Adding a New Process to an existing Merchant Account

  • This procedure covers the steps a unit will follow in order to add a new EPAY process where the revenue will flow to the same PTAO or to the same clearing project as the existing account does and the description in Elavon will be the same for the new process.
    • Example: The Elavon Description is UVA Physics Events
      The orders in EPAY are:
      • UVA Physics Events – Jamison Clinic
      • UVA Physics Events – Annual Meeting of PI’s
  • This procedure does not cover the steps a unit will follow if:
    a. the funds ARE REQUIRED TO flow to a different revenue string or;
    b. the fees ARE REQUIRED TO post to a different PTAO or;
    c. the description (DBA) on the existing Elavon merchant account does not identify the event. o
    • Example: The Elavon Description is UVA Physics Events
      The orders in EPay are:
      • UVA Physics Events – Jamison Clinic
      • And, the second order is sponsored by Physics Instructors International and is called: Explorations in Hydraulics.