Getting Started with Transactions
Running a Test Transaction
We are using Stripe in this example of a test transaction, but these same instructions apply if you use Braintree or Authorize.net. If you still need to set up your payment processor, check out our guide on configuring Braintree as well as setting up Authorize.net.
You will be placing a real order for this test, we have also included steps on how to refund this payment immediately afterwards. We cannot accept test credit cards or accounts for security purposes in vaulting credit cards. As long as you complete the refunding portion of your transaction, you will not be charged.
1. Ensure that Stripe is activated.
Go to your Payment Processor (Stripe, Braintree or Authorize.net) account and confirm that it is set to live. It can not be in test mode for processing this order.
Toggle to Live in Stripe.
2. Enter Keys.
From the ReCharge Dashboard, click on Settings (The Wrench Icon) in the top right and select General Settings. Ensure that both the secret and live keys have been entered in the fields pictured below.
Entering your Stripe Live Secret Key and Live Publishable Key.
Note: If you are using Authorize.net, please contact our support team so they can manually update this information.
3. Purchase your subscription.
Go to your store’s website and add a subscription for one of your products to your cart and complete the checkout process using a real credit card. In the steps ahead, you will be refunding this charge. If your store is password protected, you won't be able to access the ReCharge subscription checkout. You will have to temporarily disable your password, and then re-enable once you're finished this test. Check out our article on Storefront Passwords for more details.
Note: Make sure the checkout URL is either shopifysubscriptions.com OR checkout.rechargeapps.com. It should not be checkout.shopify.com.
4. View the new order in Shopify.
Subscription orders will be tagged with ‘Subscription’ when viewed in the Shopify order list.
Viewing new order in Shopify.
5. Refund your test order in ReCharge.
Navigate to the Orders menu within ReCharge and click the Subscription ID of the desired order.
*Ensure the currency is correct for your store.
Selecting your Order.
Then click on the ‘Refund charge’ button beneath the invoice seen below.
Refunding your Test Transaction.
Note: If you do not see your order show up in ReCharge, please contact us so we can review the integration.
6. Cancel your order.
After you have refunded your order, you can now cancel it by clicking on the Subscriptions menu on the left and then on ‘Cancel’ on the right. Check out our dedicated article for more information on Canceling a Subscription.
Note: When signing up you'll see the first notification email your customers will receive. This email will include information about how they can manage their subscriptions. To customize these emails, check out our section on Notifications.