Billing Options for Lending Requests
Clio can use billing options such as IFM or EFTS and can also maintain its own accounts
Billing Options
There are a number of billing options available for Lending requests. They can be chosen when updating a request and should be set up in your Copy/Loan defaults as well (more info here).
IFM - the billing system administered by OCLC for requests filled there. Choose this method and Clio will tell OCLC that you would like to charge the borrowing library via IFM. For more information about how IFM works, contact OCLC support.
EFTS - the billing system administered by Docline. Choose this option and Clio will add the request to your EFTS file (produced from the Billing page). For more information about how EFTS works, contact Docline support.
Invoice - an invoice produced by Clio. The invoice can be created at the time of shipping the item (when updated to YesCopy or YesLoan) or can be produced later, grouping all requests from each Borrowing library into a single invoice.
Deposit Account - a deposit account maintained by Clio. Add deposits to Clio's billing page and request charges will be debited off that deposit, again creating a statement individually during the request's update or as a group at a later date.
IFM - the billing system administered by OCLC for requests filled there. Choose this method and Clio will tell OCLC that you would like to charge the borrowing library via IFM. For more information about how IFM works, contact OCLC support.
EFTS - the billing system administered by Docline. Choose this option and Clio will add the request to your EFTS file (produced from the Billing page). For more information about how EFTS works, contact Docline support.
Invoice - an invoice produced by Clio. The invoice can be created at the time of shipping the item (when updated to YesCopy or YesLoan) or can be produced later, grouping all requests from each Borrowing library into a single invoice.
Deposit Account - a deposit account maintained by Clio. Add deposits to Clio's billing page and request charges will be debited off that deposit, again creating a statement individually during the request's update or as a group at a later date.
Billing Page
On the Billing page (link is in the Management menu) you can click the 'Produce Statements' button to produce invoices or deposit account statements for any outstanding transactions (edit the statement format on the Edit Printouts page). You can also click the EFTS button to see the EFTS page, where you can generate the Docline EFTS file.
On the lower half of the Billing page you will see the billing history, with individual transactions listed, including starting and ending balances for the Borrowing library's account. You can also reprint statements here.
On the upper half of the Billing page you can enter a one-off transaction yourself, registering a payment (credit) or charge (debit) against an account.
On the lower half of the Billing page you will see the billing history, with individual transactions listed, including starting and ending balances for the Borrowing library's account. You can also reprint statements here.
On the upper half of the Billing page you can enter a one-off transaction yourself, registering a payment (credit) or charge (debit) against an account.
Registering Payments
The 'proper' way to register a payment is to enter a Credit transaction in the upper portion of the Billing page. You can then, optionally, include the payment in the next Invoice/Deposit statement. This would then read a bit like a credit card statement, with new payments and new charges listed to include all transactions for the account. If you prefer to include only new charges on the statement that's fine too. (Each library and institution has their own approaches to billing processes).
A shortcut option is to edit the individual transactions in the grid view, setting the 'Paid' flag on the transactions and add payment details to the record.
Take whichever approach best fits your institution's billing requirements.
A shortcut option is to edit the individual transactions in the grid view, setting the 'Paid' flag on the transactions and add payment details to the record.
Take whichever approach best fits your institution's billing requirements.
One-Off Transactions
A regular task is to bill a Borrowing library for a book that has been lost, so that the billing transaction should be connected to particular request. While you can do this on the Billing page, we've added a Billing Transaction section to each lending request display to make this easier (Clio will fill in most of the 'new transaction' fields for you).
You can also use this panel to create a transaction after the item has been updated, if it was forgotten during the update.
You can either have the Invoice produced right away, or use the Billing page to produce the invoice later.
You can also use this panel to create a transaction after the item has been updated, if it was forgotten during the update.
You can either have the Invoice produced right away, or use the Billing page to produce the invoice later.
Borrowing Library Billing History
If you would like to view the history of specific library it is listed on the library's details page, found using the library search page.