><br></td></tr></tbody></table></td><td style="padding:0px"><span color="#000000" style="font-size:12px;color:rgb(0,0,0)"><span>Salmovská 8, Praha 2, 120 00</span></span></td></tr></tbody></table></td></tr></tbody></table><table style="font-size:small;font-family:Tahoma;width:100%" cellspacing="0" cellpadding="0"><tbody><tr><td height="30"><br></td></tr><tr><td color="#fff000" style="width:100%;border-bottom:1px solid rgb(255,240,0);border-left:medium none;display:block" height="1"><br></td></tr><tr align="right"><td height="30"><a href="https://www.instagram.com/vosjabok/?hl=cs" color="#383838" style="display:inline-block;padding:0px;background-color:rgb(56,56,56)" target="_blank"><img src="https://cdn2.hubspot.net/hubfs/53/tools/email-signature-generator/icons/facebook-icon-2x.png" alt="facebook" color="#383838" style="background-color:rgb(56,56,56);max-width:135px;display:block" height="24"></a>   <a href="https://www.facebook.com/vosjabok/" color="#383838" style="display:inline-block;padding:0px;background-color:rgb(56,56,56)" target="_blank"><img src="https://cdn2.hubspot.net/hubfs/53/tools/email-signature-generator/icons/instagram-icon-2x.png" alt="instagram" color="#383838" style="background-color:rgb(56,56,56);max-width:135px;display:block" height="24"></a></td></tr></tbody></table><div><div><br></div><div><br><br><br><br></div></div></div></div></div></div></div></div></div></div></div></div><br><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">út 26. 1. 2021 v 18:29 odesílatel Terran McCanna <<a href="mailto:tmccanna@georgialibraries.org" target="_blank">tmccanna@georgialibraries.org</a>> napsal:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div dir="ltr"><div>Hi Eva, <br></div><div><br></div><div>There may be better ways to do this, but this is what our libraries are doing:</div><div><br></div><div><a href="https://pines.georgialibraries.org/dokuwiki/doku.php?id=circ:bills:deposits#managing_deposits_with_evergreen" target="_blank">https://pines.georgialibraries.org/dokuwiki/doku.php?id=circ:bills:deposits#managing_deposits_with_evergreen</a></div><div><br></div><div>I hope that helps,</div><div>Terran</div><div><br></div><div><div><div><div dir="ltr"><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><br><div dir="ltr" style="margin-left:0pt"><table style="border:medium none;border-collapse:collapse"><colgroup><col width="94"><col width="530"></colgroup><tbody><tr style="height:123pt"><td style="vertical-align:top;padding:5pt"><p dir="ltr" style="line-height:1.2;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap"><span style="border:medium none;display:inline-block;overflow:hidden;width:75px;height:75px"><img src="https://lh6.googleusercontent.com/fJoF6o0xl9XByQZmykva1sv2n_cKGUXL_BH4crkpJgSqDu-yU7-5jIypuXBsEuoXCCBAAUQ2jUztJlZDNUVOlwl1bWZIL1W4wmFuEEzCLVMxUyhzdkV7jkcRcdZZni2z8OPz4xJA" style="margin-left:0px;margin-top:0px" width="75" height="75"></span></span></p></td><td style="vertical-align:top;padding:5pt"><p dir="ltr" style="line-height:1.2;margin-top:0pt;margin-bottom:0pt;margin-left:9pt"><span style="font-size:11pt;font-family:Verdana;color:rgb(30,67,155);background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap">Terran McCanna, PINES Program Manager</span></p><hr><p dir="ltr" style="line-height:1.2;margin-top:0pt;margin-bottom:0pt;margin-left:9pt"><span style="font-size:10pt;font-family:Verdana;color:rgb(0,0,0);background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap"></span><span style="font-size:9pt;font-family:Verdana;color:rgb(30,67,155);background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap">Georgia Public Library Service | University System of Georgia</span></p><p dir="ltr" style="line-height:1.2;margin-top:0pt;margin-bottom:0pt;margin-left:9pt"><span