Testing Payment Plans

Creating a payment plan product involves configuring several components. We recommend thoroughly testing your new payment plan product to ensure that it is configured correctly and that subsequent payments are processed correctly. These instructions will guide you through testing all relevant features.

Confirm Successful Enrollment

First, you must ensure that guests can successfully enroll in the payment plan and that subsequent payments will be processed correctly. Follow the steps below to test:

1. 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.

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2. Open the modal to verify that the dates and prices, including tax amounts, are correct.

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   • If correction is needed, review the Payment Schedule and the Product Assignment in the payment plan configuration.
     
     

3. 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.

4. Once the order is complete, navigate to My Account > Payment Plans and ensure that the new enrollment is visible. 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.
     
     

Verify Failed Payment Plan Email Delivery

Test that the customer will receive an email if their recurring payment fails.

1. Contact your 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.

   • 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)

2. 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.

3. 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

Verify that the guest can successfully update their credit card on file which is used for the recurring payment plan payments.

1. Go to My Account > Payment Plans and click the checkbox for your enrollment and click Update Credit Card.
   
   

2. Update the credit card. If you’re in your test site, use a sandbox card valid for your payment gateway (4111 1111 1111 1111 typically works for all).

Confirm Auto Retry After Credit Card Update

Verify that the payment was successfully reprocessed after the credit card was updated.

1. Wait 1-2 minutes after you update the credit card.

2. Click View the Payment Schedule on the My Account Payment Plans tab to see if the first payment was updated successfully to “Paid.”
   
   

3. If the reprocess isn’t triggered, reach out to your Aspenware Representative and they will review the status in the database.

Verify Confirmation Email Delivery

If the reprocess above is successful, you should receive an email confirmation. Verify that this email was sent.

1. Review the email content carefully.

2. If changes are needed to the email template, edit the email confirmation for the Charge Product PDP.

Check RTP

Verify that the scheduled payment is processed correctly in RTP.

1. When a scheduled payment is processed, a new order is created under the customer’s account in Aspenware. In RTP, it comes in as a transaction ID attached to RTP OrderID of the initial enrollment order.

2. Review the charge product transaction and adjust as needed.

Manage Your Test Enrollment

Repeat any of the above steps if necessary. If everything passes, your payment plan product is good to launch. If you tested in production, please remember to cancel your test enrollment.

To cancel your test enrollment review the documentation for Manage Payment Plan Enrollments to mark your enrollment as cancelled.

Additional Resources

Click here for the training video for payment plan configuration and FAQs.