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1.1. Bills Interface
Last Updated 11/04/2026
The Billing Tab in the Patron Account
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In Evergreen, billing and payments are managed in the Bills tab of a patron account. From here, staff can view charges, make payments, and apply new bills as needed.
When a patron account has bills attached to it, a note displays under the patron name in the patron summary panel.
To view more information about the patron’s bills, or to make payments on or edit the bills, click on the Bills tab from the patron account screen.
Billing Summary
At the top of the Bills interface, current bills are summarized.
This summary includes:
- Total owed: the sum of the balances across all current bills
- Total amount billed: this may be different from the total owed if patrons have made partial payments.
- Total paid/credited: this only includes payments on active bills. Once a bill haas been paid in full, the bill is closed and is no longer included in the summary.
When staff select specific bills in the grid, the summary also includes a partial summary of only the selected bills.
Current Bills Grid
All current bills are itemized in the grid in the bills interface. Staff users can interact with this grid in a variety of ways.
- Sort: Click on a column header to sort bills in this grid. Most columns sort alphabetically, but the "Total Billed" and Total Paid columns sort numerically.
- Add/Remove Columns: Like other grids in Evergreen, staff can add or remove columns using the gear menu.
- Actions: The actions menu alows staff to print bills, void billings, adjust balances to zero, process refunds, add billing to existing bills, or view full details of a bill.