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Test Mode Setup

Before accepting real payments, it is recommended to thoroughly test the myPOS integration using the sandbox environment. Test mode allows you to simulate transactions without processing actual money.

Overviewโ€‹

myPOS provides a developer sandbox environment that mirrors the live payment flow. By enabling test mode in the module settings, you can verify that the payment gateway is working correctly with your Perfex CRM installation before switching to production.

Enabling Test Modeโ€‹

Follow these steps to configure and enable test mode:

  1. Log in to your Perfex CRM admin panel.
  2. Navigate to the myPOS module settings.
  3. Enable Test Mode by toggling the test mode option.
  4. Enter the test configuration details as provided by the myPOS developer portal.
  5. Save the settings.

Test Resourcesโ€‹

myPOS provides comprehensive test data and test cards for sandbox testing:

ResourceLink
Test Datadevelopers.mypos.eu/test-data
Test Cardsdevelopers.mypos.eu/test-cards
tip

You can use your own card in test mode โ€” it won't be charged. The sandbox environment simulates the payment process without initiating any real financial transactions.

Running a Test Transactionโ€‹

After configuring test mode, perform a test transaction to verify the integration:

  1. Open an existing invoice in Perfex CRM or create a new test invoice.
  2. View the invoice from the client portal (you can use the "View as client" option).
  3. Select the myPOS payment method on the invoice payment page.
  4. Complete the payment using test card details from the myPOS developer portal.
  5. Verify that the payment status updates correctly in Perfex CRM.
tip

Fill all necessary details carefully and make sure you leave no whitespaces or grammar mistakes in the configuration fields. Even small typos can cause payment processing errors.

Troubleshooting Test Paymentsโ€‹

If test payments are not processing as expected, check the following:

  • Verify configuration โ€” Ensure all settings are entered exactly as provided by the myPOS developer portal, with no extra spaces or typos.
  • Check test mode status โ€” Confirm that test mode is enabled in the module settings.
  • SSL certificate โ€” myPOS requires HTTPS for payment processing. Ensure your Perfex CRM installation is accessible over HTTPS.
  • Browser cache โ€” Clear your browser cache and try again if the payment page is not loading correctly.
  • Developer portal โ€” Check the myPOS developer portal for any updates or changes to the sandbox environment.

Next Stepsโ€‹

Once you have verified that test transactions are processing correctly, proceed to set up your live credentials:

  • Live Mode โ€” Obtain production credentials from myPOS and start accepting real payments.

Supportโ€‹

If you need help with test mode setup or troubleshooting, please visit the Themesic Support Portal.