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Patron Balances ...

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The rebuild Patron Balances function is used to verify that the totals on all the orders for a specified patron are in balance. This is useful when working through problems in the End of Day.

  1. From the main menu bar, go to Setup >> Batch Functions >> Patron Balances...

    This will open the Verify Patron Balances window.

  2. Enter the range of patrons for whom you wish to verify all order balances (or a single patron).

    Patron balances can be verified either based on Patron number or by a date range of when the patron account was last changed.

  3. Click the Recalculate Balance button

    A confirmation window will appear.

  4. Click the Yes button.

    The patron balances within the range will now be verified and upon completion, the window will close.