Once you have completed all your setup, you will need to test your plan.
We suggest firstly purchasing a Plan as a new customer
Things to check:
Payment Gateway processes payment
Account Created – you can check this in Operate
Agreement Created – you can check this in Operate
Invoice Generated – you can check this in Operate
Payment Posted – you can check this in Operate
Email Notifications all received
Then purchase a Plan as an existing customer
Things to check:
Payment Gateway processes payment
Agreement Created – you can check this in Operate
Invoice Generated – you can check this in Operate
Payment Posted – you can check this in Operate
Email Notifications all received
Make sure you preview all your Plans even if you do not make a purchase for all of them, to check all text, prices and other data displays as you intend it to.