Direct Debit Testing

Automated testing can be arranged by SmarterPay to fully test file generation and report processing to your Salesforce instance; however, the process can be mimicked by using a manual approach. This manual approach will recreate exactly how the automated direct debit software creates and updates data in Salesforce. This is a reliable and quick way of testing how any automation around the Direct Debit package, such as triggers or workflows, is working.

The first action taken on a Direct Debit is to send a New Instruction to BACS. Without this, a Direct Debit collection cannot take place.

The process to test a successful New Instruction is as follows:

The process to test a failed New Instruction is as follows:

Collections are split into several types: First Collection, Ongoing Collection or Represent (if enabled). While they have a specific purpose, the testing is exactly the same in terms of how the records are inserted and updated.

The process to test a successful First Collection, Ongoing Collection or Represent is as follows:

The process to test a failed First Collection, Ongoing Collection or Represent is as follows: