[Koha-bugs] [Bug 24603] Allow to cancel charges in patron accounting

[bugzilla-daemon at bugs.koha-community.org]

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24603

--- Comment #20 from Martin Renvoize <martin.renvoize at ptfs-europe.com> ---
(In reply to Katrin Fischer from comment #18)
> 
> I'd also love an explanation on how void, cancel and other options differ!
> (little confused there)

OK, I must admit, I did wonder this myself and had a conversation with Julian
about it.. must have been IRC as I don't see it in the comments above.

So..

Void: This can only be applied to 'payments' and it will reverse the whole
payment process and affect the payment line amounts itself. If the payment has
been applied against any debts, then those debts will have their amounts reset
to the value they had before the payment was applied to them.  The final
payment line will read 'VOID' as it's status and will have an amount and
amountoutstanding of '0'.. It's basically meant for "correcting mistakes". (I
don't like this method as at present it's the only one that doesn't respect
double-entry accounting as it changes the accountline in question directly
without adding a distinct 'VOID' line to the system to offset it.)

Cancel: This can only be applied to 'charges' and only charges that have not
yet had any payment/credit applied against them.

Other Options (May as well list them all):
Forgive - Is automatically applied to 'overdue charges' depending on settings;
for example, if the item is marked as lost and lost charge is added instead.
Discount - Can only be applied to 'charges', records a discount line that is
applied against the outstanding amount on the charge. Used to give a patron an
agree discount on the list price of the charge. (Currently this is manually
added)
Pay - Can only be applied to 'charges', used to pay either the whole or part of
the outstanding debt
Writeoff - Can only be applied to 'charges', records a 'writeoff' line that is
applied against the list price of the charge. In British libraries at least,
this signifies when they've 'Given up' on getting the money from the patron.
Payout - Can only be applied to 'credits', where the patron has excess credit
on their account for one reason or another (Perhaps they paid a fine in full
before a backdated return was added). Allows the library to pay the credit back
out to the patron.
Refund - Can be applied to a debt that has been paid off already. This is used
to grant a patron credit/payout a cash amount when the library has decided they
have wrongly charged a patron for some reason and the patron has already paid.

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