Testing your payment gateway connection
In this video, you'll learn:
- How to initiate a payment gateway integration and where to get support for setup.
- Performing a test move-in to verify the payment gateway connection.
- Adding billing information and processing a test payment.
- Reviewing the payment confirmation and cross-referencing it with your payment processor.
- Completing the test move-in and restoring the unit to a vacant state.
By the end of this video, you'll know how to test your payment gateway connection in Storeganise to ensure seamless transactions for your customers.
Next up in this module: Setting up automated payment reminders.
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View the transcript
This video will guide you through testing your payment processor integration.To begin, you'll need to integrate a payment gateway. Please contact the Storeganise support team at "support at Storeganise dot com" for instructions specific to the payment processor you plan to use.
Once the integration is complete, you can test the connection by performing a move-in.
Start by navigating to a vacant unit at your facility. Select the vacant unit, then click "Schedule move-in."
Next, you'll either choose an existing customer or add a new one.
For this test, you can use your own Storeganise manager account.
In the "Billing info" section, you'll be prompted to add a card for payment. Enter the card details that will be used for this charge.
Then, set a move-in date.
You can also adjust the "Deposit" and "Price" for the rental. Set these amounts to something you're comfortable charging to the card. In this example, we'll set both to one dollar.
Finally, click "Schedule move-in" to create the move-in job. Depending on your site's automation settings, the following steps may or may not be automated. We'll cover each step manually.
Click "Continue" to generate the invoice. Then, navigate to the invoice screen by clicking on the invoice’s ID.
Here, you'll see a "Charge customer" button. Clicking this will process the invoice using the customer's payment method on file.
Once the payment is processed, a confirmation ID will appear in the "Payment" section, and an entry will be added to the invoice's "History" section. You can log in to your payment processor and cross-reference the ID from Storeganise with the transaction in your payment processor. If the transaction is successful, return to the move-in job and complete the final step. Don't forget to move yourself out of the unit and restore it to its vacant state.