style="font-size:9pt;font-family:Verdana;color:rgb(30,67,155);background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap">2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341</span></p><p dir="ltr" style="line-height:1.2;margin-top:0pt;margin-bottom:0pt;margin-left:9pt"><span style="font-size:9pt;font-family:Verdana;color:rgb(30,67,155);background-color:rgb(255,255,255);font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap">(404) 235-7138</span><span style="font-size:9pt;font-family:Verdana;color:rgb(30,67,155);background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap"> | <a href="mailto:tmccanna@georgialibraries.org" target="_blank">tmccanna@georgialibraries.org</a> <br></span></p><p dir="ltr" style="line-height:1.2;margin-top:0pt;margin-bottom:0pt;margin-left:9pt"><span style="font-size:9pt;font-family:Verdana;color:rgb(30,67,155);background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap"><a href="http://help.georgialibraries.org" target="_blank">http://help.georgialibraries.org</a> | <a href="mailto:help@georgialibraries.org" target="_blank">help@georgialibraries.org</a><br></span></p><br><p dir="ltr" style="line-height:1.2;margin-top:0pt;margin-bottom:0pt;margin-left:9pt"><a href="https://www.facebook.com/georgialibraries" style="text-decoration:none" target="_blank"><span style="font-size:9pt;font-family:Verdana;color:rgb(17,85,204);background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:underline;vertical-align:baseline;white-space:pre-wrap"><span style="border:medium none;display:inline-block;overflow:hidden;width:36px;height:36px"><img src="https://lh4.googleusercontent.com/77DYzuoZ-zqC0pyQuYNKCrWaPuOANHsYTJze0JxE_iK4yW2sCswywdPCC8hCHOIyhO7KKIO-L6dlN1wIqdHFcyJmTa1fuc5Ok34dR8FQTtZHawpgNmovGxjg9RS0-WI74dFDHw0_" style="margin-left:0px;margin-top:0px" width="36" height="36"></span></span></a><a href="https://www.twitter.com/georgialibs" style="text-decoration:none" target="_blank"><span style="font-size:10pt;font-family:Verdana;color:rgb(17,85,204);background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:underline;vertical-align:baseline;white-space:pre-wrap"><span style="border:medium none;display:inline-block;overflow:hidden;width:35px;height:35px"><img src="https://lh4.googleusercontent.com/1bKX66xWgHe-v5FD5l-hYX4FrZDXi1Y2aKr0DZLDA_oEHy7s01WVqgVilQcwGBzRQZAg3yOePmZncGwtiYGSgavOkb0T5Tj3c46iUJ7ZE7h-MUEhVwXQs7Oc3cahIYMN2SGlk_6b" style="margin-left:0px;margin-top:0px" width="35" height="35"></span></span></a><a href="https://www.instagram.com/georgialibraries/" style="text-decoration:none" target="_blank"><span style="font-size:11pt;font-family:Verdana;color:rgb(17,85,204);background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:underline;vertical-align:baseline;white-space:pre-wrap"><span style="border:medium none;display:inline-block;overflow:hidden;width:34px;height:34px"><img src="https://lh3.googleusercontent.com/U7PH5YIQnuRvbeMnGOlJAEPAre7Zqx_I6IDJAtJVwUDCp1-TmjSwP_x21qKx8ApsbcaILIuSpL3Pzau2Rz-phR_4IPcLR4LrIha_JMDHqombNtsfa1uhXcYS02QWTAyYqSf3ES_n" style="margin-left:0px;margin-top:0px" width="34" height="34"></span></span></a><a href="https://www.twitter.com/georgialibs" style="text-decoration:none" target="_blank"><span style="font-size:10pt;font-family:Verdana;color:rgb(17,85,204);background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:underline;vertical-align:baseline;white-space:pre-wrap"></span></a></p></td></tr><tr style="height:21pt"><td colspan="2" style="vertical-align:top;padding:5pt"><p dir="ltr" style="line-height:1.2;margin-top:0pt;margin-bottom:0pt;text-align:center"><a href="http://georgialibraries.org" style="text-decoration:none" target="_blank"><span