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          Configure Elavon Terminal for Payments

          Configure Elavon Terminal for Payments

          Set up Elavon Terminals to use with the Point of Sale (POS) app. The Elavon card reader terminals can process payments using Ingenico Move 5000, Lane 7000, and Link 2500 Elavon card reader terminals.

          Prerequisites

          • Modern POS App Build: 5.9.1 and later
          • Platform Support: iPhone & iPad
          • Offline Support: no

          Set up Point of Sale CMS for Elavon Terminal Use

          Configure the Point of Sale CMS settings so you can use Evalon Terminals with the Retail Cloud Point of Sale (POS) app.

          Set App Config Settings

          Turn on Elavon as a supported payment reader in your app configs.

          1. Go to Apps and edit the app config.
          2. Go to Modules > Peripherals > Card Readers.
          3. Under Supported Card Readers For Store Associate Checkout, check "Elavon".
          4. Under Default Card Reader, select "Elavon".
          5. Save your changes.

          Set Payment Gateway Settings

          Create a payment gateway for Elavon.

          1. Go to Integrations > Payment Gateways.
          2. Select Create in the upper right corner.
          3. Under Payment Gateway, select "Elavon".
          4. Configure the rest of the fields by referring to the table:
          Setting Description
          General Settings
          Environment* Select the type of account for this configuration
          Fulfillment Type* Select "Default" if you want to create this configuration for a POS app to perform transactions
          Store ID* Select "Default" for all stores or a specific store
          Payment Method* Select the payment method for this configuration
          Merchant Configuration
          Default Device ID*

          Enter your Elavon Terminal ID. Note that this setting can be overridden with the (optional) register-level settings in Store Management > Registers by editing a particular register entry:

          • Under Card Reader > Model, set the model to "Elavon"
          • Under Card Reader > Terminal ID, set the Terminal ID to the register-specific setting
          URL Base* Enter your Elavon's Gateway URL
          Merchant Organization ID* Enter your Elavon's Location Name
          Services Select the services supported for this configuration
          Terminal Configuration
          Terminal Gateway ID* Enter your Elavon Chain Code
          Terminal Request Timeout Interval In Seconds Time interval determines how long the POS will wait for a response from the terminal for payment. The recommended time is 150 seconds.
          Payment Status
          Payment Status Check API Timeout In Seconds The payment status check API timeout. The minimum interval is five seconds, and it can be adjusted up to 150 seconds based on the store's network quality. Setting the interval too short won’t give the terminal sufficient time to process and respond.
          Other Settings
          Has Cart Summary On Payment Terminal Turn on to show the cart summary on the payment terminal
          Manual Payment Settings
          Manual Credit Card Entry On Terminal Turn on to permit manual credit card entry on the payment terminal

          *An asterisk (*) indicates a required field

          Configure Order Number Range Settings

          1. Go to Advanced > Order Number Range Config.
          2. Select Create and select "Payment Transaction ID Policy".
          3. Configure the rest of the fields by referring to the table:
          Setting Description
          General Information
          Operating Mode* Noneditable field. Verify this is set to "Online"
          Entity Type* Noneditable field. Verify this is set to "PAYMENT_TRANSACTION_ID"
          Number Configuration
          Prefix Verify this field is left empty
          Starting Order Number* The starting number for Elavon transactions. We recommend setting the starting value as 0000001.
          Store and Device-Specific Configuration
          Store ID* Set this to "DEFAULT"
          Payment Device ID* Set this to "DEFAULT". If there are multiple device IDs available for the merchant, create PAYMENT_TRANSACTION_ID for each device ID

          *An asterisk (*) indicates a required field

          View POS App Flow with Elavon Terminals

          Understand how the Elavon Terminal functions together with the Point of Sale (POS) app.

          Connect to Elavon Terminal on POS Device Manager Screen

          Elavon Terminals can be connected using Wi-Fi (Move 5000, Link 2500) as well as wired Ethernet (Lane 7000). It's necessary for the terminal and the iPad (POS register) to be on the same network to establish communication.

          Add and Connect to a Terminal

          The terminal is added to the device manager screen by selecting "Add Terminal" under the Terminal section.The Add Terminal option under the Terminal heading in the POS app.

