Shopper View

The following is an overview of the main features in the daily usage of the Converge Plugin.

Placing an order

To create new Authorization Only transaction using Elavon Converge EU Gateway plugin, make sure that Payment Action is set to Authorize and Delayed Capture, along with other options:

Enabled/Disable = Checked; Environment = Sandbox (in case of test transaction); Processor Account ID, Merchant Alias, Public Key, Secret Key = valid data provided by Converge

Payment Action = Authorize and Delayed Capture

To create a new Sale transaction, only the payment action option should be changed:

Enabled/Disable = Checked; Environment = Sandbox (in case of test transaction); Processor Account ID, Merchant Alias, Public Key, Secret Key = valid data provided by Converge

Payment Action = Authorize and Immediate Capture

The payment procedure is similar for guests and logged in users.

To initiate a payment via Converge:

  1. Access the Checkout page from Magento 1 store view.

  2. Populate Billing and Shipping Addresses.

  3. Select Elavon Converge EU Gateway as a payment method.

  4. Click either Place Order or Continue (depending on the selected integration method).

Payment via Hosted Payments Page (HPP)

If HPP is selected on the configuration page, the HPP opens once a user selects Elavon Converge EU and places the order.

Note: The actual Hosted Payments Page screen may vary depending on the options enabled in Converge. To configure the Hosted Payments Page, refer to the Converge User Guide.

From this page there are two options:

  • Cancel Payment

  • Pay

HPP – Cancel payment

If the user selects Cancel, the payment and the order is cancelled and user is redirected to the shopping cart. If needed, the user can then initiate a new order with the same products.


Cancel record and return to the shopping cart

HPP – Checkout

To continue with the order:

  1. Enter the card details (number, expiry date and security code)

  2. Click Pay.


Continue with Pay option

Two possible outcomes can happen after the user clicks Pay:

  • Payment is Declined

  • Payment is Accepted

HPP Checkout – Declined

When a payment is declined, the user is redirected to a failure page.


HPP – Payment is declined

HPP Checkout – Accepted

When a payment is accepted, the user is redirected to a page where a confirmation message and the details for the order are displayed.


HPP – Payments is accepted

Payment via Lightbox

If Lightbox is selected in the configuration page, the checkout page is the same as that of the HPP.

Depending on the selected integration method, the button available is either Place Order or Continue.

  • When Place Order is clicked, a new page displays containing information about the order (product name, price, quantity, and totals) and the option to Pay with Converge.

  • When Continue is clicked, a new page displays containing information about the order (number, date, total, and payment method) and the option to Pay with Converge.


Additional page with Pay button when Lightbox is selected

Clicking Pay with Converge opens the pop-up where users can enter the card details and pay.


Magento 1 Store – Lightbox

Similar to payment with HPP, the payment can be accepted or declined, and the behaviour in each case is the same.

Stored shopper

Converge has a "stored shopper" function. When a logged in user:

  • selects the option Save for later use on the checkout page, their details (name, address) are saved in Converge.

  • changes their details and creates a new order using the Save for later use option, their profile is updated in Converge.

Stored card

Add card

Logged in users have additional option to store their credit card used for payment on HPP, so it can be used for future payments without leaving the Magento 1 store.

To do this, a user needs an active account created in the Magento 1 store and they need to be logged in before reaching the checkout page. They will then see the Save for later use option on the checkout page, which stores their card for later use:


Magento 1 Store – Save card for later use

Once the user makes a successful payment with Save for later use selected, the system saves details from the card used to process payment to both Converge and Magento 1.

The logged in user can view the card(s) stored in Magento 1 by navigating to the following screen:

  • Magento 1 Store (Logged In) | My Account | Payment methods


Magento 1 Store – Cards stored in Magento 1

Delete card

Users have the option to delete stored cards directly from Magento 1 by clicking Delete. The cards and their details are automatically also deleted from Converge.

Pay with stored card

Once the card is stored, users can use it to initiate a payment.

To pay with a stored card:

  1. Perform the same steps as for HPP payment for the logged in user until the checkout page.

    The stored cards display below the payment method name.

  2. Select one of the stored cards to pay for the next order:


Magento 1 Store – Stored card checkout

When the user clicks Place Order, the API call to the Converge happens in the background. Depending on the response, the user gets either:

  • Error message – when the payment is declined by Converge

  • Newly created order number – when the payment is accepted by Converge

 

Next: Merchant View