Look Up Where a Payment/Waiver Was Made

Every time you take a payment or waive charges on a borrower's account, it records where that transaction occurred - including any online payments made through SmartPay. Here's how to get that information.

1. Open the borrower's account
2. Close the Blocks screen if it appears
3. On the menu -- Borrower -- Payment History
4. Enter a date in the past

• Dept. = the name of the PC where the transaction occurred which could indicate the branch name. sjvls_ec indicates it was paid online via SmartPay. Sometimes, that name was never updated from the default on the image. So...
• Location = Click the Display button at the bottom of the window and highlight Location which will always be the branch code (sjvls for online payments). 
• Payment = type of transaction (payment, waiver)
• Fee = type of fee (fine, Lost, LostPro, etc.)

When Blocks Get Deleted from History

There are 79 different types of blocks in Horizon that could appear on a patron's account. Each specific type of block has a set period of time that block will remain in the history of the patron's account. These standards are set by System policy. The block is automatically deleted from the patron's history after that specified time has elapsed. There are too many block types to list all of the history periods here. 

However, it may be helpful to know that any blocks related to money will remain on the patron's account for 1460 days (4 years). Other block history settings vary between 60 - 365 days.

NEVER delete blocks from history - especially those related to fines/fees blocks. Those need to remain on the borrower's account for the full 4 years in case there's a dispute of the charges or other research regarding their payment method, location, etc. 


rev. 2/2018