Set Your Processing Service Provider in Elevate

Every registration that collects a credit card payment in Elevate needs a place to send that payment. The Processing Service Provider setting tells Elevate which merchant account to use. This article explains what a merchant account is, how to add one in Cadmium Payments, and how to select it in Elevate so your learners can pay.

If you are moving an existing account to Cadmium Payments, start with Moving to Cadmium Payments.

How merchant accounts work in Elevate

A merchant account is the account your organization holds with a payment processor, such as Stripe or Authorize.Net, to accept credit cards. Elevate does not store your processor credentials. Instead, the setup is split across two places:

• Cadmium Payments is where you add, edit, and remove merchant accounts. You enter your processor credentials here.
• Elevate is where you choose which of those merchant accounts to use. That choice is the Processing Service Provider.

You can add more than one merchant account in Cadmium Payments. Elevate uses the one you select as the Processing Service Provider.

Before you begin

Gather the following so setup goes smoothly:

• Administrator access to your Elevate account
• Your merchant account credentials from your payment processor
• A merchant admin for your organization, and that person’s PIN. Cadmium Payments uses the PIN to protect changes to merchant accounts. To learn how PINs and permissions work, read Access PIN Permissions in Cadmium Payments.

Step 1: Open Payment Settings

1. Log in to Elevate as an administrator.
2. Go to Settings > Site Setup > Payment Processors.

The page shows the Processing Service Provider field and a Configure Cadmium Payments button.

Step 2: Add or edit your merchant account in Cadmium Payments

Skip this step if your merchant account already appears in the Processing Service Provider list.

1. Click Configure Cadmium Payments. Cadmium Payments opens in a new browser tab, and you do not need a separate login.
2. In Cadmium Payments, add your merchant account and enter your processor credentials. Cadmium Payments supports Authorize.Net, BluePay, PayFlow Pro, Stripe, Cybersource, Braintree, and Cadmium Pay.
3. Save the merchant account and confirm it shows as active.
4. Close the Cadmium Payments tab and return to Elevate.

Step 3: Select your Processing Service Provider

1. On the Payment Settings page, open the Processing Service Provider dropdown.
2. Select the merchant account you want Elevate to use. The dropdown has a filter, so you can type part of the name to find it.

Step 4: Save your settings

1. Click Save Payment Settings.
2. Look for the message Payment settings successfully saved.

Registrants can now pay by credit card using the merchant account you selected. Place a test registration to confirm payments work as expected.

Allow check payments

The same page includes an Allow Check Payment option. When you enable it, registrants can choose to pay by check. Their orders stay pending, and they cannot access the products until an administrator marks the order as paid or approved on the Orders Pending Payment page under Orders. Click Save Payment Settings after you change this option.

Manage merchant accounts later

Add another merchant account. Click Configure Cadmium Payments, add the account in Cadmium Payments, then reload Payment Settings. The new account appears in the dropdown.

Switch merchant accounts. Select a different merchant account in the Processing Service Provider dropdown and click Save Payment Settings. New registrations use the new selection.

Edit credentials or remove a merchant account. Click Configure Cadmium Payments and make the change in Cadmium Payments. If you remove the merchant account that Elevate is using, select a different one and save.

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