2.2. Payment Types

Last Updated 10/30/2026

Paying Bills with Cash, Check, Credit Card, Work, or Goods

On This Page

Payment types in Evergreen include cash, check, credit/debit card, work, goods and forgive. Each type is applied using the same functions in the bills interface, but some payment types may require set up of third-party software (credit/debit cards), additioanl details (check number), or recommended annotations (goods, work, forgive).

Evergreen is configured to accept payment for bills using the following methods:

Cash
Check
Credit Card
Debit Card
Work
Goods
Forgivement

Do not mark any payments as cash unless physical money has been paid. In order for daily cash drawer reports to tally with the money in the drawer at the end of the day, cash should only be marked if it was the actual form of payment.

Cash

The most straightforward payment type. When taking cash paymnets, select cash for the payment type, enter the amount, and submit payment. Annotate only when taking a partial payment.

Check

When taking a payment by check, enter the check number in the field underneath the payment type drop-down.

Credit/Debit Card

Libraries must have a credit card processing solution set up with a third party vendor in order to take credit card payments. Find out more about setting up credit card processing in the Evergreen Credit Card Set-Up Page.

Work

If your library allows patrons to work of fines with volunteer hours, this should be reflected through the work payment type. This payment type should be applied using the same method as standard cash payments. The amount should reflect the dollar amount of the bill to be paid. It is highly recommended that staff annotate these payments with details about the work done.

Goods

The Goods payment type may be used for either:

Food drive or other donations
Replacement copies of lost or damaged materials

These payments should be applied using the same method as standard cash payments. The amount should reflect the dollar amount of the bill to be paid. It is highly recommended that staff annotate these payments with details about goods supplied, especially when accepting replacement copies.

Forgive

In situations where the transaction that caused a bill should be retained, but the library willnot require thepatron to pay for that bill, staff should select a payment type of Forgive. This functions as a payment, closing both the bill and the related transaction. The amount should reflect the dollar amount of the bill to be paid. It is highly recommended that staff annotate these payments with details about the reason for the forgiveness, and the staff who approved it.

This page was: Helpful | Not Helpful