Setting Payment Method Options

When a staff member accepts a payment from a patron, the staff member selects a payment method such as Cash or Check to describe the payment. Use the Payment Methods policy table to display or suppress the following payment method options for use in the staff client:

Cash
Check
Collection agency
Credit card
Credit card - Manual
Debit card
Smart card
Voucher

For example, if you do not use a collection agency, you can suppress this option from display. Additionally, if your library does not have an integrated solution but offers a non-integrated payment option, you can select Credit card - Manual to make this option available in the staff client when taking payments. Libraries that already have an integrated solution will leave the Credit card - Manual option unselected in the Payment Methods table. You can also set the order in which the options are displayed in the payment dialog boxes.

Note:
The Credit card - Manual option does not make credit card payments possible from PAC or MPAC.

The payment options you select in the policy table appear in the following situations:

Pay dialog box - Paying charges from the Patron Status workform - Patron Account view (if the patron account has a credit, Pay from credit is an automatic option); paying overdue charges when renewing an item from the Patron Status workform - Items Out view; paying charges when checking in an item; paying overdue charges when renewing an item from the Check Out workform
Declare lost item dialog box - Paying charges when declaring an item lost from the Patron Status workform - Items Out view
Create credit dialog box - Creating a credit from the Patron Status workform - Patron Account view (Collection agency option does not apply to this situation)
Create deposit dialog box - Creating a deposit from the Patron Status workform - Patron Account view (Collection agency option does not apply to this situation)

Payment methods can be set from the system, library, and branch organization levels in the Administration Explorer. However, you specify the options for each branch. When you open the table at the system level, you can view and change entries for any branch. At the library level, you can view and change entries for the branches associated with the library. At the branch level, you can view and change entries for the selected branch.

Note:
These System Administration permissions are required to modify this table: Access administration: Allow, Access tables: Allow, Modify payment methods table: Allow.