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Functional Checklist

Account
⁠
Dashboard
⁠
Services
⁠
Add-ons
⁠
Client
⁠
Order Flow
⁠
Subscription
⁠
Intake Form
⁠
Proposal
⁠
Ticket
⁠
Team
⁠
Invoice
⁠
Integration
⁠
Files
⁠
Workspace Config
⁠
Role
⁠
Settings
⁠
Notifications
⁠
Thrive
⁠
Catalog
⁠

Order Form Test Flow

Catalog
Order Form > One-Time Service+Upsell+Add-ons > Pre-Intake form > Manual Bank Payment (From catalog)> Order(pending) > Invoice (Open)
If separate order is created for main service and upsell service
Order ID should be unique for both
Should show a order status as pending for payment with manual bank
Should show order type correctly
Should show intake form information correctly in intake information
Should show order info correctly in order info
Should create two different invoice for main service and upsell service.
Invoice should be created with open status for bank payment
Should show a breakdown of add-ons in invoice
Order Form > One-Time Service+Upsell+Add-ons > Post-Intake form > Manual Bank Payment (From catalog) > Order(pending) > Invoice (Open)
If separate order is created for main service and upsell service
Order ID should be unique for both
Should show a order status as pending for payment with manual bank
Should show order type correctly
Should show intake form information correctly in intake information
Should show order info correctly in order info
Should create two different invoice for main service and upsell service.
Invoice should be created with open status for bank payment
Invoice should be created with paid status for stripe payment
Should show a breakdown of add-ons in invoice
Order Form > One-Time Service+Upsell+Add-ons > without intake form > Manual Bank Payment (From catalog) > Order(pending) > Invoice (Open)
If separate order is created for main service and upsell service
Order ID should be unique for both
Should show a order status as pending for payment with manual bank
Should show order type correctly
Should show order info correctly in order info
Should create two different invoice for main service and upsell service.
Invoice should be created with open status for bank payment
Should show a breakdown of add-ons in invoice
Order Form > One-Time Service+Upsell+Add-ons > Pre-Intake form > Stripe Payment (From catalog)> Order(pending) > Invoice (Done)
If separate order is created for main service and upsell service
Order ID should be unique for both
Should show a order status as ongoing for payment with stripe bank
Should show order type correctly
Should show intake form information correctly in intake information
Should show order info correctly in order info
Should create two different invoice for main service and upsell service.
Invoice should be created with paid status for stripe payment
Should show a breakdown of add-ons in invoice
Order Form > One-Time Service+Upsell+Add-ons > Post-Intake form > Stripe Payment (From catalog)> Order(pending) > Invoice (Done)
If separate order is created for main service and upsell service
Order ID should be unique for both
Should show a order status as ongoing for payment with stripe bank
Should show order type correctly
Should show intake form information correctly in intake information
Should show order info correctly in order info
Should create two different invoice for main service and upsell service.
Invoice should be created with paid status for stripe payment
Should show a breakdown of add-ons in invoice
Order Form > One-Time Service+Upsell+Add-ons > without-Intake form > Stripe Payment (From catalog)> Order(pending) > Invoice (Done)
Order Form > Subscription Service(Repeat with task)+Upsell+Add-ons > Pre-Intake form > Manual Bank Payment (From catalog)> Order(pending) > Invoice (Open)
Order Form > Subscription Service(Repeat with task)+Upsell+Add-ons > Post-Intake form > Manual Bank Payment (From catalog)> Order(pending) > Invoice (Open)
Order Form > Subscription Service(Repeat with task)+Upsell+Add-ons > without-Intake form > Manual Bank Payment (From catalog)> Order(pending) > Invoice (Open)
Order Form > Subscription Service(Repeat with task)+Upsell+Add-ons > Pre-Intake form > Stripe Payment (From catalog)> Order(ongoing) > Invoice (Done)
Order Form > Subscription Service(Repeat with task)+Upsell+Add-ons > Post-Intake form > Stripe Payment (From catalog)> Order(ongoing) > Invoice (Done)
Order Form > Subscription Service(Repeat with task)+Upsell+Add-ons > Without-Intake form > Stripe Payment (From catalog)> Order(ongoing) > Invoice (Done)
