NC Cardinal Support and Staff Education
  • Home
  • Submit a Request
  • Check on a Request
  • Knowledge Books
    • About NC Cardinal
    • Acquisitions in Evergreen
    • Administration Manual for Libraries
    • Billing and Payments
    • Cataloging Bibliographic Records
    • Cataloging Items/Copies and Holdings
    • Circulation in Evergreen
    • Evergreen Upgrades
    • Holds Management in Evergreen
    • Libraries Migrating into NC Cardinal
    • Navigating Evergreen
    • Offline Transactions
    • Patron Account Management
    • Reports in Evergreen
    • Resource Sharing
    • Serials in Evergreen
    • Student Access Initiative
    • Summon Documentation
    • Troubleshooting in Evergreen
HelpSpot help desk software

Home → Billing and Payments → Billing Patrons → Billing Types

1.2. Billing Types

Last Updated 10/27/2026


Grocery and Circulation Billing Types


On This Page

The two basic billing types in Evergreen are Grocery (manually applied) and Circulation (automatically applied). Both billing types may have a variety of billing sub-types available.


Evergreen has two different mechanisms for billing patrons: manual and automatic.

Grocery Bills: The manual method of billing a patron is known as a grocery bill. These can be applied at any amount for any charge. Libraries that have regular bill types, such as for copies or lost card fees, may request to have a sub-type created that can be applied as a grocery bill.

Common sub-types of grocery bills include the following, but libraries may request any label they need:

  • Lost Card
  • Copies
  • Non-Resident Fee
  • ILL
  • Book Sale

Circulation Bills: The automatic method of billing a patron is known as a Circulation bill. Any bill that is applied as the result of a transaction is classified as a Circulation bill. Circulation bills may not be applied manually in any way, but can be triggered by the following actions, depending on library policy:

  • Overdue materials 
  • Lost items 
  • Damage
  • Processing Fees

This page was: Helpful | Not Helpful


NC Cardinal is supported by the Institute of Museum and Library Services under the provisions of the federal Library Services and Technology Act (LSTA), as administered by the Library of North Carolina, a division of the Department of Natural and Cultural Resources.