Payment Gateway Testing: How to Use Development or Sandbox Mode

In this comprehensive guide, we explain how to conduct payment testing across the various payment gateways that integrate with Paid Memberships Pro. This resource is written for anyone that wants to test the membership checkout process without making an actual financial transaction.

Our goal is to ensure a seamless and secure payment testing experience to help you validate your setup before launch.

Before Getting Started

When you perform payment gateway testing with PMPro, the gateway mode changes for all people that access your site. So, if you change your gateway mode from Live to Sandbox, your site will not be able to accept new checkouts from real members. For this reason, we only suggest payment testing in a few cases:

• on a development or staging site, or
• when using a maintenance mode plugin, or
• in the off-hours of your site traffic.

In addition to the gateway-specific tests below, you can also set your Paid Memberships Pro plugin to “Testing Only” mode. This mode allows you to run through a membership checkout simply by completing all required fields. “Testing Only” mode does not require you to enter a valid credit card number.

Stripe in Test Mode

To test a Stripe checkout, you need to change the settings in your membership site’s WordPress admin. You must also use specific testing card numbers provided by Stripe.

1. Navigate to Memberships > Settings > Payment Gateway & SSL in the WordPress admin.
2. Set your “Payment Gateway” to “Stripe” and set the “Gateway Environment” to “Sandbox/Testing“.
3. Click the “Connect with Stripe” button and complete the authentication process in Stripe.

After connecting to Stripe and being redirected back to your website, log out or browse to your membership levels page in incognito mode to test checkout for a paid level. Stripe’s testing documentation page has test card numbers you can use for checkout.

Use any valid future expiration date, any 3 digit CVV (or 4 digits for Amex) and the test card number below:

Number	Card type
Visa	4242424242424242
MasterCard	5555555555554444
American Express	378282246310005
Discover	6011111111111117

PayPal Express and PayPal Standard Sandbox

To test a PayPal checkout, you will need to set up a PayPal Developer account. If you already have a PayPal Developer account, log in to that account via the link above before running a test checkout.

1. Log in to your PayPal Developer account.
2. Create Sandbox Test Accounts per PayPal’s documentation.
3. Navigate to Memberships > Settings > Payment Gateway & SSL in the WordPress admin.
4. Set your “Payment Gateway” to the PayPal option you would like to use.
5. Set the “Gateway Environment” to “Sandbox/Testing“.

After saving the settings, log out or browse to your membership levels page in incognito mode to test checkout for a paid level. You must use a Sandbox Test Account as set up in your PayPal Developer account in order to run the test.

For more information, visit PayPal’s Sandbox Testing Guide.

Braintree Sandbox

To test a membership checkout with Braintree as the gateway, you will need to set up a Braintree Sandbox account. This is an entirely separate environment from your production account, with unique login information, merchant ID and API keys.

1. Log in to your Braintree Sandbox account.
2. Navigate to Memberships > Settings > Payment Gateway & SSL in the WordPress admin.
3. Set your “Payment Gateway” to “Braintree Payments“.
4. Set the “Gateway Environment” to “Sandbox/Testing“.
5. Enter your Braintree Sandbox account’s “Merchant ID”, “Public Key”, “Private Key”, and “Client-Side Encryption Key”.

After saving the settings, log out or browse to your membership levels page in incognito mode to test checkout for a paid level. Braintree’s testing documentation for the PHP SDK page has test card numbers you can use for checkout. Use any valid future expiration date, any 3 digit CVV (or 4 digits for Amex) and the test card number below:

Number	Card type
Visa	4242424242424242
MasterCard	5555555555554444
American Express	378282246310005
Discover	6011111111111117

For more information, visit Braintree’s Testing Guide for the PHP SDK integration.

PayPal Payflow Sandbox

The outstanding gateway in the mix here is our PayPal Payflow integration. In our experience, the only way to set up PayPal Payflow in a “test” mode is to create a totally separate/unique Payflow account and keep it in “trial” mode. PayPal offers this page on testing Payflow Gateway integration that would be the best starting point if you need to run test transactions for Payflow.

FAQs on Payment Gateway Testing

Wrapping Up: Testing Your Payment Gateway

Testing your payment gateways in development or sandbox mode ensures your membership checkout process is a smooth and secure experience.

In this guide, we covered the necessary steps to use Sandbox or Test mode for all of our integrated payment gateways. If you are using a third party payment gateway or WooCommerce for membership checkouts, your process will be a little bit different.

Remember, testing should ideally be conducted on a development/staging site or while your site is not receiving a lot of live traffic. The goal is to prevent any disruption to your live site’s transaction capabilities.

With proper setup and testing, you can confidently launch your membership platform knowing that your payment processes are solid.