Order Form > Subscription Service(Repeat without task)+Upsell+Add-ons > Pre-Intake form > Manual Bank Payment (From catalog)> Order(pending) > Invoice (Open)
Order Form > Subscription Service(Repeat without task)+Upsell+Add-ons > Post-Intake form > Manual Bank Payment (From catalog)> Order(pending) > Invoice (Open)
Order Form > Subscription Service(Repeat without task)+Upsell+Add-ons > without-Intake form > Manual Bank Payment (From catalog)> Order(pending) > Invoice (Open)
Order Form > Subscription Service(Repeat without task)+Upsell+Add-ons > Pre-Intake form > Stripe Payment (From catalog)> Order(ongoing) > Invoice (Done)
Order Form > Subscription Service(Repeat without task)+Upsell+Add-ons > Post-Intake form > Stripe Payment (From catalog)> Order(ongoing) > Invoice (Done)
Order Form > Subscription Service(Repeat without task)+Upsell+Add-ons > Without-Intake form > Stripe Payment (From catalog)> Order(ongoing) > Invoice (Done)
Client Purchase Page
Order Form > One-Time Service+Upsell+Add-ons > Pre-Intake form > Manual Bank Payment (From client purchase page)> Order(pending) > Invoice (Open)
Order Form > One-Time Service+Upsell+Add-ons > Post-Intake form > Manual Bank Payment (From client purchase page) > Order(pending) > Invoice (Open)
Order Form > One-Time Service+Upsell+Add-ons > without intake form > Manual Bank Payment (From client purchase page) > Order(pending) > Invoice (Open)
Order Form > One-Time Service+Upsell+Add-ons > Pre-Intake form > Stripe Payment (From client purchase page)> Order(pending) > Invoice (Done)
Order Form > One-Time Service+Upsell+Add-ons > Post-Intake form > Stripe Payment (From client purchase page)> Order(pending) > Invoice (Done)
Order Form > One-Time Service+Upsell+Add-ons > without-Intake form > Stripe Payment (From client purchase page)> Order(pending) > Invoice (Done)
Order Form > Subscription Service(Repeat with task)+Upsell+Add-ons > Pre-Intake form > Manual Bank Payment (From client purchase page)> Order(pending) > Invoice (Open)
Order Form > Subscription Service(Repeat with task)+Upsell+Add-ons > Post-Intake form > Manual Bank Payment (From client purchase page)> Order(pending) > Invoice (Open)
Order Form > Subscription Service(Repeat with task)+Upsell+Add-ons > without-Intake form > Manual Bank Payment (From client purchase page)> Order(pending) > Invoice (Open)
Order Form > Subscription Service(Repeat with task)+Upsell+Add-ons > Pre-Intake form > Stripe Payment (From client purchase page)> Order(ongoing) > Invoice (Done)
Order Form > Subscription Service(Repeat with task)+Upsell+Add-ons > Post-Intake form > Stripe Payment (From client purchase page)> Order(ongoing) > Invoice (Done)
Order Form > Subscription Service(Repeat with task)+Upsell+Add-ons > Without-Intake form > Stripe Payment (From client purchase page)> Order(ongoing) > Invoice (Done)
Order Form > Subscription Service(Repeat without task)+Upsell+Add-ons > Pre-Intake form > Manual Bank Payment (From client purchase page)> Order(pending) > Invoice (Open)
Order Form > Subscription Service(Repeat without task)+Upsell+Add-ons > Post-Intake form > Manual Bank Payment (From client purchase page)> Order(pending) > Invoice (Open)
Order Form > Subscription Service(Repeat without task)+Upsell+Add-ons > without-Intake form > Manual Bank Payment (From client purchase page)> Order(pending) > Invoice (Open)
Order Form > Subscription Service(Repeat without task)+Upsell+Add-ons > Pre-Intake form > Stripe Payment (From client purchase page)> Order(ongoing) > Invoice (Done)
Order Form > Subscription Service(Repeat without task)+Upsell+Add-ons > Post-Intake form > Stripe Payment (From client purchase page)> Order(ongoing) > Invoice (Done)
Order Form > Subscription Service(Repeat without task)+Upsell+Add-ons > Without-Intake form > Stripe Payment (From client purchase page)> Order(ongoing) > Invoice (Done)
Manual Order from agency (Next Version)
Order Form > One-Time Service+Upsell+Add-ons > Pre-Intake form > Manual Bank Payment (From manual order of agency)> Order(pending) > Invoice (Open)
Order Form > One-Time Service+Upsell+Add-ons > Post-Intake form > Manual Bank Payment (From manual order of agency) > Order(pending) > Invoice (Open)
Order Form > One-Time Service+Upsell+Add-ons > without intake form > Manual Bank Payment (From manual order of agency) > Order(pending) > Invoice (Open)
Order Form > One-Time Service+Upsell+Add-ons > Pre-Intake form > Stripe Payment (From manual order of agency)> Order(pending) > Invoice (Done)
