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Navigate to your payment plan product page and ensure the Payment Schedule modal appears.
This ensures that your dates in the payment plan plug in are correct.
If you find inaccuracies, review the Payment Schedule in the payment plan configuration under Aspenware Commerce.
Open the modal to verify that the dates and prices, including tax amounts, are correct.
If correction is needed, review the Payment Schedule and the Product Assignment in the payment plan configuration.
Before purchasing, create a 100% discount for testing purposes. For instructions on creating a 100% discount see Discounts on the Customer Hub.
Add a payment plan to your cart and apply the 100% discount.
Complete the checkout process and confirm that the following all appear as you need them to. Refer to the configuration guides in the HUB for any missing components):
Requires Assignment
Media Reload
Prompts, if applicable
Waivers
Resort Charge, if applicable
Payment page:
Optional Conditional Content Wrappers can be used to explain that the card entered will be the one on file for all recurring charges until updated in My Account after the purchase is complete.
For testing purposes, the product will be $0, and no credit card will be on file. This will cause the first payment to fail as a test to see what the guest sees when their card is declined.
Once the order is complete, navigate to My Account > Payment Plans and ensure that the new enrollment is visablevisible. This confirms that the enrollment was created successfully.
If the payment plan tab isn’t visible, go directly to /paymentplans/customerpaymentplans
Or update the customersettings.hidepaymentplansstab setting to False to show the tab in My Account.
Review the order, product, prices, taxes, access, media, waivers, etc. in RTP. Make product config changes as needed.
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Test that the customer will receive an email if their recurring payment fails.
CONTACT Contact your AW Aspenware Representative and ask them to update the next payment plan payment date to today’s date in the database and remove the card on file to trigger the failure.
This step allows you to keep your dates and pricing aligned with your business, but test the first payment.
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This will trigger a failed email for the template Customer.FailedPaymentPlanPayment. Review the email and make any adjustments necessary in the Message Template (Admin > MessageTemplate >List)
Check the link back to My Account from the email. You may need to update the source code in the message template if the link does not direct you to the payment plan tab in My Account. For instructions on updating the source code, see Update Email Template Content.
You may also consider checking RTP to verify that hotlisting works. For more information about hotlisting, see Payment Plan Configuration: Managing Enrollments.
Update Credit Card in My Account
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Wait 1-2 minutes after you update the credit card.
Click View the Payment Schedule on the My Account Payment Plans tab to see if the first payment was updated successfully to “Paid.”
If the reprocess isn’t triggered, reach out to your Aspenware Service Agent Representative and they will review the status in the database.
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If the reprocess above is successful, the guest you should receive an email confirmation. Verify that this email was sent.
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When a scheduled payment is processed, a new order is created under the customer’s account in Aspenware, but in . In RTP, it comes in as a transaction ID with attached to RTP OrderID of the initial enrollment order ID attached.
Review the charge product transaction and adjust as needed.
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Repeat any of the above steps if necessary, but if all pass, then . If everything passes, your payment plan product is good to launch and you’ll need . If you tested in production, please remember to cancel your test enrollment, if necessary.
To cancel your test enrollment review the documentation for Manage Payment Plan Enrollments to mark your enrollment as cancelled.
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