Billing

Policies

Fine Block Limits Policy

This policy discusses the standard cumulative fine block limit, when fines may be kept by the receiving RSA library, and how to treat payments for lost items. This revision to the Fine Block Limits policy was approved on May 9, 2024.

Download the Fine Block Limits Policy

Notifications and Billing for Transited RSA Member Library Items Policy

The policy regarding which library issues overdue notices and bills for in-transit items, as well as the procedures to follow when the item is never returned. This policy was approved by the RSA NFP Users Group via online vote on November 22, 2019.

Download the Notifications and Billing for Transited RSA Member Library Items Policy

Guides, Cheat Sheets, and Videos

Adding a Bill and Bill Note Before Removing a Lost Item from the RSA Database

Instructions on how to use the bill reason LOST-NO-ID to create a bill for a lost item that includes the title and item ID. Once the bill is created, the item can be discharged and deleted from WorkFlows. April 2024.

Download the Adding a Bill and Bill Note Before Removing a Lost Item from the RSA Database guide

Bill Notes

Bill notes are available in WorkFlows for all RSA Online and Basic online member libraries. April 2024.

Download the Bill Notes guide

Billing a User

Instructions on how to use the Billing a User wizard to add a bill to a user account. These instructions should not be used to bill a user for replacing a lost item. April 2024.

Download the Billing a User cheat sheet

Video: Paying A Bill

Instructions on how to pay a bill with the Paying Bills wizard in WorkFlows or online in the My Account page > Fines tab in RSAcat.

View Paying a Bill in WorkFlows and Online Video – 7:25 minutes

Billing Training Resources

RSA recommends that you review the following document available at our support site. This list is a useful primer on RSA’s policies on Billing and how to deal with billing issues in WorkFlows. These resources should be useful both as a refresher and to be given to new staff at your library.  April 2024.

Download the Billing Training Resources cheat sheet

More Info: Billing Parameters

Visit the Billing Parameters page for system info.

Categorized as: Billing, Circulation
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