Order Form > One-Time Service+Upsell+Add-ons > Post-Intake form > Stripe Payment (From manual order of agency)> Order(pending) > Invoice (Done)
Order Form > One-Time Service+Upsell+Add-ons > without-Intake form > Stripe Payment (From manual order of agency)> Order(pending) > Invoice (Done)
Order Form > Subscription Service+Upsell+Add-ons > Pre-Intake form > Manual Bank Payment (From manual order of agency)> Order(pending) > Invoice (Open)
Order Form > Subscription Service+Upsell+Add-ons > Post-Intake form > Manual Bank Payment (From manual order of agency)> Order(pending) > Invoice (Open)
Order Form > Subscription Service+Upsell+Add-ons > without-Intake form > Manual Bank Payment (From manual order of agency)> Order(pending) > Invoice (Open)
Order Form > Subscription Service+Upsell+Add-ons > Pre-Intake form > Stripe Payment (From manual order of agency)> Order(ongoing) > Invoice (Done)
Order Form > Subscription Service+Upsell+Add-ons > Post-Intake form > Stripe Payment (From manual order of agency)> Order(ongoing) > Invoice (Done)
Order Form > Subscription Service+Upsell+Add-ons > Without-Intake form > Stripe Payment (From manual order of agency)> Order(ongoing) > Invoice (Done)
Things have to test in every flow
If separate order is created for main service and upsell service
Order ID should be unique for both
Should show a order status as pending for payment with manual bank
Should show a order status as ongoing for payment with stripe bank
Should show order type correctly
Should show intake form information correctly in intake information
Should show order info correctly in order info
Should create two different invoice for main service and upsell service.
Invoice should be created with open status for bank payment
Invoice should be created with paid status for stripe payment
Should show a breakdown of add-ons in invoice
For subscription based service, order with repeated with task after a certain amount of time.
For subscription based service, order with repeated with without task after a certain amount of time.
For subscription based service, invoice is repeated with paid status if payment is done through stripe.
For subscription based service, invoice is repeated with open status if payment method is bank.
Should show correct data in subscription page


Storage update as per LTD package
⁠
Webpack bundle chunk
⁠
Signature Test in Order Form
⁠
File and Folder
⁠
Task and Ticket Comment Notification
⁠
Different File upload in Attachment
⁠
File Preview
⁠
Invoice Redeisgn
⁠

Stripe Payment Integration Checklist

Pre-condition:
Ensure Stripe is connected from the agency's end.
From Catalog:
One-Time Service Purchase:
User can buy a one-time service using Stripe.
After purchase, an invoice with "Paid" status is created.
Subscription-Based Service Purchase:
User can buy a subscription-based service using Stripe.
An invoice with "Paid" status is created automatically.
For subsequent subscription renewals, another invoice with "Paid" status is created.
One-Time Service with Upsell:
User can buy a one-time service with an upsell service and pay with Stripe.
Two invoices with "Paid" status are created: one for the main service and another for the upsell service.
Subscription-Based Service with Upsell:
User can buy a subscription-based service with an upsell service and pay with Stripe.
Two invoices with "Paid" status are created: one for the main service and another for the upsell service.
For subsequent renewals of the main and upsell services, two more invoices with "Paid" status are created.
From Client Purchase Page:
One-Time Service Purchase:
User can buy a one-time service using Stripe.
After purchase, an invoice with "Paid" status is created.
Subscription-Based Service Purchase:
User can buy a subscription-based service using Stripe.
An invoice with "Paid" status is created automatically.
For subsequent subscription renewals, another invoice with "Paid" status is created.
Service with Upsell:
User can buy a service with an upsell service and pay with Stripe.
Two invoices with "Paid" status are created: one for the main service and another for the upsell service.
Subscription-Based Service with Upsell:
User can buy a subscription-based service with an upsell service and pay with Stripe.
Two invoices with "Paid" status are created: one for the main service and another for the upsell service.
For subsequent renewals of the main and upsell services, two more invoices with "Paid" status are created.
Manual Invoice:
Agency can create invoices manually.
