Test setup of Recurring payments plugin
The Recurring Payments plugin automatically creates & sends renewal reminders to your members. When a new member joins using the Member Manager membership form, the Membership Renewal Date is automatically updated in the member’s Business listing. The member’s email is also automatically entered in the billing email field.
These fields are required for the Recurring Payments plugin to run correctly. If you are not using the Member Manager membership form, these fields will need to be manually updated when a member joins.
NOTE: The Recurring Payments plugin runs automatically on activation. It is always a good idea to test your setup before going live. Enable Pause Mode for testing. When Pause Mode is on, no renewal reminders will be auto-generated or sent.
Test your setup as follows:
- Go to Chamber Dashboard >> CD Settings >> Payments >> Recurring Payments.
- Enable Pause Mode and save changes.
- Select at least one test Business listings and enter a Membership Renewal Date (MRD) for this listing.
- Be sure to use an MRD that matches the notification time frame that you have selected on the settings page. For example, if you have notification set for 1 week, enter an MRD that is exactly one week from today.
- Make sure your test Business listing has a billing email.
- You can use your own email for testing, but it should be different than the admin email.
- Delete or mark ‘paid’ any outstanding or test invoices and/or orders.
- Go to Chamber Dashboard >> CD Settings >> Payments >> Recurring Payments and click on the ‘Run Test’ button.
- If using the Member Manager plugin, check to make sure an invoice was created and sent to the billing email.
- If using the WC Payments plugin, check to make sure an order was created and sent.
- NOTE: WordPress is notorious for not being great at delivering email. If your email notifications are slow or not sending at all, consider installing an SMTP plugin.
- Once you are finished with testing, be sure to disable Pause Mode!
NOTE: We make every effort to make sure our plugins work with all WordPress themes and plugins. However, there are thousands of themes and plugins available for WordPress and sometimes conflicts do occur. We strongly recommend testing the Chamber Dashboard plugins once your site is fully developed, and before going live.
PRODUCTION (LIVE) SITE
- Setup a clone (exact copy) of your site for testing.
- Put the Recurring Payments plugin into pause mode so no invoices are accidentally sent to any members.
- Next install a plugin to disable emails, like this one: https://wordpress.org/plugins/disable-emails/ – This will prevent any emails from being sent from your testing site so you don’t accidentally sent invoices to members during testing.
- Then install an email log plugin, like this one: https://wordpress.org/plugins/email-log/ – This will keep track of emails that the site would have sent, if you didn’t have them disabled.
- Now you can test Recurring Payments as follows:
- Create a test Business
- Set the Membership Renewal Date to one week from today
- Enter a billing email
- Go to CD Settings >> Payments >> Recurring Payments – set the notification time frame to one week.
- Save your changes, then use the Recurring Payments test button
This should create a new invoice/order and ‘send’ an email to the billing email with a link to the invoice/order.