You are here: Managing general configuration > Managing payment accounts > Adding or editing a payment account

Adding or editing a payment account

Payment accounts are necessary if you want to provide the ability in Portfolio to let library users make payments to fees or fines on their accounts. Portfolio currently supports PayPal and Payflow Pro as online providers of payment services in both Symphony and Horizon.

If you are using the Symphony ILS, you must set up Symphony Web Services to use the native currency before Portfolio can manage payments. In Symphony, designate the native currency in the Currency Wizard (for more information, see the "Currency Wizard" Help topic). In Symphony Web Services, map the native currency to the correct ISO code (for more information, see "Mapping Currency" in the Symphony Web Services Setup Guide).

To add or edit a payment account

Choose General Configuration from the navigation pane.

Choose Payment Accounts.

Do one of the following:

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Choose Add Symphony Payment Account.

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Choose Add Horizon Payment Account.

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Choose the Edit option for the payment account you want to modify.

Add or modify the settings as needed. (For more information, see Fields: Add/Edit Symphony Payment Account or Fields: Add/Edit Horizon Payment Account.)

Important: Any payment account created in Portfolioremains active until it is deleted. If a payment account is not in use, you should delete it.

If in an account there are no libraries selected, that payment account becomes the default for all of the libraries (those listed in the Available list) in your Portfolio instance that have not been specified to be serviced by a different payment account. For example, you set up account A and do not specify any libraries. This account becomes the default account for all libraries when patrons make payments. Later, you set up account B and specify libraries 1 and 2 to be serviced by the account. When patrons pay fines for libraries 1 and 2, the payments are serviced by account B, but all other libraries in your system are serviced by account A.

Important: Selecting a single library to be serviced by multiple payment accounts does not add both accounts to the patron payment options. Instead, Portfolio chooses only one of the accounts to display on the payment screen.

When you have finished, choose OK.