Fields: Add/Edit Symphony Payment Account

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.

The library where the fine or fee was created is automatically designated as the originator library in Symphony. This is independent of the payment account configuration in Portfolio. For example, the payment account may include all of the libraries in a consortium, but the originator library in Symphony is that library where the fee was incurred.

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.

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.

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

Specifies the username that will be used for processing all library user payments that will be made through this payment account.

Specifies the password for the Symphony Payment User assigned to this payment account.

Specifies which Symphony payment policy will be used by the payment account. The payment policies are defined in Symphony. For more information, see your Symphony WorkFlows documentation.

Specifies which libraries are associated with this payment account. The PayPal account you selected will be used to take payments for all of the libraries you place in the Selected list. You can select a single library, multiple libraries, or a group of libraries that has been configured in Symphony.

Any payment account created in Portfolio is active until it has been 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 from libraries 1 and 2, the payments are serviced by account B, but all other libraries in your system are serviced by account A.

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.

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

Note: The Available list may be divided into a Single Libraries category and a Library Groups category so you can easily select individual libraries or preconfigured groups.

Displays the list of library or library groups that can use the payment account for processing library user payments.

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

To add or remove libraries or library groups in the list, choose the library or library group, and then use these buttons:

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

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

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.

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.)

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.)

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.)

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.)

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.)

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

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.)

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

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.

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.

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.