How to Run a Test Payment

When your billing goes live, the first thing you want to do is run a test payment. Verify in your business checking account that you received the amount for the test payment (you should see the funds within two to three business days).

Errors in the billing set up, processing, and deposits are rare. However, your money is important! The best practice is to run a test payment to verify that everything works correctly before you start charging students. If you encounter an error or do not receive the deposit, please contact your Onboarding Specialist (or support@kicksite.net). If needed, Kicksite can assist with contacting your merchant billing provider.

 

How to run a test payment

To run a test payment, you will need to create a one-time charge or an invoice for a small amount, enter card information, and pay. You will also want to verify that the payment deposited into your business account (this may take a few days). After verifying that the payment processed and deposited successfully, you can refund the payment.

1. Recommended: Create a test prospect; on the left panel, click Add New Profile in the left panel. Click Prospect, type a name (such as “Test Prospect”) in the Name field, and click Add New.

2. Go to the test prospect’s profile, and on the Finance module, click Add New+ and select One-Time Charge. (If you’d like to fill out an invoice instead, click here for instructions on creating an invoice.)

3. Leave the Date of the One-Time Charge at the default (today’s date).

4. Select an option from Revenue Stream. (Uncategorized is the best option for a test payment.)

5. In Amount, enter a small fee, such as 1.00.

6. For a test payment, you can leave the Tax toggle off.

7. (Optional) You can add a note to the one-time charge by typing the information in the Description field. (Perhaps type Test payment or similar, so you know this is to test payment processing.)

8. Click the Pay Now button.

9. Make sure the Payment Method drop-down list and shows Credit Card. There should be a small plug icon beside the drop-down list (this indicates that the payment will be charged and processed through your merchant provider).

10. Type the card information: Enter the card number, the expiration date, the CVV, and Zip code. (The image above shows fake card information; remember that for a test payment, you will need to use a real credit or debit card.)

11. If you do not want to save the card information, deselect the Save for Later check box.

12. Click the Pay Now button.

Check your business account in a few days to make sure the amount you charged on the test invoice is deposited.