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Fields: Add/Edit Horizon Payment Account

Path: General Configuration > Payment Accounts > Add Horizon Payment Account

Path: General Configuration > Payment Accounts > Edit

Specifies the settings that allow a patron to make payments on a fine or fee. Portfolio uses the PayPal payment management system to complete payments to the library. Before you can set up a payment account in Portfolio, you must first set up a PayPal business account for your library (see www.Paypal.com for more information).

For a consortium, if you want payments to be associated with each library separately, you must apply for separate PayPal accounts and associate each account with a corresponding payment account in Portfolio. Library users who have access to more than one library system in Portfolio and who have fines or fees from libraries with separate payment accounts, will be billed separately by each payment account.

Code

Specifies a unique code for the payment account (up to 30 characters). This code is used to identify the payment account on the Payment Accounts page.

Codes are displayed in all upper case letters. If you enter lower case alphanumeric characters for the code, the software automatically converts them to upper case when the code is displayed.

Note: This value must be unique. If you enter a code that is already being used elsewhere on the system and try to save the payment account, the software displays an error message indicating that the value must be unique and informing you that the value you entered is already being used for another profile.

Name

Specifies the system name of the payment account (up to 80 characters) for the specified language. This name is used to identify the search profile on the Manage Payment Accounts page and on any other pages in the Admin console that display the payment account name.

For this field, you can also specify an alternate name for a specific language. Choose the language from the drop-down list of supported languages, then enter the localized name in the field.

Note: If your web browser is configured to use a display language that is not supported by Portfolio and you have chosen to display the Admin console in a language other than the default language (en_US), the language that displays in the drop-down list of supported languages defaults to US English.

If a localized name already exists for a specific language, the software displays that language name differently in the drop-down list. When you enter a localized name for a specific language, the language name appears with a “++” suffix. If you clear the localized name for a specific language, the software displays the language name without the different formatting.

Description

Specifies a text description of this payment account (up to 255 characters).

Web Service

Specifies which Symphony Web Service to use for connecting Portfolio to the Horizon ILS for processing payments through this payment account.

Important: In order to use the payment account functionality, your system must connect to Horizon using Horizon Web Services 1.2.1 or later.

Horizon Authenticated Client Secret

Lets Portfolio authenticate calls to Horizon Web Services. The Client Secret is the passcode that was set up in Horizon Web Services that enables various services, including payments.

Payment Account Type

Specifies the service through which payments to your library will be made. When you select a service, the fields associated with setting up the account open below the radio buttons.

PayPal Account

Specifies the name of the account (up to 80 characters) that you set up with PayPal. This will typically be an email address. The minimum level account that will work with Portfolio is the Web Payments Standard account. (Appears only when the PayPal account type is selected.)

Payflow Pro Username

The user account name (up to 64 characters, case-sensitive) you set up with Payflow Pro. If you have not set up more than one user account, the username may have the same value as the Vendor. (Appears only when the Payflow Pro account type is selected.)

Payflow Pro Vendor

The merchant login name (up to 64 characters, case-sensitive) you set up with Payflow Pro. (Appears only when the Payflow Pro account type is selected.)

Payflow Pro Partner ID

The identification code (up to 64 characters, case-sensitive) that the PayPal reseller assigned to you when your library registered for the Payflow account. (Appears only when the Payflow Pro account type is selected.)

Payflow Pro Password

The password (6 to 32 characters, case-sensitive) you created when you registered for the Payflow Pro account. (Appears only when the Payflow Pro account type is selected.)

Confirm Payflow Pro Password

You must re-enter the password to confirm it was entered correctly. (Appears only when the Payflow Pro account type is selected.)

Use billing address to verify credit card authenticity

Checks whether the billing address submitted by the patron matches the address in the patron's bank record. For more information, see Using Address Verification Service in the PayPal Payflow Pro Developer's Guide. (Appears only when the Payflow Pro account type is selected.)

Select the card types you can accept

Specifies which credit and debit card types your library accepts. (Appears only when the Payflow Pro account type is selected.)

Available

Displays a list of all the cards you can accept through Payflow Pro.

You can select or multiselect one or more card and then click Select, or you can double-click individual cards to move them to the Selected list.

Selected

Displays the list of credit or debit cards that your library accepts.

You can select or multiselect one or cards and then click Remove, or you can double-click individual cards to move them to the Available list.

To add or remove cards in the list, choose the card, and then use these buttons:

Option	Description
Select	Moves the selected card from the Available list to the Selected list.
Remove	Removes the selected card from the Selected list and returns it to the Available list.

Option

Description

Select

Moves the selected card from the Available list to the Selected list.

Remove

Removes the selected card from the Selected list and returns it to the Available list.

Note: These buttons are context-sensitive based on which list a card is selected in. For example, the Remove option is disabled when you select a card in the Available list, but it is enabled when you select cards in the selected list.