style="font-size:10pt;font-family:Verdana;color:rgb(17,85,204);background-color:rgb(255,255,255);font-weight:400;font-style:italic;font-variant:normal;text-decoration:underline;vertical-align:baseline;white-space:pre-wrap">Join our email list</span></a><span style="font-size:10pt;font-family:Verdana;color:rgb(0,0,0);background-color:rgb(255,255,255);font-weight:400;font-style:italic;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap"> </span><span style="font-size:10pt;font-family:Verdana;color:rgb(67,67,67);background-color:rgb(255,255,255);font-weight:400;font-style:italic;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap">for stories of Georgia libraries making an impact in our communities.</span></p></td></tr></tbody></table></div><br></div></div></div></div></div></div></div></div></div></div><br></div></div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Mon, Jan 25, 2021 at 1:02 PM Cerninakova Eva <<a href="mailto:cernin@jabok.cz" target="_blank">cernin@jabok.cz</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div><div>Hi all, <br></div><div><br></div><div>I wonder whether there is a possibility to add a negative billing to a deposit fee that has been previously charged and paid?</div><div><div><br></div><div>We are about to start borrowing tablets in our library, and we want patrons to pay a small refundable deposit when a tablet is being  checked out and refund it at check in. I am currently trying to make up checkout and check in procedures. However, I am not sure how to refund a deposit. When the item has been checked in, and I try to add a negative bill to a transaction related to the paid deposit fee in the patron  billing history, Evergreen displays a warning that the <i>amount must be greater than or equal to 0</i>.</div></div><div>Could this be  caused by a setting in our Evergreen installation? Or is it a general Evergreen feature?</div><div><br></div><div>If the second option is true and adding a bill with a negative amount is not possible to use in Evergreen to refund a deposit, what procedures do you use in your libraries to refund a deposit payment?</div><div><br></div><div>Thanks a lot for your help.</div><div><br></div><div>Eva</div></div><div><br></div><div><br></div><div><table style="font-size:small;font-family:Tahoma" cellspacing="0" cellpadding="0"><tbody><tr><td style="vertical-align:middle" width="150"><span style="display:block;margin-left:20px"></span><br><div><div><div><div><br><br></div><img src="https://knihovna.jabok.cz/sites/default/files/obrazky/knihovna_jabok-logo.png" style="margin-right:0px" width="169" height="65"><div></div></div></div><div><div> 

</div></div><br></div></td><td style="vertical-align:middle"><h3 color="#000000" style="margin:0px;font-size:16px;color:rgb(0,0,0)"><span>Mgr. Eva Cerniňáková</span><span></span></h3><p color="#000000" style="margin:0px;color:rgb(0,0,0);font-size:12px;line-height:20px"><span>vedoucí Knihovny Jabok<br></span></p><p color="#000000" style="margin:0px;font-weight:500;color:rgb(0,0,0);font-size:12px;line-height:20px"><span>Jabok - Vyšší odborná škola sociálně pedagogická a teologická</span></p></td><td width="30"><br></td><td color="#fff000" style="width:1px;border-bottom:medium none;border-left:1px solid rgb(255,240,0)" width="1"><br></td><td width="30"><br></td><td style="vertical-align:middle"><table style="font-size:small;font-family:Tahoma" cellspacing="0" cellpadding="0"><tbody><tr style="vertical-align:middle" height="25"><td style="vertical-align:middle" width="30"><table style="font-size:small;font-family:Tahoma" cellspacing="0" cellpadding="0"><tbody><tr><td style="vertical-align:bottom"><span color="#fff000" width="11" style="display:block;background-color:rgb(255,240,0)"></span><br></td></tr></tbody></table></td><td style="padding:0px;color:rgb(0,0,0)"><a