          To do this, enter the IP address of the terminal. You can find the IP address by first selecting 0 and then pressing the green O on the Elavon pin pad and entering the admin password.The Add Terminal window where you enter the terminal's IP Address

          After you select "add," the terminal is added, and a connection is established instantly.The Elavon terminal added and showing in the Terminal section of the POS app app.rt_cms_

          Verify Connectivity

          The info icon next to the terminal can be used to view the IP address of the terminal and to run diagnostics to check the connectivity between the terminal and the PS POS App. If you select "Run Diagnostics", the app establishes a connection and confirms it. If the connection fails, the app shows a connection failure message along with the reason for the failure.The Run Diagnostics option for the IP Address of the terminal that you connected to the POS app.

          Next is a screenshot depicting a successful connection:A Connection Success message in the POS App for the terminal that you entered.

          Payment Using Card Option on Cart Screen

          The Credit Card option on the Split Cart screen allows you to start a payment for the order using the connected Elavon terminal. If there's no Elavon terminal connected for payment, the POS app permits you to go to Device Manager to add a new terminal. If there's no Elavon terminal connected for payment, the POS app permits you to go to the device manager screen to add a new terminal. If there's no Elavon terminal connected for payment, the POS app permits you to go to the device manager screen to add a new terminal.

          The terminal prompts for card insertion or swiping, processes the payment, and provides APPROVED/DECLINED messages based on the success of the transaction. An approved payment in the Elavon terminal shows the Thank You screen on the app, while a declined payment is followed by the app showing the details of the issue in a popup.

          Next are some screenshots for the same:

          The Present Your Card popup in the POS AppThe Thank You screen for an approved transaction in the POS app.

          Card Payment in Multitender screen

          Cards are one of the payment options available on the Multitender screen. Users can use multiple payment cards for their transactions and also have the option to combine card payments with other tender options.

          Next are some screenshots demonstrating this process:

          Adding a credit card payment amounf in the Add Card window on the POS app app.The Present Your Card popup in the POS AppThe Payment Summary screen in the POS AppThe Thank You screen for an approved transaction in the POS app.

          Elavon/Fusebox Dashboard Terminal Configuration

          The Location Name, Chain Code, and terminal ID are the key parameters to set up the payment gateway configuration for Elavon in CMS. This will be created and provided by the Elavon support team during the initial setup.

          Elavon/Fusebox Dashboard Transaction History

          You can view the transaction history by using the Transaction Management option in the Elavon portal. To find a specific order's payment, you can use the search option in transaction management and enter the order number in the user-defined field 1. Additionally, you can view the transactions from the last 24 hours by using the "24-HOUR TRANSACTION SUMMARY" dashboard on the home screen.

          Transaction Management Left Hamburger MenuThe Fusebox screen showing the Elavon Global Gateway

          Transaction Search OptionThe Transaction Search Option in the Transaction List section of the Elavon Global Gateway

          Transaction Search By Order ID in User-Defined Field 1Searching for a transaction by order ID in the Transaction Search section.

          24-Hour Transaction Summary in Home ScreenTHe Elavon Global Gateway shoing a list of transactions in the past 24 hours.

          View Known Issues and Limitations

          Understand common issues that you sometimes encounter if configuring or using Elavon Terminals with Point of Sale.

          Simultaneous Payment Attempts from Multiple Registers to the Same Terminal

          If many registers try to process payments through the same terminal at the same time, the transactions fail. Users are notified with one of these errors.

          • "Transaction Declined. Reason: *SLR Busy"
          • "Connection terminated by the host. If there is an ongoing transaction on the terminal, cancel it by pressing the red X button."

          To resolve the issue, close the error message by tapping "OK" on each register.

          Note
          Note For configurations where multiple registers share the same terminal, verify only one register processes a payment at a time.

          Connectivity Issues Locking Terminal in 'Processing' State

          Offline mode and the "Store and Forward" (SAF) feature supported by Elavon aren't available in Modern POS. Due to this limitation, if network connectivity is lost, the terminal can remain in a "processing" state. To recover, cancel the transaction and retry.

          See: View Features Supported by Elavon

          Sale Can't Be Initiated After 5-Minute Delay

          In Simplify Version 2.02.x or earlier, waiting more than 5 minutes can prevent initiating a sale on the terminal. To resolve this, update to the latest version by using the steps under "Update Simplify Version" in the Elavon - Onboarding & Troubleshooting.

          To check your current Simplify version, press "0" on the terminal.

          Getting "Transaction declined Reason: CALL AUTH CENTER" error during payment

          Check with Elavon team, if the gateway is in "backup" mode and declining the dollar amount.

           
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