Shopify Payments is Shopify's in-house payment processor. This article explains how to perform a test transaction when using Shopify Payments. To complete a full test transaction you will create the order, review the order, cancel the subscription, and refund the order. We recommend going through the process at least once to ensure everything is working as expected.

Before you begin

Make sure to set Shopify Payments to Test Mode, see Shopify's guide Testing Shopify Payments for more information.

Step 1 - Create an order

Go to your storefront, add a subscription for one of your products or membership to your cart and complete the checkout process using a test credit card.

When signing up you will receive two notification emails.

• Order confirmation email - This comes from and can be customized in Shopify. For more information, visit Shopify’s guide on customizing notification templates.
• Subscription activation email - This comes from and is customized in Recharge. The emails contain a manage subscription magic link that will automatically bring customers to their customer portal.

Step 2 - View the new order in Shopify

Navigate to your Shopify orders section to confirm the order was successful. Subscription orders should show View subscription on the subscription product.

Step 3 - Cancel the subscription

After you have verified the order processed correctly, you need to cancel the subscription to stop it from running again.

1. Click Customers and select Customers from the dropdown in the merchant portal. Search and select the customer. 
2. In the customer profile, click the kabob menu next to the subscription you would like to cancel and select Cancel subscription. 
   
   
3. You will be prompted to select the cancellation reason. Click the reason and then click Cancel my subscription.

Step 4 - Refund the order if applicable

Orders processed in test mode do not need to be refunded. If you are not using test mode on Shopify Payments, refund the order by following the refund guide.