The test account is in a completely separate technical environment, which means that when you're ready to start using Octany for real, you'll need to create a new account.
Create an account for the test environment
Contact [email protected] to have a test account created for you.
Activate payment methods
Go to Admin
Go to Settings
Then go to Payment methods
Activate payment methods for testing
This activates all payment methods for test payments 🎉
The next step is to create your products.
Create products
Go to Products
Create new product
Choose which type of product you want to create
Here we choose to create a new product for monthly donors
The product is pre-filled with default values. Here you can change all fields and rename and reprice the product
Adding products to your website
Choose the product you want to add, click the three dots, and then Add to website
This opens the view where you can copy the code, which you then paste onto your website
Making test payments
You don't need to add Octany to a website to make test payments - instead we can take advantage of Octany's donation links.
Here you choose the product you want to test, click the three dots, and then "Donation link"
This opens Octany's widget in a standalone flow where you can make payments
After choosing an amount and a payment method, our modal appears for the rest of the donation flow.
The company name has been blurred out in these example images
Fill in name and email address and accept the terms.
Since the test account sends real emails (just like a real Octany account), it's important that you provide an email address you have access to.
A tip is to use your own email address, or if you want to test with multiple transactions, you can add + and something before the @ in your email address to create variants of your email address that still arrive in your inbox.
For example: [email protected]
Payments with Card
Test card number:
4242 4242 4242 4242
Expiry: 04/42
CVC: 424
Payments with Direct Debit
Click Choose bank
Choose any bank.
Here we've already entered a personal identity number in the test account, which lets us retrieve the test person's bank accounts. In this case there's only one, but normally there are several accounts your donors can choose from.
Click Continue.
Wait a few seconds - it will be automatically approved without Mobile BankID.
Normally the donor would need to sign with Mobile BankID here, but since we're in the test environment we just wait a few seconds instead.
Payments with Swish
Wait a few seconds and it will automatically go through.
Normally the donor would need to open Swish on their phone here, but since we're in the test environment we just wait a few seconds instead.
Payments with Invoice
Fill in the information in the donation flow, such as Address and reference, and how you want the invoice delivered.
When the invoice is created, Octany creates an invoice in your Fortnox account with all the details, following your invoice template as set up in Fortnox. But since we're in the test environment, this doesn't actually happen - though you now see the invoice flow from start to finish for your customers or donors.
Much more to explore
There's a lot more you can do in the test account, so feel free to look around.
If you have questions, you can always email [email protected]