Refund Involving Elavon

Refund Involving Elavon



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.



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


The Elavon Payment Processor  plugin comes free with Tagrain. Activating this plugin will have no impact on your existing subscription. See: Subscription Management in Tagrain 



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



Steps to refund payment using Elavon

The steps explaining how to refund credit card payments using Elavon as the Payment Type are explained below:  


Select the transaction that needs to be refunded from the Recent Sales screen and click the Refund button to open the Refund Transaction screen.



Click the Pay button on the Refund Transaction screen to reach the Payment screen



On the Payment screen, click the Elavon button, to refund the Credit/Debit card payment. 





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. 



When you click the Elavon button, the Amount To Pay is pre populated with -$263.06. This is the amount that was collected using the Elavon Payment Device in the original sale transaction. 




The amount of $263 was collected using the Elavon Payment Device in the original sale transaction. This can be seen on the Recent Sales screen on the Payments tab. 






Click OK to process the refund. The acknowledgement is sent to the Elavon Payment Device. 



The Elavon Payment Device will display the Refund Amount on the screen. 


Cashier needs to Press 1 to approve the amount and process the refund.


In case of a Refund, the customer is not required to insert, tap, or swipe the card to authorise the refund. 









In this illustration we have refunded the balance amount as Store Credit, as can be seen in the refund transaction receipt.



Please Note: In the article: Add Elavon as a Payment Type we have created a new Payment Type - Elavon to collect credit and debit cards payments. 





In case of a Refund, the customer is not required to insert, tap, 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. 



Please Note: This refund receipt is generated in addition to the standard refund transaction receipt that is printed from Tagrain POS. 



Click the ADD NEW SALE button and you will be taken back to the POS transaction screen to start a new transaction.


Suggested Readings

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

Add Elavon as Payment Type

Elavon Payment Processor Plugin Activation

Elavon Payment Processor Plugin Features

Sale Using Multiple Credit Cards - Elavon

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

Subscription Management in Tagrain




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