When biling a patron, can I change the default billing type? Also, can I edit the name of the billing type?

Hi Mark,

Users with appropriate permissions can edit and create new billing types by going to Administration --> Server Administration --> Billing Types. You can specify that these new billing types are just for your org unit (location) or for the consortium.

Note that renaming an existing consortium-wide billing type like "Misc" will propagate that change to the whole consortium.

I am unsure about whether you can default the selection to blank; that is a question to ask your service provider or system administrator.

Andrea

Hello Andrea,

Thank you for the information on editing and creating billing types. It's helpful to know that users with the appropriate permissions can manage billing types in the Administration section. I appreciate your note about renaming consortium-wide billing types and the suggestion to inquire about setting a default selection.

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Best regards,