Bill Structures
Use this screen to setup bill structures, which determine the amount of bills and how long fines and fees will be accrued.
To access this screen, sign in Service Configuration, open the WMS Circulation left navigation, select Billing, and then select the Bill Structures link.
Use this screen to set up bill structures.
- Bill structures determine the amount of bills and how long fines and fees will be accrued.
View bill structures
Use the Bill Structures screen to view all your bill structures.
The following describes the fields on the Bill Structures screen:
- Bill Structure Type:
- Fixed Bill: Fixed bills contain a static bill amount.
- Periodic Bill: Periodic bills increase by the amount you choose over the length of time you choose.
- Last Modified: Date and time the policy was last modified.
- Policy Name: Name of the policy. Click the Policy Name to edit the policy.
Create or edit a fixed bill
- On the Bill Structures screen, click Create New, or click the Policy Name you want to edit.
- Enter a policy name.
- Select a Bill Reason from the list.
- Create bill reasons on the Bill Reasons screen.
- If you are creating a new bill, in the Bill Type list, click Fixed Bill.
- In the Amount field, enter an amount.
- Click Save.
Create or edit a periodic bill
- On the Bill Structures screen, click Create New, or click the Policy Name you want to edit.
- Enter a policy name.
- Select a Bill Reason from the list
- Create bill reasons on the Bill Reasons screen.
- If you are creating a new bill, in the Bill Type list, click Periodic Bill.
- Use the Recurring Amounts Per Period table to set bill fines and fees. Columns are as follows:
- Amount: Enter an amount.
- Recurrence: Select how often the amount is accrued.
- Duration: Enter the period of time the recurring amount will last.
- Duration does not take into account any closed hours or days. See WorldCat Registry, Open Hours to set the institution's open hours. See Branch Open Hours Override Settings to set open hours per branch.
- To determine whether bills should accrue when the library is closed, set the Accrue bills and/or suspension when closed? setting in the Loan Policy.
- Add/Delete (rightmost column): The system reads the rows in the Recurring Amounts Per Period table from top to bottom until the Duration ends, or the Maximum amount is reached.
- To add a row, click the Add button ().
- To delete a row, click the Remove button ().
- To move a row up, click the up arrow ().
- To move a row down, click the down arrow ().
- If you would like to charge no less than an amount, enter the amount in the Minimum amount field.
- If you do not want the field to apply, click the No Limit check box.
- If you would like to charge no more than an amount, enter the amount in the Maximum amount field.
- If you do not want the field to apply, click the No Limit check box.
- Click Save.
Copy bill structures
- Click the Policy Name you want to copy.
- In the top right corner, click Copy. The copied policy appears.
- Enter a policy name and edit any additional fields.
- Click Save.
Delete bill structures
Policies cannot be deleted if they are in use.
- Click the Policy Name you want to delete.
- In the top right corner, click Delete.
- On the Confirm window, click OK.
Related policies
Bill Structure depends upon:
Bill Structure is used on: