1.4. Adding Charges to Existing Bills

Last Updated 10/29/2026

Add Billing to Cirulation Bills

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If staff need to add extra charges to an existing bill, they may do so using the Add Billing function in the Actions menu within the Bills tab of a patron's account. This function allows a library to add extra charges for processing fees or incidental damage, in addition to anything that is included in an initial bill based on a library setting.

While standard processing fees are created based on library settings, in some situations a library may need to add charges to existing bills.

For example, if a patron loses a book and plans to address the bill by providing a replacement copy, the library may wish to add a small fee to cover the cost of new barcodes, pockets, and mylar covers. Rather than create a seperate grocery bill, they may add these processing fees to the existing fee in order to ensure the full costs are linked together in the patron's record.

In other situations, a library may not wish to add processing fees to all lost items, but may need to charge patrons for new cases or accessories related to only specific types of materials. The Add Billing function allows them to apply processing fees as needed, rather than relying on a library setting which may not be necesarry in all cases.

How to Add a Charge

Navigate to the patron's record and click on the Bills tab.
Select the bill to which you need to add an extra charge from the billing grid.
From the Actions menu, select "Add Billing."
In the pop-up modal, click on the drop-down Billing Type field to see all the available sub-types of Grocery Bills available at your library.
Input the amount to charge the patron in the Amount field.
Add any necesarry notes.
Click the "Submit Bill" button.

The new charge will show up in the current bills grid. The "Type" column will indicate "circulation" and the Last Billing Type column will indicate the specific sub-type you selected when applying the bill.

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