href="tel:+420+211+222+413" color="#000000" style="text-decoration:none;color:rgb(0,0,0);font-size:12px" target="_blank"><span>+420 211 222 409</span></a></td></tr><tr style="vertical-align:middle" height="25"><td style="vertical-align:middle" width="30"><table style="font-size:small;font-family:Tahoma" cellspacing="0" cellpadding="0"><tbody><tr><td style="vertical-align:bottom"><span color="#fff000" width="11" style="display:block;background-color:rgb(255,240,0)"></span><br></td></tr></tbody></table></td><td style="padding:0px"><a href="mailto:propagace@jabok.cz" color="#000000" style="color:rgb(0,0,0);font-size:12px" target="_blank">cernin@jabok.cz</a></td></tr><tr style="vertical-align:middle" height="25"><td style="vertical-align:middle" width="30"><table style="font-size:small;font-family:Tahoma" cellspacing="0" cellpadding="0"><tbody><tr><td style="vertical-align:bottom"><span color="#fff000" width="11" style="display:block;background-color:rgb(255,240,0)"></span><br></td></tr></tbody></table></td><td style="padding:0px"><a href="https://www.jabok.cz" color="#000000" style="color:rgb(0,0,0);font-size:12px" target="_blank">knihovna.jabok.cz</a></td></tr><tr style="vertical-align:middle" height="25"><td style="vertical-align:middle" width="30"><table style="font-size:small;font-family:Tahoma" cellspacing="0" cellpadding="0"><tbody><tr><td style="vertical-align:bottom"><span color="#fff000" width="11" style="display:block;background-color:rgb(255,240,0)"></span><br></td></tr></tbody></table></td><td style="padding:0px"><span color="#000000" style="font-size:12px;color:rgb(0,0,0)"><span>Salmovská 8, Praha 2, 120 00</span></span></td></tr></tbody></table></td></tr></tbody></table><table style="font-size:small;font-family:Tahoma;width:100%" cellspacing="0" cellpadding="0"><tbody><tr><td height="30"><br></td></tr><tr><td color="#fff000" style="width:100%;border-bottom:1px solid rgb(255,240,0);border-left:medium none;display:block" height="1"><br></td></tr><tr align="right"><td height="30"><a href="https://www.instagram.com/vosjabok/?hl=cs" color="#383838" style="display:inline-block;padding:0px;background-color:rgb(56,56,56)" target="_blank"><img src="https://cdn2.hubspot.net/hubfs/53/tools/email-signature-generator/icons/facebook-icon-2x.png" alt="facebook" color="#383838" style="background-color:rgb(56,56,56);max-width:135px;display:block" height="24"></a>   <a href="https://www.facebook.com/vosjabok/" color="#383838" style="display:inline-block;padding:0px;background-color:rgb(56,56,56)" target="_blank"><img src="https://cdn2.hubspot.net/hubfs/53/tools/email-signature-generator/icons/instagram-icon-2x.png" alt="instagram" color="#383838" style="background-color:rgb(56,56,56);max-width:135px;display:block" height="24"></a></td></tr></tbody></table><div><div><br></div><div><br><br><br><br><br><br></div></div></div></div></div></div></div></div></div></div>
_______________________________________________<br>
Evergreen-general mailing list<br>
<a href="mailto:Evergreen-general@list.evergreen-ils.org" target="_blank">Evergreen-general@list.evergreen-ils.org</a><br>
<a href="http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general" rel="noreferrer" target="_blank">http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general</a><br>
</blockquote></div>
</blockquote></div></div>
</blockquote></div>
</blockquote></div>
_______________________________________________<br>
Evergreen-general mailing list<br>
<a href="mailto:Evergreen-general@list.evergreen-ils.org" target="_blank">Evergreen-general@list.evergreen-ils.org</a><br>
<a href="http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general" rel="noreferrer" target="_blank">http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general</a><br>
</blockquote></div>
</blockquote></div></div>