Set up Payflow Link processing in Polaris Administration

To set up Polaris for Payflow Link credit card processing in Polaris Administration:

1. In the Administration Explorer tree view, open the Parameters folder for the organization, and click the Credit Card Payment tab in the details view.
2. Double-click Online Payments: Configure. The Online Payments Settings dialog box opens.
3. Select Payflow Link in the Payment processing gateway list.

 

4. Click Properties. The Payflow Link Properties dialog box opens.

 

5. Enter the following settings on the Connection tabbed page, then click OK:

• PAC Hosted checkout page URL - From PowerPAC, the redirect page link to the Payflow Link hosted checkout page (maximum 250 characters, alphanumeric). Obtain this setting from Payflow Link. Example: https://payflowlink.paypal.com
• MPAC Hosted checkout page URL - From  Mobile PAC, the redirect page link to the Payflow Link hosted checkout page (maximum 250 characters, alphanumeric). Obtain this setting from Payflow Link.
• Request secure token URL - The PayFlow API URL:
  https://payflowpro.paypal.com for live operation, or
  https://pilot-payflowpro.paypal.com for test.
• Vendor - Optional. Your library’s main account name. Obtain this setting from Payflow Link.
• Login ID - Your Payflow Link login ID.
• Password - Your Payflow Link password.
• Partner - Typically PayPal. However, if you set up an account through a partner such as bank, type the partner’s code. Obtain this setting from your partner; for example, WFB for Wells Fargo bank.

6. To set up credit card payments from Polaris PowerPAC, be sure PayFlow Link is still selected in the Online Payments Settings dialog box, and follow these steps:

1. Click the PowerPAC tab on the Online Payments Settings dialog box, if it is not already selected.

 

2. Select Allow online payments. The payment options become available.
3. Set the minimum fine amount you want to accept by credit card payment. The default value is the lowest possible value, $0.01. If the amount the patron owes falls below your setting, the Pay fines link is not displayed in the PAC.
4. To charge a processing fee for fine payments, specify the amount in the Processing fee box for online payments. The maximum value is $20.00.
5. To display a privacy policy link in Polaris PowerPAC, select Display privacy policy. See: Privacy and Refund Policy Display Options.
6. To display a refund policy link in Polaris PowerPAC, select Display refund policy. See: Privacy and Refund Policy Display Options.
7. To accept credit card payments for donations, select Allow donations.
8. To charge a processing fee for donations, specify the amount in the Processing fee box for donation payments. The maximum value is $20.00.
9. To allow donors to direct a donation toward a title purchase in a specific subject area, select Allow patron to designate title purchase. This option places an appropriate control on the donations page, where the donor can specify a title purchase.

7. To set up credit card payments from Mobile PAC, follow these steps:

1. Click the Mobile PAC tab on the Online Payments Settings dialog box.

 

2. Select Allow online payments. The payment options become available.
3. Set the minimum fine amount you want to accept by credit card payment. The default value is the lowest possible value, $0.01. If the amount the patron owes falls below your setting, the Pay fines link is not displayed in Mobile PAC.
4. To charge a processing fee for fine payments, specify the amount in the Processing fee box for online payments. The maximum value is $20.00.
5. To display a privacy policy link in Mobile PAC, select Display privacy policy. See Privacy and Refund Policy Display Options.
6. To display a refund policy link in Mobile PAC, select Display refund policy. See Privacy and Refund Policy Display Options.
7. To accept credit card payments for donations, select Allow donations.
8. To charge a processing fee for donations, specify the amount in the Processing fee box for donation payments. The maximum value is $20.00.
9. To allow donors to direct a donation toward a title purchase in a specific subject area, select Allow patron to designate title purchase. This option places an appropriate control on the donations page, where the donor can specify a title purchase.

8. Click OK to save your settings.