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 CentreCharge or Operate 
  • Agreement Created – you can check this in CentreCharge
  • Invoice Generated – you can check this in CentreCharge
  • Payment Posted – you can check this in CentreCharge
  • 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 CentreCharge
  • Invoice Generated – you can check this in CentreCharge
  • Payment Posted – you can check this in CentreCharge
  • 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.

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