Setting Up E-Commerce - Overview and Requirements

To submit credit card payments from the Polaris staff client, PowerPAC, ExpressCheck, or Leap, you must establish a connection to a payments gateway and then configure the gateway in Polaris Administration. A license is required for each payments gateway provider.

To accept credit card payments from a staff client, Leap, or ExpressCheck workstation, a credit card reader must be attached to the workstation. When you install Polaris on a workstation where staff will accept credit card payments, the credit card reader option must be selected. You can set up credit card payment processing for the selected e-commerce payment gateway in Polaris Administration at the system, library, or branch level.

To accept PowerPAC or Mobile PAC online payments, you must enable secure socket layer (SSL) for the Web server in Polaris Administration. For PowerPAC, set the SSL: Enable PowerPAC parameter for the Web server to Yes. For Mobile PAC, set the SSL: Enable Mobile PAC parameter for the Web server to Yes. See Setting Web Server Parameters. Patrons must have SSL protocol enabled for their Web browsers and must accept the certificate the first time they log on from outside the library.

The link for paying fines in PowerPAC and Mobile PAC is on the Fines and Fees page in the patron account. If your library is set up to allow online credit card payments from PowerPAC, be sure the PowerPAC and Mobile PAC profiles, Navigation: Fines & fees, are set to Yes for your organization in Polaris Administration.

E-Commerce transactions appear on Polaris financial reports. See E-Commerce Credit Card Reports.

For general information regarding e-commerce and Polaris, see these topics:

For instructions on setting up one of the e-Commerce gateways that can process credit card payments from the Polaris staff client or Leap, ExpressCheck, PowerPAC, and MobilePAC, see the topic for the gateway your library will use:

Note:
EnvisionWare and Comprise are the only payments gateways that handle credit card payments made from Leap.

For instructions on setting up one of the e-Commerce gateways that processes web payments from PowerPAC and Mobile PAC only, see the topic for the gateway your library will use: