Test Your Payment Processor
Naomi Sherman avatar
Written by Naomi Sherman
Updated over a week ago

After connecting your payment processor to your Releventful account, we recommend creating a small payment transaction within the system to test submitting a payment from an invoice and receiving it into your payment processor.

You can test a payment transaction by performing the following actions:

1. Create an invoice. You can do this under the Sara Smith test event in your account, another test event that you have created, or by using the "+" button in the left-hand navigation bar and selecting, "New Invoice."

2. Add a payment request of a small amount (e.g. $1). To do this, click on the payment tile from the quick-close invoice screen. Add a payment request by selecting "Add" in the upper right-hand corner and selecting "Add Payment" from the drop-down list.

3. Add a request for a small amount.

4. Return to the quick-close invoice screen and ensure the toggle is on for "Show Payments."

5. Select the "Preview" option in the upper right-hand corner of the page.

6. Click the blue payment button to enter the credit card information and submit the payment.

7. After the payment is submitted, log into the Stripe or Square payment portal to view the payment transaction.

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