Billing Notices Posted to Database, but Not Printed Successfully

Print billing notices may occasionally need to be re-generated due to a printer malfunction or user error.  However, once bills are posted to the database, they are cleared from the notificaiton queue and cannot be re-run through Leap's "Print Notices" option.

NOTE: If notices need to be re-printed, DO NOT RE-RUN THE NOTICES REPORT.

Retrieving the Most Recent Report

After the notices are run, a copy of the file is saved on the Leap workstation.  This file can be retrieved and printed if available. However, the file is overwritten each time notices are generated.

To retrieve the most recent report file:

1. In Leap, select Utilities -- Print Notices
2. Open the Recent tab
3. A list of recently run files will appear. Select the file that corresponds to the report that was previously generated.

Each time the report file is run, these files get replaced.  This method will only work if staff have not attempted to re-run the notices report.

Generating a Billing Statement

If the report file is not listed in the "Recent" tab or the report is blank (the notices job has been re-run), there is no way to recover the exact file.  Instead, we can generate a "Billing Statement" in place of the notice.  The Billing Statement is a report that looks like a billing notice, but includes all charges on a patron's account, including both items billed today and those billed previously.

Running a billing statement requires two steps: (1) Identify patrons billed today, (2) Run billing statements for each patron individually.

To identify patrons that were billed for items today, run the Billing Notices Run Today WebReport.  The report will list all patrons who were billed from an item from your organization(s) today.  For each patron listed, generate a Billing Statement, by clicking the "Generate Billing Statement" link or by manually running the Billing Statement report. 

When clicking "Generate Billing Statement" from a browser, it's best to open the report in a new tab by clicking the link using a middle-click or by right-clicking and selecting "Open link in new tab" to avoid losing the report.

For additional assistance or questions about this process, please submit a ticket to Pinnacle staff.