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. 

Prerequisites

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

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.

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. 

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. 

Suggested Readings

How can I find the device ID for my Elavon payment device?

Elavon Payment Processor Plugin Activation

Elavon Payment Processor Plugin Features

Sale Using Multiple Credit Cards - Elavon

Refund Using Multiple Credit Cards - Elavon

Void a payment made using Elavon (From the Payment Screen)

Subscription Management in Tagrain