Shopper View

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

Placing an order

To create a 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:

Access the Checkout page from Magento 2 store view.
Populate Billing and Shipping Addresses.
Select Elavon Converge EU Gateway as a payment method.
Click Place Order.

Image of order screen with Place Order button

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.

Image of Payment screen where user enters card info and selects the Pay button

Note: The actual HPP screen may vary depending on the options enabled in Converge. To configure the HPP, 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 are canceled and the user is redirected to the shopping cart. If needed, the user can then initiate a new order with the same products.

User is redirected to the Shopping Cart screen when a payment is canceled — Cancel record and return to the shopping cart

HPP – Checkout

To continue with the order:

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

Image of Payment screen where user enters card info and selects the Pay button — 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.

Error page that says the payment is declined — 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.

Thank you for your purchase page indicating the payment is accepted — HPP – Payments is accepted

Payment via Lightbox

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

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.

Pay for Order screen with a Pay with Converge button — 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.

The payment screen where the user enters card information and selects the Pay button — Magento 2 Store – Lightbox

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

Stored Shopper

For the logged-in users that select the option Save for later use on the checkout page, the details are saved in Converge. If a user changes the details (name, address) and creates a new order using the Save for later use option, the profile is also updated in Converge.

Stored Card

Add Card

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

In order to do this, you need an active account created in the Magento store and to be logged in before reaching the checkout page. After doing that, on the checkout page, there is an additional option to store card for later use:

Magento 2 Store – Save card for later use

Once you make a successful payment, with this option selected, the card used to process payment in both Converge and Magento is saved.

To view card stored in Magento you should navigate to the following screen:

Magento Store (Logged In) -> My Account -> Stored Payment Methods

Magento 2 Store – Cards stored in Magento 2 — Magento 2 Store - Cards stored in Magento 2

Delete Card

You have an option to delete a stored card directly from Magento. Click Delete next to the card to delete it from Converge. If the merchant deletes card from Converge, synchronization with Magento does not exist so the user is still able to see the card in Magento with an option to delete it manually themselves.

Edit card

You have an option to edit the Expiry Date and the Card code for a stored card. Click Edit next to the card.

Add New Card

You have an option to add a stored card directly from the Stored Payment Methods section. Click Add New Card below the list of store cards.

Magento 2 Store – Adding a new credit card

Pay with stored card

Once the card is stored, you can use it to initiate a payment. To do that, perform the same steps as for HPP payment for the logged-in user until the checkout page. The stored cards will be visible in the Payment Method section and you can select one of them to pay for the next order:

Once you click on the Place Order button, API call to the Converge will be made in the background, and depending on the response we will get:

Error message - in case the payment is declined by Converge
Newly created order number - in case the payment is accepted by Converge

Next: Merchant View