Test Checkout Flow: Making a Test Transaction (February 2025 Stripe Integration Update)

About This Feature

Admins can test the member payment experience by setting up a test user and using one of their existing paid Products or Membership Plans.

To simulate a payment without an actual charge, admins can create a 100% discount coupon and apply it during checkout.

 

How to Test the Checkout Flow

Step 1: Create a Coupon

  1. In your Stripe Dashboard, go to Products > Coupons 
  2. Click +New
  3. In the Create a coupon dialog, fill out the information & set the coupon to 100% of the price. 
  4. Click Create coupon.
  5. Copy the coupon code to your clipboard for later use.

Step 2: Test the payment flow as a member

  1. Create a Test Member and switch to that Test Member 
  2. Navigate to a Product or Membership Plan Registration page
  3. Register as a Test Member
  4. Review the Product or Membership Plan on the Summary page and proceed to Checkout.
  5. From the checkout page:
        1. Enter your payment information
        2. Apply the coupon code from earlier. The total due amount should now be updated based on the coupon discount
  6. Complete the payment 

As an admin, you can view this transaction in Admin Area > Products > Transactions. Stripe will send a payment confirmation email, even to Test Members.

How to View Billing History as a Member

View and manage your Test Member’s subscription and billing information by switching to the Test Member’s account and navigating to the Stripe member billing portal. 

  1. Click on the Test Member’s avatar in the bottom left
  2. Go to My Profile > Account > Billing Portal
  3. This will navigate to a Stripe page

To learn more about subscriptions, please refer to the following articles:

Payments - The Member Experience

How Members Find & Purchase A Membership Plan

How to View Member Subscriptions as an Admin

As an admin within Disco, you can view and manage your members' subscriptions and transactions in Admin > Memberships > Membership Details.

Important Considerations

  • A credit card is still required to test the checkout flow; however, using a 100% coupon will not result in any charges to the credit card.

FAQs

Q: Do test transactions impact financial reports? 

A: Test transactions will show in reports, but since they generate $0 in revenue, they will not impact your metrics.