Set Up Comprise SmartPAY Processing in Polaris Administration

Only one payment gateway can be selected for a branch or library organization. However, within a consortium that uses the Polaris turnkey ILS, branch and library organizations may implement different gateways; some may use Comprise SmartPAY, while others may choose other gateways.

If your library has multiple Comprise accounts, you can set the following fields at the Branch level: Payment page/service URL, Customer Name, and Customer ID.

To set up Polaris for Comprise SmartPAY credit card processing in Polaris Administration for the appropriate organizations:

  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.
  1. Double-click Online Payments: Configure.

The Online Payments Settings dialog box opens.

  1. Select Comprise MSP in the Payment processing gateway list.

 

 
  1. Click Properties. The Comprise MSP properties dialog box opens.

  1. Enter the following settings on the Connection tabbed page, then click OK:
    • Payment page/service URL (SmartPay API Address) - Set at the System level for a single Comprise account or at the Branch level if you have multiple Comprise accounts. Provided by Comprise. This is the SmartPAY payment page.
    • Customer Name- Set at the System level for a single Comprise account or at the Branch level if you have multiple Comprise accounts. Provided by Comprise, passed to SmartPay during the payment transaction.
    • Customer ID- Set at the System level for a single Comprise account or at the Branch level if you have multiple Comprise accounts. Provided by Comprise, passed to SmartPay during the payment transaction.
    • User name - Provided by Comprise. Each branch has its own user name.
    • Password - Provided by Comprise. Each branch has its own password.
    • Location ID - Provided by Comprise. Apply to PAC only. Pass to SmartPay WEB API. One per branch.
    • PAC Return URL - PowerPAC page to which the user is returned after fines payment, typically the patron account page. Maximum 250 alphanumeric characters.
    • MPAC Return URL - Mobile PAC page to which the user is returned after fines payment, typically the patron account page. Maximum 250 alphanumeric characters.

Note:
When a patron cancels a payment from PowerPAC or Mobile PAC, the appropriate Return URL page is displayed.

  • Donations PAC Return URL - PowerPAC page to which the user is returned after a donation payment. Maximum 250 alphanumeric characters.
  • Donations MPAC Return URL - Mobile PAC page to which the user is returned after a donation payment. Maximum 250 alphanumeric characters.
  • Postback URL - The location on the library Web site used to update the Polaris database. This location applies to both PowerPAC and Mobile PAC, and is not branch-specific. Maximum 250 alphanumeric characters.
    Format:https://servername:port/payments/PostbackSmartpay.aspx
    For example:https://mylibrary.com/polaris/payments/PostbackSmartpay.aspx
  • Inactivity timeout - Specifies how long Polaris waits for the credit transaction to be processed before canceling it. This setting applies to ExpressCheck and the staff client only (not to PowerPAC or Mobile PAC).

Note:
You can also set an Inactivity timeout value set for ExpressCheck transactions (SelfCheck Unit parameters, Polaris ExpressCheck: Options). The default value for both settings is 60 seconds. Polaris ExpressCheck times out after the total of both settings to ensure that the ExpressCheck application never times out before the credit card transaction processing time.

  1. To set up credit card payments from Polaris PowerPAC, be sure Comprise MSP 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.
  1. Select Allow online payments. The payment options become available.

Note:
The link for paying fines is on the Fines and Fees page of the patron account. Be sure the PowerPAC profile Navigation: Fines & fees is set to Yes for the organization. See Enable patron account access - PowerPAC.

  1. 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.
  2. 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.

Note:
The e-mail receipt option is not applicable, because SmartPAY sends the receipt to the e-mail address the patron specifies on the SmartPAY payment page.

  1. To display a privacy policy link in Polaris PowerPAC, select Display privacy policy. See Privacy and Refund Policy Display Options.
  2. To display a refund policy link in Polaris PowerPAC, select Display refund policy. See Privacy and Refund Policy Display Options.
  3. To accept credit card payments for donations, select Allow donations.
  4. To charge a processing fee for donations, specify the amount in the Processing fee box for donation payments. The maximum value is $20.00.
  5. 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.
  1. 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.
    1. Select Allow online payments. The payment options become available.
    2. 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.
    3. 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.

Note:
The e-mail receipt option is not applicable, because SmartPAY sends the receipt to the e-mail address the patron specifies on the SmartPAY payment page.

  1. To display a privacy policy link in Mobile PAC, select Display privacy policy. See Privacy and Refund Policy Display Options.
  2. To display a refund policy link in Mobile PAC, select Display refund policy. See Privacy and Refund Policy Display Options.
  3. To accept credit card payments for donations, select Allow donations.
  4. To charge a processing fee for donations, specify the amount in the Processing fee box for donation payments. The maximum value is $20.00.
  5. 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.
  1. To set up credit card payments from the staff client, follow these steps:

Note:
To accept credit card payments, the staff client workstation must be equipped with a Comprise SmartTerminal credit card reader, and you must specify the SmartTerminal ID for each workstation. See step 11.

  1. Click the Staff Client tab on the Online Payments Settings dialog box.
  1. Select Allow online payments. The payment options become available.
  2. Set the minimum fine amount you want to accept by credit card payment.
  3. 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.
  4. To provide an automatic e-mail payment receipt to patrons, select Send email receipt. The e-mail receipt is sent to the e-mail address in the patron record. If the patron record does not include an e-mail address, no e-mail receipt is sent. The staff member cannot specify an e-mail address during the payment process.

Note:
The manual data entry option is not applicable. Staff client workstations must use the Comprise SmartTerminal to swipe the patron’s credit card.

  1. To set up credit card payments from Polaris ExpressCheck, follow these steps:

Note:
To accept credit card payments, the Polaris ExpressCheck workstation must be equipped with a Comprise SmartTerminal credit card reader, and you must specify the SmartTerminal ID for each workstation. See step 11.

  1. Click the ExpressCheck tab on the Online Payments Settings dialog box.
  1. Select Allow online payments. The payment options become available.
  2. Set the minimum fine amount you want to accept by credit card payment.
  3. 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.
  4. To provide an automatic e-mail payment receipt to patrons, select Send email receipt. The e-mail receipt is sent to the e-mail address in the patron record. If the patron record does not include an e-mail address, no e-mail receipt is sent. The patron cannot specify an e-mail address during the payment process.
  5. To display a privacy policy link on the processing fee, payment, and payment verification pages in Polaris ExpressCheck, select Display privacy policy. See Privacy and Refund Policy Display Options.
  6. To display a refund policy link on the processing fee, payment, and payment verification pages in Polaris ExpressCheck, select Display refund policy. See Privacy and Refund Policy Display Options.
  7. Click OK to save your settings.
  1. For each staff client and ExpressCheck workstation with a SmartTerminal, specify the payment terminal ID by following these steps:

Note:
Comprise supplies the terminal ID values for your workstations.

  1. From the workstation listed in Administration Explorer or the workstation workform, select Parameters > Credit Card Payment.

  1. Double-click Payment Terminal ID and enter the workstation SmartTerminal ID.
  2. Select File > Save, or click SaveIcon.gif.