Integrating Elavon Payment Processor

Integrating Elavon Payment Processor

Introduction

The Elavon Payment Processor enables iVendNext users in the USA and Canada to accept secure credit/debit card payments—including contactless NFC transactions—directly through POS terminals. This guide provides a step-by-step walkthrough for setting up Elavon, mapping it to your POS, and troubleshooting common issues.




Key Benefits of Elavon Integration

  • Seamless Transactions: Process Visa, Mastercard, and other major cards.

  • Contactless Support: Accept NFC payments (Apple Pay, Google Pay).

  • Automatic Receipts: Print transaction details instantly.

  • Security: PCI-compliant encryption for safe processing.


Note: Elavon is only available for the USA and Canada.



Prerequisites

Before setup, ensure you have:
✅ Elavon Merchant Account (active and configured).
✅ Elavon Payment Device (e.g., USB card reader).
✅ Admin access to iVendNext.



Step 1: Create an Elavon Payment Type

1. Navigate to Mode of Payment

Go to: Home > Accounting > Payments > Mode of Payment.


2. Add a New Payment Type

Click "Add Mode of Payment" and fill in:


  • Mode of Payment: Name (e.g., "Elavon Credit Card").

  • Type: Select "Credit Card" from the dropdown.

  • Enabled: Check to activate.


3. Configure Retail Settings

Under the Retail Section:


  • Min/Max Amount: Set limits (e.g., min $0.50, max $10,000).

  • Print Receipt: Enable to auto-print receipts.

  • Open Cash Drawer: Disable (not needed for card payments).


Click Save.



Step 2: Map Elavon to Your POS Terminal

1. Access POS Terminal Settings

Navigate to: Home > Retail > POS Terminal.


2. Link Elavon Device ID

  • Select your POS terminal.

  • Enter the Elavon Device ID (provided by Elavon) in the Device ID field.



3. Save Changes

Click Save to confirm.



Step 3: Update the Master Payment Template

1. Navigate to Payment Templates

Go to: Home > Retail > Settings > Payment Template.


2. Edit the Template

  • Select your active template (e.g., "Default Retail").

  • Add Elavon as a payment method under "Mode of Payments."

  • Set as default if preferred.


3. Save and Sync

Click Save, then Update Payment to sync changes to POS.



Testing Elavon Transactions

1. Process a Test Sale

  1. Open iVendNext POS.

  2. Add items to the cart.

  3. Click Payments > Select "Elavon Credit Card".

  4. Swipe/tap the card—the payment request will route to the Elavon device.


2. Verify Successful Payment

  • Check for printed receipts (if enabled).

  • Confirm the transaction appears in Sales Reports.



Troubleshooting Common Issues

Issue

Solution

Elavon not appearing at POS

Ensure it’s added to the Payment Template and enabled.

"Device Not Found" error

Verify the Device ID is correct and the reader is connected to the POS.

Declined transactions

Check Elavon merchant account status or test with a different card.



Best Practices

🔹 Regularly reconcile Elavon transactions with bank deposits.
🔹 Train staff on handling card errors (e.g., "Insert Card" vs. "Swipe").
🔹 Audit logs in Home > Accounting > Payments for discrepancies.



Conclusion

Integrating Elavon streamlines card payments, reduces manual entry, and enhances customer checkout speed. For further optimization, explore Moneris (Canada) or gift card setups.



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