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. 

Activate the plugin

You can activate the Elavon Payment Processor plugin from the Purchase Subscription page. You can approach this page via the plugins screen or the Manage Accounts section.

From the plugins Screen

Step 1. Navigate to Home > plugins. This will open the plugins Grid View Screen. This screen is divided into five sections

Step 2. Navigate to the “Inactive” section. You should see the Elavon Payment Processor plugin listed here. Click on the Activate button on the Elavon Payment Processor plugin tile to proceed to the plugin Activation Popup screen.

Step 3. On the plugin Activation Popup screen you will have two choices:

OK And Continue Selecting

Click this button if you wish to add more plugins to your existing Tagrain edition.

Review And Checkout

Click this button if you wish to add this single plugin to your existing Tagrain edition.

Click the Review & Checkout button to proceed to the Purchase Subscription page.

Step 4. Navigate to the Choose Your Subscription section on the Purchase Subscription page. You should see the Elavon Payment Processor plugin ticked / selected for activation. 

Step 5. Review your order summary and click on the Confirm & Pay button in the Cart Detail section to proceed with activation.

Once the Elavon Payment Processor plugin is activated, an additional option for the Elavon Payment Type appears on the Payment Type screen.  

From the Manage Account Section

Step 1. Navigate to the admin section in the top right corner of the screen and click Manage Account. 

Step 2. On the Subscription screen that opens, click the Upgrade button to reach the Purchase Subscription page.

Step 3. Navigate to the Choose Your Subscription section on the Purchase Subscription page. You should see the Elavon Payment Processor plugin unselected. You simply need to put a tick against the activation check box on the Elavon Payment Processor plugin Tile to mark the plugin as Active.

Step 4. Review your order summary and click on the Confirm & Pay button in the Cart Detail section to proceed with activation.

Once the Elavon Payment Processor plugin is activated, an additional option for the Elavon Payment Type appears on the Payment Type screen.  

Configure the Elavon Payment Type

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. 

Accepting Payment Using the Elavon Payment Device

In the section below, we will cover the steps explaining how to receive credit and debit card payments from a customer using Elavon as the Payment Type.

Scan a few products to the transaction grid and click the Pay button to reach the Payment screen.

The Payment screen should list Elavon as one of the payment methods. 

Edit the Amount To Pay field to enter the amount that the customer wants to pay using the Credit / Debit Card. For illustration, we have specified $263.06 as the amount.

Click the Elavon button, to process the payment using the Elavon Payment Device.  

The screenshot below depicts that a payment of $263.06 was made using the Elavon Payment Device. 

A sale transaction receipt is printed upon successful payment and would reflect the amount paid using Elavon as the payment method along with other payment methods.

Suggested Readings

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

Add Elavon as Payment Type

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)