After you set up the Membership Plans, we recommend performing a few tests to make sure your payment gateway is properly set up prior to launching your website. Please note it will be possible to refund your test purchases. 


Below are instructions on how to test the billing module: 


1. Temporarily edit the Membership Plan monthly price to $1. This is not necessary, however, is a good practice for test purchases using real credit cards. To do this please go to the admin and click on Finance >> Membership Plans. 

2. Select one of the Paid memberships and click on Edit

3. Then go to the Pricing Tab and change the amount of the monthly membership to $1. 

*Note: Do not select the "Admin Only" option for this test, because you will signup as a new member, not as an admin. This option will hide the payment information in the payment form. 

4. Save the Changes. 




5. To continue with this test you have 2 options: 

  • Go to your pricing page (yoursite.com/join) and click on the "Sign Up" button that is associated with your $1 test.
  • After you saved the changes, click on the "X" button on the right side and then click on: 




6. Both of them will redirect you to the payment form. 

Complete the form while making sure you've selected the $1 option.



7. If you scroll down you can add the credit card information. 

Please note, if you do not see a place to enter the credit card information it will most likely be because you've set that membership plan type as "free" rather than "Paid". To correct this mistake please go to step 3. 




Important Notes in this step: 


  • If you are using Stripe the look of the Enter Credit Information fields will change a little bit. Please see image above. 
  • If you are using PayPal Standard, PayFast. 2Checkout or any other external payment gateway, the credit card fields won't appear in this form after the member added his contact information, the system will redirect him to their website in order for them to pay. For example: If you set up PayPal Standard, they will be redirected to PayPal to create a PayPal account or login in their existing one to pay. 
  • If you are using PayPal Payments Pro, Authorize.net or any other internal payment gateway, this section will look like this: 


 


9. After you filled the form and clicked on "Create my listing", you should receive a "Congratulations" message like the one in the image below.

If you receive an error message please verify that you set up the Membership plan correctly.




10. The system will log in the member automatically into his account. 





From the Owner's Perspective 


After all the steps below were completed, a new profile will be created as "Active" in the member's section. 

Also, a transaction will appear in the "Transaction History" section in the Finance tab of your Admin area.





Sign Up Errors


If you would like to learn what happens when the payment fails during the signup process, please read this article: Attempted Sign Up - No Payment Collected

 



If you would like to learn more information about Membership plans please read the articles below: 


Setting up One Time Payments

Setting up Recurring Payments

Setting up Membership Plans