Credit Card Test Transaction

This article will show you how to run a credit card transaction in Process Automation and Digital Services and get a refund using the CivicPlus Payments Portal.

Important Notes

• Prior to testing a credit card transaction, you will need to ensure a payment solution has been configured within your account. If you are interested in using CivicPlus Payments, contact your Customer Success Manager to get started.

• We recommend using a low dollar amount when running the transaction. You will then be able to refund the amount in the Payments Portal.

Instructions

1. Install card readers and any necessary devices (if applicable)

   Note:

   See the External Processor Payment Devices Overview and CivicPlus Payments Terminals and Devices articles for more information.

2. Log in to your site

3. Build a Form that Accepts Payments
   

4. Add a Payment Event to the Form
   

5. Fill out and submit the applicable form

6. Enter your credit card payment information to process the test transaction
   

   Note:

   The payment screen may differ depending on the payment provider you are using.

7. View your Receipt
   

8. The next day, refund the transaction with your payment provider

   Note:

   Learn how to refund with CivicPlus Payments.