Related Topics • HOWTO: Setting up ILLiad to bill for a lost or damaged item • HOWTO: Using a SQL Query to setup billing categories • INFO: Printing Invoices by Month • HOWTO: Charging Reciprocal Fees to the Borrowing Customer • See more

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SUMMARY

ILLiad allows libraries who participate in Docline's EFTS to bill within the client automatically and generate EFTS files for each month.

First, EFTSActive must be set to Yes. This key is in the Customization Manager under Lending .. Billing. Also, the EFTS participants must be marked as such in the Address Maintenance form. To set the library as an EFTS participant, search for that library and check the checkbox for EFTS. Save changes for the Address.

When billing for EFTS items, the billing form appears the same as for other billing. The total at the bottom will say EFTS Total instead of Total or IFM Total.

To generate EFTS files for each month, open the Invoice form from the main menu by choosing Billing .. Search/Generate Invoices. Choose a date range of the previous month ( i.e. 7/1/2002 - 8/1/2002) and click the button to generate the EFTS file. Give a file name when prompted. Once the file is generated you can find it in the location you specified.