10.20 Elavon Partial Payments

KB 2882, Release Note, POS\Elavon Converge, 7/24/2024

Version 10.20 introduces an exciting enhancement to our PBS software: seamless integration of partial payments via Elavon!

This feature addresses situations where a Credit Card company approves only a portion of the payment. It empowers Customers to complete the partial payments rather than rejecting the payments due to insufficient funds for the requested payment amount. This capability is available in version 10.20 and higher.

Partial Payment Prompt

No extra configuration is necessary for this feature. Approval of partial payments is solely at the discretion of the Credit Card company and lies beyond our control.

When this occurs, Users will receive a prompt in v10 to either issue a Refund for the partially paid amount or Pay Balance remaining with a different card.

These are the sole options accessible to guarantee the collection of the full payment amount and to avoid any User confusion regarding the completion of the entire payment.

Pay Balance Option

By selecting Pay Balance, the Transaction window will reopen, enabling the User to select the payment type for the remaining balance. The partial payment will be clearly displayed in the grid, ensuring visibility of the entire amount.

Note: there is the option to pay with the same card type if the Customer has another of the same type they wish to use.

The receipt will display the breakdown of the payment for each card used.

Refund Option

When a User needs to initiate a Refund to allow the Customer to either return later or pay the full amount in cash, the Transaction window will automatically open with the refund amount pre-filled. Simply click OK to proceed with the refund as usual.

As the card information is already linked to the original payment, the Customer will not need to tap or insert their card again.

Cash Control Dashboard

On the Cash Control Dashboard, two transactions will be presented to illustrate the payment and subsequent refund. The Invoice Amount column will indicate the total requested amount, while the Payment Amount column will reveal the actual sum paid.