Client is able to pay the invoice using Stripe via the "Pay with Stripe" button on the client end.
General Requirements:
All invoices are accurately generated with the correct status and details.
Stripe integration ensures secure and reliable payment processing.
Notifications and confirmations are sent to both the agency and the client upon successful payment.

PayPal Payment Integration Checklist

Paypal
Topic
Condition
Payment Via Login
Payment Via credit/debit card
Payment via Paylater
app.release V/1.5.93
app.test V/1.5.93
Issue Link
Notes
Pre-condition:
4
Ensure PayPal is connected from the agency's end.
Pass
​
​
Pass
Pass
Open
Once connected show PayPal in “Payment Method”
Pass
​
​
Pass
Pass
Open
Ensure PayPal is active from the payment method section
Pass
​
​
Pass
Pass
Open
Ensure PayPal can be disconnected
Pass
​
​
Pass
Pass
Open
From Catalog: One time Purchase
5
User can buy a one-time service using PayPal.
Pass
Pass
Pass
Pass
Pass
Open
After purchase, an order with "ongoing" status is created.
Pass
Pass
Pass
Pass
Pass
Open
After purchase, an invoice with "Paid" status is created.
Pass
Pass
Pass
Pass
Pass
Open
Check if amount is added properly to the agency account
Pass
Pass
Pass
​
​
Open
Check if canceling payment gives a popup modal
Pass
Pass
Pass
​
​
Open
From Catalog: Subscription Purchase
7
User can buy a subscription-based service using PayPal.
Pass
Pass
Pass
Pass
Pass
Open
After purchase, an order with "ongoing" status is created.
Pass
Pass
Pass
Pass
Pass
Open
After purchasing subscription service, a row is created with all information in subscription table
Pass
Pass
Pass
Pass
Pass
Open
An invoice with "Paid" status is created automatically.
Pass
Pass
Pass
Pass
Pass
Open
For subsequent subscription renewals, another order with "ongoing” status is created.
Pass
Pass
Pass
Pass
Pass
Open
For subsequent subscription renewals, subscription table is updated
Pass
Pass
Pass
Pass
Pass
Open
For subsequent subscription renewals, another invoice with "Paid" status is created. (open status in test server)
Pass
Pass
Pass
Pass
Pass
Open
From Catalog: add-on
3
If an add-on is selected show the proper amount
Pass
Pass
Pass
Pass
Pass
Open
while paying via PayPal proper amount is billed
Pass
Pass
Pass
Pass
Pass
Open
ensure it is showing correctly in the invoice
Pass
Pass
Pass
Pass
Pass
Open
From Catalog: Upsell
1
Not Supported in PayPal currently disable the PayPal button
Pass
Pass
Pass
Pass
Pass
Open
From client logged in Onetime-purchase
6
User can buy a one-time service using PayPal.
Pass
Pass
Pass
Pass
Pass
Open
After purchase, an order with "ongoing" status is created at client side
Pass
Pass
Pass
Pass
Pass
Open
After purchase, an order with "ongoing" status is created at agency side
Pass
Pass
Pass
Pass
Pass
Open
After purchase, an invoice with "Paid" status is created at client side
Pass
Pass
Pass
Pass
Pass
Open
After purchase, an invoice with "Paid" status is created at agency side
Pass
Pass
Pass
Pass
Pass
Open
After purchase, user is going to all order page
Pass
Pass
Pass
Fail
​
Open
From client login Subscription Service
7
User can buy a subscription-based service using PayPal.
Pass
Pass
​
Pass
Pass
Open
An order with “ongoing” status is created in both client and agency side
Pass
Pass
​
Pass
Pass
Open
A row is created in subscription page for both agency and client side with all information filled
Pass
Pass
​
Pass
Pass
Open
An invoice with "Paid" status is created automatically in client and agency side
Pass
Pass
​
Pass
Pass
Open
For subsequent subscription renewals, another order with "ongoing” status is created.
Pass
Pass
​
Pass
Pass
Open
For subsequent subscription renewals, subscription table is updated
Pass
Pass
​
Pass
Pass
Open
For subsequent subscription renewals, another invoice with "Paid" status is created.
Pass
Pass
​
Pass
Pass
Open
Upsell in client login
1
Not Supported in PayPal currently disable the PayPal button
Pass
Pass
Pass
Pass
Pass
Open
Client pay through Manual Invoice
2
Agency can create invoices manually.
