Credits occur on a borrower account when a previously lost item that was paid for is checked in. LEAP will place a credit on the account for the lost item. The credit can be used to “pay” other account charges or you can refund the credit, if the borrower does not have any outstanding charges. You will issue refunds or credits at your location only if you took in the money at your location. If the patron paid for an item lost at another school or a library branch, that’s where the credit or refund will come from.
Some schools establish limits on refunds; others don’t. This is something you should discuss with your school office before it happens.
How to “pay” for outstanding charges with a borrower’s credit:
In the borrower’s account, select all the charges by clicking the checkbox, then in the Method of payment dropdown, select “Pay from Credit”:
If the borrower’s charges exceed the amount of the credit you will see this message:
Click “Continue”
The remaining charges (not covered by the credit) will remain.
How to “refund” a credit:
Please review your location’s policies/procedures for processing refunds. Is a check issued by the office? Is cash available? How does the money get to the borrower?
Select the credit, by checking the box next to the item. Then click on “Refund Credit”
A box will pop up, asking you how much to refund. Click “Refund”
