Elavon - Baseless Refund
In this article: We will cover the steps explaining how to refund credit card payments using Elavon as the 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.
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
Baseless Refund
When a customer walks into one of your Tagrain Stores and asks for a refund, you can run into a situation where he doesn’t have the original transaction receipt with him. The refund that you process in this situation is called a baseless refund.
Steps to perform a Baseless Refund
Scan the products to be refunded and click the Pay button on the Refund Transaction screen to reach the Payment screen.
Change Quantity to -1 for all the products to be refunded. To edit the quantity of the sale product, tap on the quantity field against the product in the transaction grid. This will open up the Edit Quantity popup window. Here you can suffix the – sign to decrease the product quantity.
You need to repeat the step for all the products in the transaction grid.
Click the Pay button on the Refund Transaction screen to reach the Payment screen
Edit the Amount To Pay field to enter the amount that is to be refunded using the Elavon Payment Processor and then click the Elavon button, to refund the Credit/Debit card payment.
For illustration we have specified -$263.06 as the amount to be refunded using the Elavon Payment Processor. Click OK to refund the payment.
Your customer can either insert, tap, or swipe the EVM card on the Elavon Payment Device.
Ask the customer to type the card pin number to authorise the refund.
The Elavon Payment Device will display the refunded amount on the screen.
Press 1 to acknowledge the Amount To Pay.
For walk-in customers who are not registered, the refund can be processed either in Cash or Credit Card or Gift Card. For registered customers, additional options like Loyalty, Store Credit and On-Account are enabled.
The Amount To Pay now reflects the balance amount to be refunded. In this illustration we have refunded the balance amount as Store Credit.
Note: Any payment made via the Elavon will only be returned to the Elavon account.
Please refer to the article: Collect Payment using Elavon Payment Type where we have explained how to perform a simple sale transaction involving Elavon as the payment type.
In case of a Baseless Refund, the customer is required to tap, insert or swipe the card to approve the refund.
A refund sale transaction receipt is printed when the refund is successfully processed.
If the switch Separate Receipt For Credit Card is flipped ON, a credit card refund transaction receipt is printed in addition to the regular refund transaction receipt.
The screenshot below depicts a Credit Card Refund Transaction Receipt.
The receipt printed from the Elavon device will only reflect refunds made through a credit card and a debit card. If the refund is made using other payment types, it will reflect on the regular transaction receipt generated at the POS terminal.
Click the ADD NEW SALE button and you will be taken back to the POS transaction screen to start a new transaction.
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