Introduction
After configuring payment providers in the system we recommend running tests to verify each type of transaction.
- This article provides information on how to make different types of test transactions.
- This article will be helpful to PG Champion, Administrator, Club Owner or the team engaged in the payment provider's configuration.
Before you start
- Make sure that your payment plans' payments methods are configured according to the payments available by provider.
For example, for Direct Debit (GoCardless) payments, the "Direct debit" payment method must be checked in the payment methods of the payment plan. For Online payments (Stripe, Sepa, Moneris, Straal, PaU India, Adyen, EzyPay, IntegraPay, HyperPay, etc), the "Paid at the reception" payment method must be selected. For recurring payments (Stripe, EzyPay, Adyen, HyperPay, etc), the "Credit card" must be selected for each payment plan. Remember that even if the payment provider supports several payment methods, but the provider is configured only for one, then only the corresponding one must be checked. For example, HyperPay supports recurring and online payment methods. If the HyperPay is configured only for Online payments by PerfectGym, then the Credit card must be UNCHECKED for the payment plan.
Instruction
Remember that if there are multiple merchants per club configured for the payment provider, the steps below must be done for each club and each merchant.
Verification of Payments during registration in Client Portal
1. Go to the Client Portal
2. Perform registration steps until payments tab appear
3. Perform a test payment for each type of transaction presented.
In the case of HyperPay both Credit Card and Online payments must transfer to HyperPay checkout page which must include all requested payments, such as MADA, VISA or MASTERCARD.
Verification of payments for products in Client Portal
1. Log into Client Portal.
2. Navigate to Shop.
3. Select product.
4. Click on the Add to cart button.
5. Click on the Open shopping cart button.
6. Click on the Go to payment button.
Make sure that all payment methods requested for the payment provider are presented. For example, if you requested both credit card and online payment methods, make sure both the both Debit/Credit card and Online payment methods are presented.
7. Perform payments for each type of transactions.
Verification of Credit Card registration in Client Portal
Supported by Credit Card payment providers only.
1. Log into Client Portal.
2. Navigate to Account -> Payment settings.
3. Click on the Add new payment method button.
4. Select Debit/Credit card.
5. Click Next.
6. Provide the card data.
Make sure that card is presented in Saved payment methods.
Verification of Credit card registration in PGM
Supported by Credit Card payment providers only.
1. Navigate to the PGM-> Clients -> Club members.
2. Select the member from the members list and open their profile.
3. Navigate to Data -> Payment sources.
4. Click on the Add new bank card.
5. Verify both options:
- Assigning card in PGM
- Assigning card with payment link sent to email
Verification of Recurring payments
Before starting testing create a test member which has the debt for a contract payment.
The below steps must be performed for each club
1. Go to the PGM-> Payment cards
2. Select the Payment provider and the Club to which the test member is assigned
3. Click on the Generate.
4. Click on the Bookings tab
5. Click on Exclude next to the booking generated by you
6. Select Leave only this members (exclude members not on list), provide the number of a test user in the list, and click on Continue
7. Click on continue on Exclude confirmation screen
8. Click on the green circle button under Approval
9. Click on OK button in the notification appeared
10. Type the approval and click on Continue
11. Check in the Results tab if the Status is green
Verification of Direct debit payments
Please contact PefectGym with request to assist with testing