If your business is on the move MobileMerchant is the ideal solution for you. This is ideal if you are an independent trader in the health and beauty, food service, garden centres, home furnishing supplier or taxi service sectors. You can accept credit and debit card payments anywhere, anytime with this easy-to-use and secure product.
MobileMerchant turns your Smartphone or tablet into a mobile payment terminal.
MobileMerchant provides full security and support for Chip and PIN cards, magnetic stripe cards, contactless and card-not-present transactions.
Cardholder data is securely captured and encrypted using a Bluetooth connected PIN pad, ensuring that no information is captured and stored by the smart device.
Provide a professional customer experience with a faster method for closing sales. Reduce cash handling and keep your personal and business income and expenses separate. Put MobileMerchant into the hands of your sales team, you put the power to increase cash flow in their hands, too.
1. Power on the smartphone and Datecs PIN Pad.
NOTE: Bluetooth must be enabled on the smartphone.
2. Put the PIN Pad in pairing mode, by rapidly pressing the red Cancel button, the yellow Back button, and the green OK button in the sequence shown.*
Your PIN Pad will request permission to enter pairing mode. Press OK to proceed.
*Alternatively you can also press all three coloured buttons at the same time to switch to pairing mode.
3. Once you’ve entered pairing mode, you will see a Bluetooth device name appear on the PIN Pad. Check your smartphone, and locate this device name in your Bluetooth menu.
4. Select the correct device and a message will prompt you to confirm pairing. Once you have confirmed the device will pair with your smartphone.
5. Your devices are now paired together and ready to start a transaction.
1.Download MobileMerchant from your Applications store.
2. Start the app, and the welcome screen will appear. You can take a tour, or start the setup process.
3. Enter a 5-digit personal identification number (PIN). This will protect your app.
4. Confirm that a PIN Pad is paired with your device. (Please ensure you have followed the instructions above).
5. Sign in with your terminal credentials, which you have received in your welcome email from Elavon. Your Business Name will show if this is successful.
6. Sign in with your MobileMerchant portal credentials, which you will also find in your welcome email from Elavon.
7. You should now see the finish screen, and you are ready for your first transaction.
Mobilemerchant uses an app on your smart device, such as iPhone, iPad or Android smartphones, to process credit and debit card transactions, in conjunction with a small PIN Pad, which is linked using secured Bluetooth wireless technology. It’s this simple:
The whole process should only take a maximum of 30 seconds and is fully secure. As far as your customer is concerned it’s exactly the same process as paying for something in a shop. The Mobilemerchant App is simple to install on your smartphone or tablet and this guide will help get you up and running as quickly as possible
In order to process live card transactions, you’ll need to arrange the following:
A smart mobile device  a. Android Smartphone OS 4.1.1 (or greater) b. iPhone/iPod OS 6.0 (or greater)
A merchant account with Elavon. To set up an account, visit us at www.elavon.co.uk or www.elavon.ie and select the Merchant Services tab.
Purchase a Datecs BluePad-50 PIN Pad from Elavon.
Download and configure the Mobilemerchant App from the App Store or Google Play™.
NOTE: Rooted/jailbroken devices are not supported as Elavon ensures the highest level of security when processing a transaction.
We are always on hand if you need to contact us. You might find it helpful to record the following information below when configuring the MobileMerchant App and if contacting Elavon Customer Services.
The Datecs BluePad-50 PIN Pad attaches wirelessly to all supported smartphones.
The Datecs BluePad-50 PIN Pad has its own internal battery, which needs to be charged before use. It can be charged from 3 sources:
When the charger is connected, the charging and power symbols will appear on the PIN Pad screen. The charging icon will disappear when fully charged. It can take up to 6 hours to go from zero battery life to fully charged. When connected to a USB port, the USB connection symbol will appear on the screen. The PIN Pad can be used while the battery is being charged, and the power connected icon, a small plug symbol, will flash on the LCD: A battery icon on the display shows the state of the battery.
NOTE: Never use any other charger than the one supplied with the PIN Pad to avoid any damage.
The following will guide you through pairing your PIN Pad, installing the MobileMerchant App and configuring the app to take payment.
The following will guide you through pairing your PIN Pad, installing the MobileMerchant App and configuring the app to take payment.
3.1.1 Pair the PIN Pad with the mobile device
Prior to installing the app, pair the PIN Pad with the mobile device. Pairing is the process of connecting your mobile device to your PIN Pad using Bluetooth communication.
