Converge is one of the payment gateways supported by CivicPlus Pay. Provided below is information about the available features and how CivicPlus Pay and Converge work with CivicRec.

Features

Features List	Available with Converge?
ACH	No
Cards on File	Yes
EMV	Yes
Supports Contactless Payments	Yes
Can Act as Gateway and Processor	Yes

 

View the Integrated Gateways article for a feature table for all payment gateways.

 

Cards on File

Converge allows for the tokenization of cards through both their Commerce Web Services and Hosted Payment Pages APIs. It is recommended that before you start collecting cards-on-file, you instruct Converge to set up a shared token vault across all of your terminals. This will allow a user to save a card through one terminal but use it at another. If you do not have this setting on, you will run into processing issues. Learn more on the Converge Payment Methods on File article.

 

Follow the instructions to Add a Card on File to a CivicRec account. When adding a Converge Card on File, it will bring up a payment screen for $0.00 where you can add your card number and billing address.

 

 

Important Note

• To increase security, CivicPlus has added managed challenges (CAPTCHA) to CivicPlus Pay. Before reaching the hosted payment form, users may see a security screen like the one below:

 

Checkout Process - Internal

Utilizing an Existing Card on File

1. On the Payment screen, select the Credit/Debit option
   
2. If the account has a Card on File, you can select a Saved Card
   
3. Click Add Credit/Debit Payment
   
4. Select Complete Transaction
   

 

Checking Out with a Card Using Manual Entry

 

1. On the Payment screen, select the Credit/Debit option
2. Review the Amount and click Continue to Payment
   • Save Card: This option will be selected by default, uncheck if you do not wish to save the payment method for future use.
   • Overpayment: Select if the Amount listed is higher than the Total Charges.
3. Before reaching the hosted payment form, you may see a security screen like the one below:
4. Click Checkout
   
5. Fill out the Payment and Billing Address fields
6. Click Submit Payment
   

 

Checking Out Using a Card Reader

1. On the Payment screen, select the Credit/Debit option
2. Review the Amount and click Continue to Payment
3. A screen will display when the transaction starts
   
4. You can then complete the transaction on the EMV device
   

 

Checkout Process - Public

Checking Out With a Saved Card on File

1. On the Payment screen, select a Saved Card from the drop-down
   
2. Click Submit Payment
   
3. Review charges and select Complete Transaction
   

 

Checking Out by Manual Entry

1. On the Payment screen, review the charges and select Continue to Payment
   
   • Save Card: This option will be selected by default, uncheck if you do not wish to save the payment method for future use.
2. Click Checkout
   
3. Before reaching the hosted payment form, you may see a security screen like the one below:
   
4. Fill out the Payment and Billing Address fields
   
5. Click Submit Payment
   

 

Checkout Process - Public Mobile View

Checking Out With a Saved Card on File - Mobile

The instructions below show the process for checking out with a card on file on the mobile public catalog.

1. Click Checkout in the cart
   
2. On the Payment screen, select a Saved Card from the list and click Review Transaction
   
3. Review charges and select Complete Transaction
   

 

Checking Out by Manual Entry - Mobile

1. Click Checkout in the cart
   
2. On the Payment screen, select Continue to Payment
   
   • Save Card: This option will be selected by default, uncheck if you do not wish to save the payment method for future use.
3. Before reaching the hosted payment form, you may see a security screen like the one below
   
4. Fill out the payment details
   
   
5. Click Submit Payment
   

 

Setup Steps

1. Set up your account and needed terminals with the Elavon Converge team
2. Order your gateway hardware if using EMV from your Elavon Converge rep
3. Read through the resources in the Converge section of the CivicPlus Platform Help Center
4. Gather your credentials and submit them to your Project Manager/Implementation Consultant
5. When hardware arrives, set up EMV devices
6. Run a test transaction
7. Finish configuring your Converge account
   • Note: If you have questions, please reach out to your Elavon Converge rep for assistance.

 

Resources

• Set Up Converge for CivicPlus Pay
• Converge Payment Methods on File
• Converge Payment Terminal Troubleshooting Guide
• About CivicPlus Pay
• Converge section of the CivicPlus Platform Help Center