Module: Payment Data

Path: Campaigns > Payment Data > Payment Proc Accounts

Topic: How To: Test Payment Gateway

Version(s): 5.1 and up

Editions: All

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How To: Test Payment Gateway

Some of the most important testing you will do in your system is testing changes to your payment gateway or testing a new payment gateway. This article will walk you through basic steps for testing your payment gateway. Please keep in mind that you may have specific test scenario's that are not covered in the following steps. Discuss with a programmer if you have questions or concerns for any special testing needed for your situation.

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Prerequisite:

Setup demo/sandbox account for payment gateway. 

1. Setup payment processing account on OLX
   
1. Use Username and Password from demo/sandbox account
   
2. Make sure Environment ID = Test
   
3. 
   
2. Double check Script being used to make sure the Payment Processor being tested is enabled under the Payment Tab
   
3. Make note of the different Payment methods allowed on the script
   
1. add any new payment methods if needed

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Test:

Pre-Auth

Objective: Obtain a valid pre-authorization

1. Enter test orders using the different payment methods (noted in Prerequisite step 3) to be tested (ex: Visa, Discover, Master, American Express, Telecheck, Check, Invoice, COD, Money Order, and/or Gift card)
   
2. You should receive a pop-up letting you know transaction is approved
   
3. Complete order
   
4. Navigate to gateway
   
1. find transaction
   
1. Authorize.net
   
1. Invoice Number = OLX Web Order Number
2. Trans ID = OLX Authorization Code
   
2. Braintree
   
1. ID = OLX Authorization Code first parameter only
   
2. Processor Authorization Code = OLX Authorization Code second parameter only
3. NMI
   
1. ID = OLX Authorization Code
2. Additional Information Order ID = OLX Web Order Number
   
4. Stripe
   
1. Payment ID = OLX Authorization Code
   
2. Customer = OLX customer email
5. Tokens typically follow the format below:
   
1. Customer Vault ID, Billing ID, cc last4
2. confirm amount
   
3. confirm any custom data points
   

Settle

Objective: Settle a pre-auth

IF item is being held for review you will have to complete CS Event before you can move forward

Many gateways only capture once a day. Will have to check back the next day to verify against payment gateway

1. Processing > Payment Processing > Create Sales tile
   
1. Client = client used on order
   
2. Account = Payment Process Account being tested
   
3. Override Constraints - may need to be checked if testing a new gateway
4. Mode = Settle Only
   
5. Click Load
   
6. Select the Product Group to create batch for
7. Click Create Batch
8. 
   
2. Processing > Payment Processing 
1. Select batch created in previous step
   
2. Click on Process Batch and wait for job to run
   
3. You should see Job ran successfully and results of successful job
   
4. 
3. Navigate to gateway
   
1. find transaction
   
1. Authorize.net
   
1. Invoice Number = OLX Web Order Number
2. Trans ID = OLX Authorization Code
   
2. Braintree
   
1. ID = OLX Authorization Code first parameter only
   
2. Processor Authorization Code = OLX Authorization Code second parameter only
3. NMI
   
1. ID = OLX Authorization Code
2. Additional Information Order ID = OLX Web Order Number
   
4. Stripe
   
1. Payment ID = OLX Authorization Code
   
2. Customer = OLX customer email
5. Tokens typically follow the format below:
   
1. Customer Vault ID, Billing ID, cc last4
2. confirm amount
   
3. confirm any custom data points

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Auth & Settle

Objectives: Authorize & Settle a transaction

1. If needed, add another item to order and get into Item Pay Ready status
   
2. Select Process from CS actions above the line items
   
3. Once the CSR_SinglePaymentPopup is displayed
1. Set Mode to Sale
   
2. Select the Payment Processing Account you are testing
1. if line item does not display you may need to check Override Acct/Campaign/Product Group constraints
3. Select the item you just put into Item Pay Ready status
   
4. Click on Process Payment
   
5. This is going to Auth & Settle that specific line item
   
1. 
   
4. Navigate to gateway
   
1. find transaction
   
1. Authorize.net
   
1. Invoice Number = OLX Web Order Number
2. Trans ID = OLX Authorization Code
   
2. Braintree
   
1. ID = OLX Authorization Code first parameter only
   
2. Processor Authorization Code = OLX Authorization Code second parameter only
3. NMI
   
1. ID = OLX Authorization Code
2. Additional Information Order ID = OLX Web Order Number
   
4. Stripe
   
1. Payment ID = OLX Authorization Code
   
2. Customer = OLX customer email
5. Tokens typically follow the format below:
   
1. Customer Vault ID, Billing ID, cc last4
2. confirm amount
   
3. confirm any custom data points

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Void

Objective: Void authorization on gateway

Void removes the pending transaction from the credit card account. Cancel sets the transaction to inactive within OrderLogix. Cancel should only be used if the authorization has already been captured against on another line item or authorization has expired.

1. Find item that has only been pre-auth'd
   
2. Click on Item Status in order to bring up the Transaction Details popup
   
3. Click on Void
   
1. 
4. Void Authorization popup will display - click Void Auth
   
1. Would you like to void this authorization, cancel this authorization, or exit without performing any action?
   
2. 
3. 
5. Navigate to gateway
   
1. find transaction
   
1. Authorize.net
   
1. Invoice Number = OLX Web Order Number
2. Trans ID = OLX Authorization Code
   
2. Braintree
   
1. ID = OLX Authorization Code first parameter only
   
2. Processor Authorization Code = OLX Authorization Code second parameter only
3. NMI
   
1. ID = OLX Authorization Code
2. Additional Information Order ID = OLX Web Order Number
   
4. Stripe
   
1. Payment ID = OLX Authorization Code
   
2. Customer = OLX customer email
5. Tokens typically follow the format below:
   
1. Customer Vault ID, Billing ID, cc last4
2. confirm status
   
3. confirm any custom data points

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Refund

Objective: Return money back to customer

Refunds performed within 24 hours of capture will VOID the full transaction. Refunds performed after 24 hours of capture will allow transaction to capture THEN refund value being returned to customer. Partial refunds cannot be performed within 24 hours of payment capture. You must wait until the next day.

1. Navigate to paid order that used same gateway account you are testing
   
2. Click on Refund action button above line items
   
1. Select Refund Type
   
1. RMA - product is being returned
   
2. Credit - product is not being returned
   
1. set Process with = Same as Debit Account
2. Select line item under Process column
   
3. Set value in following columns for each selected line item:
   
1. QTY
   
2. Price
   
3. S&H
   
4. Tax
   
4. Select reason
   
5. Click Save
   
1. 
6. Line item will create in red
   
1. 
   
3. Click on Process action button above line items
   
1. Select line in red
   
2. Set mode = Sale
   
3. Set Pay Proc Acct = account you are testing
   
4. click on Process Payment
   
1. 
   
4. Navigate to gateway
   
1. find transaction
   
1. Authorize.net
   
1. Invoice Number = OLX Web Order Number
2. Trans ID = OLX Authorization Code
   
2. Braintree
   
1. ID = OLX Authorization Code first parameter only
   
2. Processor Authorization Code = OLX Authorization Code second parameter only
3. NMI
   
1. ID = OLX Authorization Code
2. Additional Information Order ID = OLX Web Order Number
   
4. Stripe
   
1. Payment ID = OLX Authorization Code
   
2. Customer = OLX customer email
5. Tokens typically follow the format below:
   
1. Customer Vault ID, Billing ID, cc last4
2. confirm status
   
3. confirm any custom data points