How to do a Test Transaction

Learn how to connect your Occasion Workspace to a payment gateway, process test transactions, and handle refunds.

In this article, you will cover:

• Payment Gateway Connection
• Processing Test Transactions
• Issuing Refunds

Payment Gateway Connection

Before you can accept online payments, you'll need to connect your Occasion Workspace to a payment gateway.

Getting Started

1. Review supported gateways: Square and Stripe
2. Gather login credentials
3. Follow setup instructions - Learn how to set up your Payment Gateway here.

Processing Test Transactions

Once your payment gateway is connected, it's crucial to test the system before going live with real customers.

Why test transactions matter:

• Verify your payment gateway integration is working correctly
• Familiarize yourself with the transaction and refund process
• Ensure customer experience is smooth from booking to payment

How to run a test transaction:

Step 1: Create a Test Booking

Important: Your listing must have a pricing question with a value of exactly $2.00* for the test transaction to work properly

1. Navigate to one of your events or classes
2. Complete the booking process as a customer would
3. Use your own information for testing purposes

Step 2: Process Payment

1. At checkout, use a real credit card (you'll refund this shortly)
2. Test amount: The system will charge$2.00 for testing
3. Complete the transaction
4. Verify you receive confirmation emails and booking details

Step 3: Confirm Success

1. Check that the booking appears in your system
2. Verify the customer is added to the class roster
3. Confirm payment was processed successfully

Issuing Refunds

After completing your test transaction, you'll need to cancel the order and issue a refund. This process also applies to real customer refunds.

Step 1: Access the Order

1. Click "Reports" in the floating sidebar menu
2. Select the "Orders" tile
3. Locate your test transaction in the orders list
4. Click "Edit Order" for the transaction you want to refund

Step 2: Cancel the Order

1. Scroll down to the "Transactions" section
2. Click "Cancel Order"

This action will:

• Cancel the order in your system
• Remove the person from the class roster

Step 3: Process the Refund

1. After canceling, click "Issue Refund"
2. Choose refund method selected from the dropdown options:
   1. Credit card
   2. Account credit
3. Enter refund amount:
   1. For test transactions: Enter$2.00
   2. For real refunds: Enter the appropriate amount
4. Click "Finalize" to complete the refund
5. Transaction status updates in your system