Overview
Elavon is a payment provider that enables businesses to process card payments. Their product, Converge, is the payment gateway software that handles communication between an Ingenico terminal and a bank.
QuikStor connects all the components, allowing facility staff to process card-present payments quickly and efficiently.
Previously, facility staff had to enter card details into the platform manually. Now, they can use a physical card reader to process payments within the platform.
ℹ️ Info: Card-present payments are only available through the QuikStor app. They are not supported on the Tenant Portal or the public API.
Prerequisites
Before you begin, make sure you have the following:
A Windows PC located at your facility.
Credentials provided by the Elavon team.
Access to a facility Payment Settings in QuikStor.
An Ingenico terminal physically connected to your PC.
Step 1: Install Converge Connect
Converge Connect is the software that enables communication between the terminal and the QuikStor app. It must be installed on the Windows PC connected to the terminal before you can process card-present payments.
Log in to your Converge Account.
Hover over your username in the top-right corner.
Select Support/Downloads.
Click Download Converge Connect.
Open the ConvergeConnectSetup.exe installer and click Next.
Browse the Destination Folder and click Install.
Once the installation is complete, click Finish.
Type Converge Connect in the Windows search bar and run the software.
Step 2: Connect the Terminal to Your PC
Before using card-present payments in QuikStor, connect an Ingenico terminal to your computer and run Converge Connect. The software should recognize the terminal and show its status.
Open Converge Connect in the Windows System Tray.
Click Show to check if the terminal is detected and connected. The terminal should automatically connect and display its status in the Card Reader field.
Click on the Device Settings button if you cannot see your terminal.
Choose your model from the Card Reader dropdown menu and click Ok.
Step 3: Configure Elavon in QuikStor Payment Settings
Once Converge Connect is installed and running, you can configure Elavon as a payment provider in your facility payment settings.
Choose your facility using the Facility Switcher.
Select Settings from the Left sidebar.
Click Payments to open the Payment Settings page.
Choose one of your Elavon providers under the Payment Providers section.
Click Set Configuration.
Enable the Card Reader Credentials option and enter the credentials provided by the Elavon team.
Click Save Configuration.
ℹ️ Info: Once you save your Elavon credentials, all previously enabled payment methods will be disabled. You need to re-enable your preferred payment methods after completing this step.
Step 4: Enable the Card Reader Payment Method
After saving your Elavon configuration, enable the Card Reader option. This option unlocks card-present payments in QuikStor.
Scroll down to the Payment Assignment section on the Payment Settings page.
Select Accept Card Reader from the list of available payment methods.
Re-enable other payment methods you want to use.
Click Save Changes.
Once the terminal is set up and the Card Reader payment method is enabled, facility staff can process card-present payments directly from the QuikStor app.