Pay charges

To pay charges:

Display the Charges dialog and select the charge or charges you want to pay.

You can click Pay All if you want to pay all the charges. This doesn't include charges for overdue items that are still onloan.

Select the payment mode.
Fill out any other details you may have for the payment, and then click OK.
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Payment mode:

The payment modes are set up in the ZCJ lookup table, and can be maintained using the Table Manager.

The default payment mode may be specified in the Circulation General Parameters.

Paying a damaged charge automatically removes the damaged trap from the borrower.

Partial payments:

Partial payments can be made by entering the partial amount in the Payment amount field. e.g. if $3.70 is owed, enter $2.00 in the Payment amount field to leave $1.70 owing.

If paying multiple charges and making a partial payment, Spydus will pay the oldest charges first in their entirety before paying another charge. i.e. Making a partial payment on multiple charges will not make partial payments on each charge.

e.g. In the below screenshot of receipt charges, a partial payment of $0.50 was made on charges totaling $0.66 (3 charges of $0.22). The two older charges were paid off completely, and the remaining payment was partially credited to the final charge, leaving $0.16 owing.

Amount tendered:

If the Payment mode is cash, the Amount tendered can be entered, in which case Spydus will calculate the amount of change due.

Paying charges for a dependant

This feature requires server version 10.8 or higher.

When a Head of Family borrower is loaded into Circulation, the total of any current charges linked to dependent borrowers will be displayed in the Charges section.

After clicking through to the Charges interface, any charges that are linked to dependent family members will indicate the linked borrower's name in red text in the charges grid.

Select charges linked to dependent borrowers and pay them as normal.

If the head of family and dependant are registered at different institutions within a consortium, and the institution does not share data, the name of the dependant will be displayed as BRW BLOCKED.

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Pay charges by EFT

Spydus provides the ability to process EFTPOS payments via Windcave (formerly Payment Express).

This feature requires server version 10.5.1 or higher.

The configuration is performed in Maintenance > Circulation > Payment Mode Parameters, and the user Preferences dialog (for receipt printing via a connected slip printer).

Once configured, select the appropriate payment method to process payments using a connected EFT terminal.

All device setup and commissioning for EFT payments can be performed in consultation with Windcave, and without Civica involvement.

Waive charges

To waive charges:

Display the Charges dialog and select the charge or charges you want to waive.

You can click Waive All if you want to waive all the charges. This doesn't include charges for overdue items that are still on loan.

Select the action.
Select a waive reason, add any notes you may have for the waiver, and then click OK.

If Waive approval parameters are enabled, and a user does not have sufficient privilege to waive charges, a Pending Waive request will be created. Waive requests can be approved or declined by a user with sufficient privilege either from a widget, or from the Full Display of a Waive request record.

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If you select "Waive charges" as the action then the waive reasons are those set up in the WVN lookup table. If you select "Write off charges" as the action then the waive reasons are those set up in the WTN lookup table. The tables can be maintained using the Table Manager.

You can specify whether a waive reason is mandatory in the Circulation General Parameters.

Paying a damaged charge automatically removes the damaged trap from the borrower.

Borrower waive requests

This feature requires server version 10.7.1 or higher.

If enabled in the HTML Configurator, borrowers may dispute charges from the My account dashboard at the OPAC, creating a waive request to be reviewed by staff. Borrower waive requests will be assigned to the Waive approval group with the lowest Maximum waive amount that is greater than the amount being waived.

A staff user belonging to the Waive approval group that the request is assigned to may approve or decline the request from the Waive request approval widget.

Any user belonging to a Waive approval group with a Maximum waive amount greater than the waive amount may approve or decline the request from the Full Display of the Waive request record.

Refund charges

To refund charges:

Display the Charges dialog and select the charge or charges you want to refund.
Click Refund.
Select the payment mode, and click OK.