If you have a visibility time-out on your device (indicated by a countdown being present on the Bluetooth screen) you will need to turn this off on your device in order to pair with the PIN Pad.
3.1.2 Pairing the Datecs BluePad-50 PIN Pad
1. Press the 1, 2, 3 buttons in succession to enter pairing mode.
2. Select the device name from your mobile device. The Datecs BluePad-50 PIN Pad will ask you to confirm that the passkey on the PIN Pad is the same as your mobile device. If they match, select OK. The Datecs BluePad-50 PIN Pad attaches wirelessly to all supported smartphones.
3. The PIN Pad will now be paired with the mobile device.
With the PIN Pad successfully paired, install the MobileMerchant App on the mobile device from either the App Store or Google Play™.
Simply go to the relevant app store on your mobile phone or tablet, search for “Elavon” and you should find the Elavon MobileMerchant App.
Prior to launching the app, ensure you have the following information available for first-time configuration.
This information will be given to you after setting up an Elavon merchant account:
NOTE: If for any reason the app set up is interrupted before completion (i.e. app is terminated), the set up process will start over from the beginning.
3.2.1 First time use
With the information listed in section 4.2, the following process will set up your MobileMerchant account. Taking a tour will show you all the nuances of the MobileMerchant App.
1. Launch the MobileMerchant App The first screen displayed is the First-time Use welcome screen. Select the Set Up Mobile Card Payments option and proceed as follows.
2. Create your secure PIN The security screen prompts for creation of a PIN code to lock and protect the app. Please consider the following requirements when selecting a PIN:
NOTE: Please remember the PIN code configured on this screen.
Upon completion press the Next button.
3. Select your PIN Pad If you have not already paired your PIN Pad to your mobile device, please do so now. See Section 3.1.2 Pairing the Datecs BluePad-50 PIN Pad for help. Once the PIN Pad has been paired, press the Confirm Pairing for Android or Test Connection for iPhone button on the screen. If successful, you will see the name of your PIN Pad appear in green on the screen. At this point, press the Next button.
If you have another PIN Pad paired to your mobile device, you may leave it as it is or choose to remove it from the device’s Bluetooth settings. During the app set up process, if multiple PIN Pads are found, you will be prompted to choose one for processing transactions.
4. Provide Terminal ID and Transaction Key For this section, you will need:
You will have received both of these pieces of information in your welcome email. Once they have been entered into the appropriate fields press Next. You will need internet connection during this part of the app set up.
5. Verify your business name
Your business name will be populated based on the information you provided to Elavon. Verify the name is as you wish it to appear on your receipts, press Next.
6. Provide your MobileMerchant Portal credentials
At this point, you will need the following information:
These are the same sign in details you use to log in to mobilemerchant.elavon.com. You will need internet connection during this part of the app set up.
Note: If you are a new customer and you have not yet enabled your MobileMerchant Portal (WebMIS) access by resetting the password online, or if you are an existing customer and have exceeded the 90-day password reset deadline, you will need to reset/change your password now.
Enter your MobileMerchant Portal username/email and MobileMerchant Portal password into the page and press the Next button. The mobile device will go online to verify the entered values. If all is successful, the mobile device will proceed to the next screen.
At this point, the app is successfully configured and ready to take payments. Press the Finish or OK button
There are a variety of options available to help you take mobile payments. At any point, press the Menu button in the top right, and select Settings to adjust the app settings. The following options may be configured. Note: these settings are optional and not required for use.
Enable Value Added Tax (VAT). The tax methodology is tax-inclusive pricing, so the tax rate is included with the sale.
Enable this feature to optionally allow for the entry of gratuity/tip amount to a transaction. Gratuity/tip amount can be configured in either a whole number or percentage amount.
Enable to optionally apply a discount amount on a transaction. The discount amount is applied to the order total. Additionally, the discount can be entered as a whole amount or percentage amount from the entry screen.
3.3.4 Elavon account settings
The Elavon account settings allow you to change the PIN Pad and MobileMerchant Portal sign in details. Note: This information can also be found in your welcome email.
Within the Security settings, you can change the User PIN and disable the screen lock inactivity setting.
3.3.6 Additional customisation
Enable app sounds.
3.3.7 Update PIN Pad
The update PIN Pad setting updates the configuration, downloading any updates that are available.
You should now have completed the set up of the MobileMerchant App and be ready to take your first card transaction.
