Take Credit Card Payments for Fines and Fees - PayPal Payflow Pro

To take a credit card payment from the Patron Status workform - Account view:

Note:
You can also accept credit card payments when the payment dialog box appears during circulation workflows; for example, when the patron pays a fine at check-in. Start at step 3 of this procedure and follow the remaining steps.

  1. Open the patron’s record in the Patron Status workform - Account view. See Access the account data for a patron record.
  2. Choose one of the following options:
    • To pay one or multiple charges, select the charge or charges in the Account Transaction list, and click pPayIcon00040.gif or press CTRL+Y.
    • To pay all charges, click pPayAllIcon00041.gif or press CTRL+L.

The Pay dialog box appears.

  1. To change the payment amount, type the new amount in the Amount box.

Overpayment is not allowed for credit card payments. For details about partial payments, see Pay charges from the Account view.

  1. Select Credit card in the Method box.
  2. To add a note about the transaction, type the information in the Note box.
  3. Click OK on the Pay dialog box.

The Credit Card Payment dialog box appears.

CreditCardPayment.gif 

  1. To enter credit card information with a credit card reader, follow these steps:

Note:
To enter information manually, go to step 8.

  1. Pass the patron’s credit card through the reader.

The credit card account and billing information is filled in. All but the last four digits of the credit card number are masked.

  1. (Optional) Type a note regarding the transaction.

This note appears on the Properties dialog box for the transaction in the Credit Card Payments manager. See Managing Credit Card Orders.

  1. Click Submit.

The Credit Card Payment dialog box closes and the workform appears.

  1. To enter credit card information manually, follow these steps:
    1. On the Credit Card Payment dialog box, select (check) Manual credit card entry.

Note:
This option is available only if it has been enabled in Polaris Administration. See Set up PayPal Payflow Pro credit card payments.

The account and billing information fields become available.

  1. In the Credit Card section of the dialog box, type the account information.

Note:
Your library’s Payflow Pro setup may require a card security code. This code is typically located on the back of the card near the signature area.

  1. In the Billing Name and Address section of the dialog box, type the billing name and address information for the credit card.
  1. (Optional) Type a note regarding the transaction.

This note appears on the Properties dialog box for the transaction in the Credit Card Payments Manager. See Managing Credit Card Orders.

  1. Click Submit.

The Credit Card Payment dialog box closes and the workform appears.

For details about how the payment is recorded in the Patron Status workform - Account view, see Pay charges from the Account view. If you have set Polaris to print fine receipts from the current workform, a receipt is printed. The receipt includes a credit card transaction summary. If your library has enabled email credit card receipts in Polaris Administration, and there is a valid email address in the patron’s record, the patron receives an email receipt for the transaction.

Related Information

View credit card transactions and issue refunds - See Managing Credit Card Orders.