Take Credit Card Payments for Fines and Fees - Comprise SmartPAY

If your library’s e-commerce gateway is Comprise SmartPAY, a Comprise SmartTerminal (the SmartPAY card reader device) must be connected to your workstation. To take a credit or debit card payment from the Patron Status workform - Account view:

Note:
You can also accept credit card payments when the payment dialog box appears during circulation workflows; for example, when the patron pays a fine at check-in. Start at step 3 of this procedure and follow the remaining steps.

  1. Open the patron’s record in the Patron Status workform - Account view. See Access the account data for a patron record.
  2. Choose one of the following options:
    • To pay one or multiple charges, select the charge or charges in the Account Transaction list, and click pPayIcon00043.gif or press CTRL+Y.
    • To pay all charges, click pPayAllIcon00044.gif or press CTRL+L.

The Pay dialog box appears.

  1. To change the payment amount, type the new amount in the Amount box.

Overpayment is not allowed for credit card payments. For details about partial payments, see Pay charges from the Account view.

  1. Select Credit card in the Method box.
  2.  If you want to add a note about the transaction, type the information in the Note box.
  3. Click OK on the Pay dialog box.

The system checks whether the payment is an overpayment, which is not allowed, or under the minimal amount set for credit card transactions, and displays appropriate messages to stop the transaction in these cases. Otherwise, the Credit Card Payment dialog box opens.

Note:
You can add a note to the transaction. Entries in the Note field on this dialog box appear on the Polaris Store Order. For information about viewing credit card transactions and “orders,” seeManaging Credit Card Orders.

  1. Click Submit.

The system creates Store Order, Store Transaction, and Store Details entries with Pending status, sends the request to SmartPAY, and sends a query result request to SmartPAY every 5 seconds.

  1. Pass the patron’s credit or debit card through the SmartTerminal reader.

When the card is authorized, the system notifies SmartPAY that the transaction is finished, the ILS Store Order is updated to Complete status and the ILS Store Transaction to Success status, and the patron account is updated.

A confirmation message is displayed after a few seconds, and a receipt is generated according to the receipt setup for your workstation. For details about how the payment is recorded in the Patron Status workform - Account view, see Pay charges from the Account view. If your library has enabled email credit card receipts in Polaris Administration, and there is a valid e-mail address in the patron’s record, the patron receives an email receipt for the transaction.

Related Information

View credit card transactions and issue refunds - See Managing Credit Card Orders.