This guide uses Stripe in this example of a test transaction, but these same instructions apply for all payment processors.
You will be placing a real order for this test, the guide also includes steps on how to refund this payment immediately afterward. Test credit cards and accounts cannot be accepted for security purposes in vaulting credit cards.
- Recharge Checkout on BigCommerce
- Recharge Checkout on Shopify
Merchants using the Shopify Checkout Integration should follow the Running a test transaction on Shopify Checkout Integration guide.
Before you start
Many payment processors do not 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 transaction fees by Recharge.
Before following the steps below, ensure your payment processor is activated and set up with the appropriate keys.
Step 1 - Create an order
On 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. To proceed, temporarily disable your password and then re-enable once you're finished this test.
Note: After completing checkout, you'll receive the first notification email your customers receive. This email will include information about how they can manage their subscriptions. To customize these emails, review the Notifications guide.
Step 2 - View the new order
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.
Navigate to your BigCommerce orders section to confirm the order was placed and that it was submitted by the Orders API.
Step 3 - Refund your test order in Recharge
- In the Recharge Dashboard, click Orders and select the Address ID to open the customer's profile.
- Click on the successful charge to expand it, enter the amount to be refunded and click Refund.
If you do not see your order in Recharge, contact Recharge Support for further assistance.
Step 4 - Cancel your order
After you have refunded your order, cancel the subscription to prevent further renewals. Review Canceling a Subscription for more information on this process.
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