Charges are assessed when an item has been damaged and/or as a prerequisite before an item is issued.

1.  Navigation:
2. Site View
3. Staff

Charge Types are created by the administrative administrator and all charges require the selection of an established Charge Type. The administrative administrator also determines if you can adjust the dollar amount required to satisfy a charge. Charges can be either unsatisfied or satisfied.

Process a Charge Payment

1. On the top navigation bar, click Staff.
2. Filter for the respective staff member.
3. In the respective staff member’s row, click Assess Charge under the Actions column. The grid expands displaying the Details, Inventory, Charges, and Attachments tabs.
4. In the respective charge's row, click New Charge Payment under the Actions column. The New Payment window opens.
5. Enter a payment amount into the Amount field.
6. Enter any respective notes regarding this charge into the Payment Notes field (optional).
7. Click Save. The charge payment is added to the Charge History grid at the bottom of the New Payment window and the message “Payment has been saved successfully” displays.

Refund a Charge Payment

Refunds to a charge payment are displayed on the staff member's Charge Receipt.

1. On the top navigation bar, click Staff.
2. Filter for the respective staff member.
3. In the respective staff member’s row, click Assess Charge under the Actions column. The grid expands displaying the Details, Inventory, Charges, and Attachments tabs.
4. On the respective charge's row, click Refund. The Issue Refund window opens.
5. Enter the respective refund amount in the Refund Amount field.
   1. The default amount for this field is the total charge amount received to date.
6. Enter any respective notes regarding this charge into the Refund Notes field (optional).
7. Click Save.
   1. The refunded amount is displayed under the Refunds column in the Charges grid.

Void a Charge Payment

Refunds to a charge payment are displayed on the staff member's Charge Receipt.

1. On the top navigation bar, click Staff.
2. Filter for the respective staff member.
3. In the respective staff member’s row, click Assess Charge under the Actions column. The grid expands displaying the Details, Inventory, Charges, and Attachments tabs.
4. Click on the respective charge's row. The grid expands to display all respective payments.
5. On the respective payment's row, click Edit Payment. The Edit a Payment window opens.
6. Enter any respective notes regarding this charge into the Payment Notes field (optional).
7. Select Void Payment.
8. Click Update.