Payment Type Wizard

Whenever a patron pays a bill, the user must enter the payment type. This is simply a name representing the form of payment, such as CASH. The payment type is recorded along with the payment in the bill record. The purpose is to be able to produce, at the end of the accounting period, a report indicating how much money and in what form (for instance, cash, checks) should be present at the workstation. Payment types, then, should be defined to reflect the types of payments that may be accepted to satisfy a bill.

The following payment types are delivered.

Type

Definition

Cancel

Used if the bill had been created in error or for too much money (required by the system; do not remove)

Cash

For cash payments

Check

For payments made by check

Credit Card

For payments made by credit card

Credit Account

For payments made from a user’s credit account

Debit Card

For payments made by debit card

Forgiven

Used to settle (waive) all or part of a user’s bill without actual payment

None

Used by automatic refund payments.

PayPal

For payments made through PayPal

 

The Cancel Payment Type policy should not be removed. It is used by the system in a number of areas for canceling bills. For example, it is used in Lost Processing to cancel a lost bill when the lost item is returned to the library. It is also used by the Register New User wizard to cancel a privilege fee when user registration is incomplete or canceled.

From the List Policies window, you can create, display, modify, copy, or remove the Payment Type policies. Click Close to exit the wizard.

Attributes

The Payment Type wizard displays the following attributes.

Name

This attribute uniquely identifies a specific Payment Type policy. This name is ten characters or less, and may not include spaces or punctuation, except for dash (-), underscore (_), and dollar sign ($). Additionally, the pipe character (|) may not be used.

Description

This attribute provides more information about the policy and its use by the library. The description may be up to 60 characters in length. Although the Description attribute may contain spaces and punctuation, the pipe character (|) cannot be used.

Type

This attribute indicates the kind of payment “code,” which tells SirsiDynix Symphony how to handle this Payment Type policy. The following types are delivered.

CANCEL
CASH
CARD
CHECK
CREDITACCT
DEBIT
FORGIVEN
NONE
PAYPAL
SAMFUND

Note: The SAMFUND payment code is for use with payment types for the Comprise SAM online bill payment. Likewise, the PAYPAL payment code is for use with payments types for paying bills online using PayPal.

BLUEcloud Commerce Payment Type

This attribute designates this Payment Type policy as a BLUEcloud Commerce-enabled Payment Type. This attribute only has effect under the following conditions:

A card reader device is connected to your workstation
The Card Reader Device Type policy corresponding to the card reader device is configured in the Mag Stripe Configuration under the Peripherals Menu

Under these conditions, when a user makes a payment of this Payment Type, WorkFlows uses SirsiDynix BLUEcloud Commerce functionality to process the payment. For more information on using BLUEcloud Commerce in WorkFlows, see the BLUEcloud Commerce Configuration help topic.

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