Setting up a ProPay payment service

ProPay accounts are currently set up by SirsiDynix for libraries through the BLUEcloud Admin console. You cannot set up a ProPay payment account in Portfolio. However, you do need to specify the institution in the profile.

When you use a payment account managed through BLUEcloud Commerce, such as a ProPay account, patrons can opt on the payment page to have a receipt of the transaction sent to their email address.

To set up a ProPay payment account

1 Contact your SirsiDynix representative to activate payment services for your library.
2 Log in to the Portfolio Admin console.
3 Choose Profiles from the navigation pane.
4 Choose Edit for the profile for which you want to use the payment service.
5 From the Associated Institution drop-down list, choose the institution that the payment service was assigned to.

Note: SirsiDynix will let you know which libraries are associated with a specific institution.

6 Choose OK.

When patrons make a payment through My Accounts, Portfolio displays a payment button on the Fines page. The button opens a form for completing the bank card information and completing the transaction.

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