Testing Your First Transaction Before Going Live

Why Test Before Going Live

• Confirms your payment provider API connection is active.

• Verifies funds can be processed and recorded in Momentum AMS.

• Checks that receipts and payment records are generated automatically.

• Prevents delays or errors during real customer transactions.

Steps to Test a Transaction

1. Confirm Your Payment Integration is Active

   • Ensure your payment provider has been connected in Agency Profile → Configure API.

   • Refer to the Integrating Momentum AMS with Payments for setup instructions.

2. Access a Test Record

   • Navigate to an insured record in Momentum AMS (this can be a real customer or a test account).

   • Go to the Documents → Invoices/Receipts section.

3. Create a Test Invoice

   • Click Add New.

   • Enter a small amount (e.g., $1.00) for testing purposes.

   • Click Add to save.

4. Process the Payment

   • Click Take Payment.

   • Complete the payment using a valid credit card or ACH account.

   • Tip: Contact your payment provider to see if they offer test credit card or ACH data for use in test mode.

5. Verify the Transaction

   • Check that the payment appears in Momentum AMS under Invoices/Receipts.

   • Confirm that a receipt was automatically generated and emailed (if enabled).

6. Check the Provider Portal

   • Log in to your payment provider’s portal.

   • Ensure the transaction appears in your account activity.

7. Refund or Void the Test Payment

   • If you used a real payment method, issue a refund or void the transaction through your payment provider.

Best Practices

• Always run at least one successful test transaction before accepting live payments.

• Train multiple staff members on the payment process to avoid single-user dependency.

• If any errors occur, contact Momentum AMS Support before processing additional payments.