4.1.1 Launching the app
In order to launch the MobileMerchant App on your smartphone, locate the app icon on your smartphone and tap on the icon. If you cannot find the app icon, you can search your device for the app name and tap on the MobileMerchant App when it appears in the search results. If you cannot find the MobileMerchant App on your device, please ensure that you have correctly downloaded it from the appropriate store (Google Play™ or the App Store).
When you first launch the MobileMerchant App on your mobile device, a set-up wizard (see Section 3.2.1 First time use) will display to ensure that the app has all necessary information to process credit card payments accurately and securely. If you have already completed the first-use set up, you will be directed to the MobileMerchant lock screen when you launch your app.
4.1.2 Lock Screen
The Mobilemerchant lock screen is a feature of the app to provide protection and security to you, our customer. By default, the app will lock after 10 minutes of inactivity, but this functionality can be disabled in the Security Settings within the app menu by toggling the Screen Lock switch on iOS or Auto Lock on Android.
When you are on the Lock Screen, use the on screen keyboard to enter the PIN that you created for your MobileMerchant App. If you have forgotten your PIN, use Forgot your PIN? link and reset it.
4.1.3 Change or reset PIN
If you would like to change your PIN, you can access this feature through the Security Settings within your app menu by tapping Change User PIN.
On the Change User PIN screen, supply your current PIN then enter the new one that you would like to use to unlock your app. Confirm the new PIN, and then, tap the Change User PIN button to complete the change.
If you have forgotten your PIN, you can reset it by tapping the Forgot Your PIN? link on the Lock Screen and providing your MobileMerchant Portal credentials as well as a new PIN on the screen provided.
If you need help using the MobileMerchant App go to the Support Menu for information or you can contact the MobileMerchant Support Centres – UK: 0845 600 1401 or IRE: 1850 812 134.
MobileMerchant support centres – UK: 0845 600 1401 or IRE: 1850 812 134.
Performing a sale
Enter item price, quantity, and description (optional) and press the shopping cart icon to enter it in your shopping cart. Repeat until all items have been entered.
Review sale – Discount and gratuity are activated
Take a cash payment
Take a contactless credit or debit card payment using the PIN Pad
Chip & PIN transaction
Chip & signature Transaction
Magnetic stripe and signature transaction
4.3.1 Refreshing past transactions
While you are viewing your transactions, you may wish to update the list by retrieving the latest information from the server. Android: Press the button on the top navigation bar. iPhone: Pull the transaction table down by dragging it with your finger. You should see an animated refresh icon, at which point you will release the table by lifting your finger off the device. The animated icon will continue spinning until the updated data has been retrieved.
4.3.2 Retrieving more results
Ten transactions are retrieved at a time in order to avoid retrieving more data than is necessary (if they occurred within the past 7 days). If more transactions are available then a Show More button will appear. Pressing the button will fetch the next ten transactions. When there are no more transactions to fetch, the Show More button will no longer appear. Android: The Show More button appears upon scrolling to the end of the list. iPhone: The Show More button will appear at the bottom of the screen, regardless of whether or not the list has been scrolled to the end.
4.3.3 Advanced search
The scope of the search can be narrowed so that particular transactions can be found more efficiently. The available criteria are:
The details of a transaction will appear when it is selected from the transaction list. Upon initially viewing a transaction, more details need to be retrieved from the server about that particular transaction such as the refundable amount. You may notice that the transaction details are updated very shortly after loading a transaction. If the transaction is refunded or voided then those actions will be available (see below).
The details include:
Depending on the status of a transaction, a sale might be refundable.
In addition to the MobileMerchant app and the PIN Pad that let you accept card payments from your customers in person, Elavon MobileMerchant includes an online portal, that offers you access to your credit and debit card transaction data (https://mobilemerchant.elavon.com/login.php). A more detailed user manual for the MobileMerchant Portal is available on our website and a link is also embedded in your MobileMerchant welcome email.
The primary function of the MobileMerchant Portal is to provide a detailed reporting interface that lets you search for any particular transaction or any group of transactions for a configurable date and time range.
5.2 Taking card payments remotely
In addition to the reporting interface, another key function that can be utilised (depending on your credit rating and preferences) is the Virtual Terminal (shown below). It lets you take card payments over the phone in situations where a customer may be ordering a product or service in advance, or may not be present to pay with their physical card using the PIN Pad.
If you have an Elavon MobileMerchant account, but do not have access to this part of the MobileMerchant Portal, please contact the support team to find out if your account can be updated to include this feature.
