We are using Stripe in this example of a test transaction, but these same instructions apply for all payment processors. If you still need to set up your payment processor, check out our guides on configuring Braintree as well as setting up Stripe and Authorize.net.
You will be placing a real order for this test, we have also included steps on how to refund this payment immediately afterward. We cannot accept test credit cards or accounts for security purposes in vaulting credit cards.
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Before you begin
Many payment processors do not currently refund transaction fees for test or real orders - running a test transaction through Stripe will result in a fee of 2.9% + $0.30 to Stripe. It is a good idea to double-check with your selected payment processor before running test transactions to determine whether they will refund your test transaction fee or not.
As long as you complete the refunding portion of your transaction, you will not be charged, except for the payment processor's transaction fee, as mentioned in the note above. Before following the steps below, ensure your payment processor is activated and set up with the appropriate keys.
Step 1 - Create an order
Go to your storefront, add a subscription for one of your products to your cart and complete the checkout process using a real credit card.
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: 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.
Step 2 - View the new order in Shopify
Navigate to your Shopify orders section to confirm the order was placed and that it was submitted by ReCharge app. Subscription orders will be tagged with Subscription when viewed in the Shopify order list.
Step 3 - Refund your test order in ReCharge
Navigate to the Orders menu within ReCharge and click the Address ID of the desired order.
Next, click on the successful charge to expand it, enter the amount to be refunded and click Refund items.
If you do not see your order show up in ReCharge, please contact the Support team and we can review the code installation.
Step 4 - Cancel your order
After you have refunded your order, cancel it by clicking on the Subscriptions sub-menu on the left.
Next to the subscription, click Actions to the right of the subscription product and select Cancel. Follow the prompts to complete the cancelation. Check out our dedicated article for more information on Canceling a Subscription.