Add Elavon as a Payment Type

In this article:

We will cover the steps to add and configure the Elavon Payment Type.

Please Note - Tagrain Elavon Payment Processor has been tested with the Ingenico Link 2500, If you intend to use a different device then please contact us in advance to confirm compatibility with Tagrain.

Introduction

Elavon Payment Processor plugin is a software module that seamlessly integrates with Tagrain POS and allows you to offer a quick, seamless and secure payment experience to your customers. Once set up, cashiers can take credit and debit card payments from customers at the POS using the Elavon Payment Device. This integration helps your cashier by removing the need to manually enter the amount and card details at the POS. See: Features of the Elavon Payment Processor Integration Plugin.

Quote - The Elavon Payment Processor plugin when subscribed to and activated allows you to offer a quick, seamless and secure payment experience to your customers. Once set up, cashiers can take credit and debit card payments from customers using the Elavon Payment Device.

Info - Available only for the USA and Canada, Elavon Payment Processor plugin allows you to accept normal and contactless NFC credit and debit card payments from all major brands using the Elavon Payment Device.

Note - The Elavon Payment Processor plugin comes free with Tagrain. Activating this plugin will have no impact on your existing subscription as the plugin is free.

Alert - After you subscribe to the Elavon Payment Processor plugin, you will have to map the Elavon Payment Processor Device to your POS terminal to be able to accept card payments.

Prerequisites

The only prerequisite to collect credit and debit card payments using Elavon is to add Elavon as a payment type in Tagrain.

Subscribing to Elavon Payment Processor Integration plugin is a multi-step process.

--Activate the plugin

--Configure the Elavon Payment Type

--Generate Elavon Payment Device ID

For more details, refer to the article: Elavon Payment Processor Integration Plugin Activation

Add the Elavon Payment Type

The moment you activate the Elavon Payment Processor Integration plugin, a default Payment Type - Elavon is automatically created in the Payment Type drop-down. (As shown in the screenshot below)

Configure the Elavon Payment Type

The steps to configure the Elavon Payment Type are as follows:

Step 1. Navigate to Home > Setup > Payment Type. This will open the Payment Type screen.

Step 2. Click the Add Payment Type button to open the Create Payment Type screen.

Step 3. Specify the name for the Payment Type. In this illustration, we have specified “Elavon” as the payment type name.

Step 4. Select a Payment Type from the list of predefined payment methods. Each payment method is treated differently by the application. In this illustration, we have selected “Elavon” as the payment type name.

Additional Payment Types like Elavon, Gift Certificates, Store Credit, and On Account, are available on activation of the Elavon Payment Processor Integration, the Gift Cards and Credit Memo, and the Customer and Credit Management plugins respectively

Step 5. Specify the order in which you want the payment types to be displayed on the Web Register. For example, if you want the Cash method to be displayed first in the list, you need to mention its display order as 1.

Step 6. Toggle the Is Active switch ON if you want this payment type to appear in the list of payment methods on the Web Register.

Step 7. Click the Save button to save the settings to create the Payment Type and exit the Payment Type Card screen.

Map the Elavon Payment Type to the POS Terminal

You must map the Elavon payment type that you just created to your POS terminal to be able to accept debit and credit card payments using the Elavon Payment Device.

The steps to map the Elavon payment type are explained below:

Step 1. Navigate to Home > Setup > Store Management. This will open the Store Management screen.

Step 2. Click on the POS button to open the POS List View Screen. This screen displays a list of POS already defined in the application.

Step 3. Click on the Edit button on the POS List View Screen to open the settings page for the corresponding POS. You should see the Payment Device ID field.

Step 4. Click on the Generate button next to the Payment Device ID field. This will open the Elavon Device ID Generation pop up screen.

Step 5. Enter the Device Pairing Code and the Device Friendly Name in the respective fields. Click the Save button.

The Device Pairing Code is displayed on the device when you power on the device. For the Device Friendly Name, you can specify a name of your choice. For illustration we have specified Link 2500.

When you click the Save button, on the Elavon Device ID Generation pop up screen, the Elavon Payment Device Id is generated and populated in the Payment Device ID field.

Add Elavon as a Payment Type

Add Elavon as a Payment Type

Introduction

Prerequisites

Add the Elavon Payment Type

Configure the Elavon Payment Type

Map the Elavon Payment Type to the POS Terminal

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