Connectivity issues. One of the most common reasons why transactions may fail in normal operating conditions is a lack of network connectivity. Mobile terminal solutions are designed to work anytime and anywhere and require the mobile phone or tablet that is being used with the PIN Pad to have network access at the time of each payment. This can be access to a mobile network or a Wi-Fi network; a lack of consistent network access will mean no payments can be processed.
Transaction history not available Another common error is when transaction history data is no longer available in the app. The most common reason for this is that the MobileMerchant Portal (WebMIS) password has expired and needs to be reset, or has been changed online and needs to be updated in the app.
Optimising the battery life of your terminal Mobile payment PIN Pads use batteries not only for portable/ mobile use, but also to help protect the PIN Pad from hackers and fraudsters by enabling regular security checks on the security keys that are embedded in the PIN Pad. It is therefore important to ensure that the PIN Pad is sufficiently charged at all times. A failure to keep the PIN Pad sufficiently charged can result in the security mechanism shutting the PIN Pad down (below a certain charge level, the security keys will be deleted, rendering the PIN Pad unusable, until reactivated by the manufacturer in a secure environment).
Charging symbol on the PIN Pad screen When the PIN Pad is switched on and plugged into a charger, the charging icon will appear on the screen of the PIN Pad. If the PIN Pad is not switched on, this icon will not appear on the screen, but the battery will still be charging while the PIN Pad is plugged in. If charge levels in the battery permit, the PIN Pad can be powered on to see the charging icon and charge status
Invalid BPK In cases where the battery charge has dropped below the required level referred to in section 6.2 above, the security keys will be deleted and the message Invalid BPK will be displayed on the screen of the PIN Pad. This message would also be displayed if the PIN Pad has been tampered with in any way as it is the standard security mechanism.
If this occurs, you will need to contact Elavon’s Support Team who will advise on how to obtain a replacement as the PIN Pad will not be able to process transactions.
If your Elavon account includes the use of the MobileMerchant Portal (WebMIS) for card-not-present transactions, you can still process payments remotely using this feature.
Keeping your password up-to-date Security is a key requirement where card payments are concerned. All providers of online interfaces such as the MobileMerchant Portal are required to enforce a password change every 90 days. All customers will therefore receive a password expiry reminder email in the run up to the end of each 90 day period. It is advisable to login to the MobileMerchant Portal to update your password as soon as the reminder email is received.
Once you have updated your MobileMerchant Portal (WebMIS) password online, you will also need to change the MobileMerchant Portal (formerly WebMIS) password in your MobileMerchant app in order to be able to access your transaction history view in the app:
Your till provider will need to carry out the development work required, with the full support of Elavon’s Smartlink Team all along the way. Once development is completed, our Smartlink Team will provide the developers with a test script, specific to the functionality they’ve developed to handle. On the successful completion of this test script, the development will be accredited and integration of till with your card terminal can now proceed, again with the full support of Elavon.
There are two Smartlink integration options available:
Elavon will provide your developers with a DLL library for Linux (Fedora and Ubuntu), and Windows Operating Systems. However any operating system, Android, iOS, etc. can be supported using a TLV development, which removes the need for the DLL library that we provide. Your developer may also choose to complete a TLV development on a Linux or Windows OS too.
Your developers can request our Smartlink developer pack from Elavon for review. This pack contains all documentation needed to complete a development. It also contains our Smartlink simulator and DLL library for Linux and Windows development. Our Smartlink team are available to answer any questions your developers may have while reviewing the pack.
Following review, if development is proceeding, Elavon will provide your team with a test device and test cards, along with full support and advice throughout the development phase. We will then provide a test script on completion of development to accredit the solution.
Your account manager will keep you updated on the progress along the way and Elavon’s Smartlink team can also provide an overview of integration to your staff if needed.
Any business accepting credit or debit card payments is required to comply with the Payment Card Industry Data Security Standards (PCI DSS). We aim to support our customers all along the way with achieving and maintaining PCI DSS compliance if they integrate a card machine to their till system.
No sensitive card data is passed from the card machine to your EPOS/till system, so compliance is easier. Should you wish to store tokenised card data however, then tokenisation can also be supported by your Smartlink development.
Point to Point Encryption (P2PE) is also supported by Smartlink, removing your network from the scope of PCI Compliance.
Additionally, your card machine automatically updates when new software and firmware versions are available, ensuring it’s fully compliant with latest mandates.
(Sole trader, or partnership with 3 or less partners)
(All other customers)
(Opayo gateway only)