Test and go live

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Test

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1. Billing infrastructure setup

• Billing entities: Create and configure billing entities with tax settings.
• Taxes: Create, update, and delete tax configurations for different jurisdictions.
• Metrics: Create, update, and validate metrics with different aggregation types (COUNT, SUM, MAX, COUNT_DISTINCT, LATEST) and metric types (METERED, RECURRING).
• Features: Create features with different privilege types (STRING, BOOLEAN, INTEGER, SELECT) and manage feature privileges.
• Pricing plans: Create plans with various pricing models (STANDARD, GRADUATED, PACKAGE, PERCENTAGE, VOLUME) and fee structures (subscription, usage-based, minimum commitments, usage thresholds).
• Plan entitlements: Create, update, and delete plan-level entitlements and privileges.
• Customer management: Register customers, update details, delete customers, and test customer lifecycle.
• Subscriptions: Create subscriptions with different billing times (CALENDAR, ANNIVERSARY), handle plan changes, test trial periods, and verify status transitions (PENDING, ACTIVE, TERMINATED, CANCELED).

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2. Prepaid credits and wallets

• Wallet creation: Test manual credit management and automatic top-up configurations.
• Top-up strategies: Validate fixed amount and target balance methods with different triggers (schedule, threshold).
• Wallet scenarios:
  • Partial balance (insufficient credits).
  • Empty wallet (no credits).
  • No wallet exists for customer.
• Wallet management: Add credits, remove credits, update configurations, and terminate wallets.

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3. Usage recording and billing

• Event recording: Test single events and batch submissions.
• Event auditing: Retrieve and verify recorded usage events.
• Usage aggregation: Verify events are properly aggregated according to metrics.
• Current usage: Poll customer usage data during billing periods.
• Past usage: Retrieve historical usage data.
• Invoice generation: Generate invoices and validate charge calculations with different pricing models.
• Billing calculation: Test the complete payment priority system:
  • Credit notes applied first.
  • Prepaid credits deducted second.
  • Payment method charged for remaining amount.

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4. Payment processing and issues

• Payment priority testing: Create scenarios with different combinations of credit notes, prepaid credits, and payment methods.
• Payment failures: Test failed payment scenarios and retry functionality.
• Credit notes:
  • Create credit notes with refund amounts only.
  • Create credit notes with credit amounts only.
  • Create credit notes with both refund and credit amounts.
  • Test credit note wallet auto-creation.
  • Void credit notes and validate status changes.

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5. Monitoring and auditing

• Usage monitoring: Poll customer usage data and validate accuracy.
• Event auditing: Retrieve and verify recorded usage events.
• Credit note management: List, retrieve, and manage credit note details.
• Wallet monitoring: Track wallet balances and transaction history.

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6. Webhooks and notifications

• Webhook setup: Configure and validate webhook endpoints.
• Event testing: Test webhook delivery for:
  • Invoice events (generated, payment failed, payment completed).
  • Wallet events (balance changes, top-ups, termination).
  • Credit note events (created, applied, voided).
• Webhook reliability: Test retry mechanisms and failure handling.

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7. Error handling and edge cases

• Invalid requests: Test with missing required fields, invalid data formats, and malformed requests.
• Business logic errors: Test scenarios like:
  • Recording events for non-existent subscriptions.
  • Creating credit notes for invalid invoices.
  • Insufficient wallet balances.
  • Duplicate transaction IDs.
• Rate limiting: Test API rate limits and error responses.
• Authentication: Test with invalid or expired access tokens.

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8. End-to-end workflows

• Complete billing cycle: From usage recording to invoice payment.
• Customer lifecycle: From registration to subscription termination.
• Payment issue resolution: From failed payment to successful retry with credit notes.
• Prepaid credit flow: From wallet setup to credit consumption during billing.

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Go live

1. Set up your production business account.
2. Move your app to production.