​
​
​
Pass
Pass
Open
Client is able to pay the invoice using PayPal via the "Pay with PayPal" button on the client end.
​
​
​
Fail
Pass
Open
General requirements
5
All invoices are accurately generated with the correct status and details.
​
​
​
Pass
Pass
Open
PayPal integration ensures secure and reliable payment processing.
​
​
​
Pass
Pass
Open
Notifications and confirmations are sent to both the agency and the client upon successful payment.
​
​
​
Pass
Pass
Open
Client is getting an email for order creation after purchasing from paypal
​
​
​
Fail
Fail
Open
Client is getting an email for invoice after purchasing service from paypal
​
​
​
Fail
Fail
Open
Miscellaneous
4
Check if the amount for schedule pay for subscriptions properly debited via paypal credit or debit card.
​
​
​
​
​
Open
Check if paypal credit/debit does not have sufficient amount payment is not successful.
​
​
​
​
​
Open
Check if user cancels in between paying via paypal, then order does not get created, no payment is done.
​
​
​
​
​
Open
Check if user is able to pay via paypal without logging into the paypal system just like strip.
​
​
​
​
​
Open
QA Checklist
39
Check if clicking on the Integration button user encounters Paypal option with connect button.
​
​
​
Pass
Pass
Open
Check if clicking on the connect button of paypal user navigates to the paypal integration page.
​
​
​
Pass
Pass
Open
Check if after user integrates the paypal page user is redirected to the agency handy page and sees the connect button turns into connected.
​
​
​
Pass
Pass
Open
Check if paypal feature is connected but not enabled from workspace it is shown as disabled in the payment option.
​
​
​
Pass
Pass
Open
Check if enable disable notification is visible on the right side of the screen.
​
​
​
Pass
Pass
Open
Check if paypal feature can be enabled and disabled from the workspace payment config.
​
​
​
Pass
Pass
Open
Check if agency is given a message regarding unsupported currency when they enable disabled the paypal payment from workspace.
​
​
​
Pass
Pass
Open
Check if paypal can be disconnected properly and it is not visible in the payment options for services catalogs and manual invoices once it is disconnected for one time payment.
​
​
​
Pass
Pass
Open
Check if when a client buy a service or catalogs then he or she is shown with the paypal option from the payment menu for one time payment option.
​
​
​
Pass
Pass
Open
Check if confirmation toaster is showing after payment with paypal
​
​
​
Pass
Pass
Open
Check if a client can pay a manual invoices via paypal for one time payment option.
​
​
​
Pass
Pass
Open
Check if once the payment is completed via the paypal both client and agency sees the invoices as payed for one time payment option.
​
​
​
Pass
Pass
Open
Check if in the payment section powered by strip logo has been removed.
​
​
​
Pass
Pass
Open
Check if there is a process for user to navigate back to the previous state when he or she made any mistakes during paypal payment via the previous button on One time payment.
​
​
​
Pass
Pass
Open
Check if paypal can be disconnected properly and it is not visible in the payment options for services catalogs and manual invoices once it is disconnected for subscription time payment.
​
​
​
Pass
Pass
Open
Check if when a client buy a service or catalogs then he or she is shown with the paypal option from the payment menu for subscription payment option.
​
​
​
Pass
Pass
Open
Check if a client can pay a manual invoices via paypal for subscription payment option.
​
​
​
Fail
Pass
Open
Check if once the payment is completed via the paypal both client and agency sees the invoices as payed for subscription payment option.
​
​
​
N/A
Pass
Open
Check if renewal payments are properly paid via paypal and the invoice get generated for both agency and client with a paid status. (open status in test server)
​
​
​
Pass
Pass
Open
Check if amount calculation that is paid via paypal is proper and it is correctly written in the invoice with paid status for both one time and subscription based payment.
​
​
​
Pass
Pass
Open
Check if when add-ons is added then user can pay the in total amount via paypal and the invoice is generated with paid status for both client and agency.
​
​
​
Pass
Pass
Open
Check if the Pre purchase intake form can be filled and added in order before paying the payment via paypal.
​
​
​
Pass
Pass
Open
Check if user is redirected to post purchase after payment to fill up the form
​
​
​
Pass
Pass
Open
Check if user can cancel midway the paypal payment then paid invoice does not get generated.
​
​
​
Pass
Pass
Open
Check if payment successful via paypal notification is generated both for client and agency.
​
​
​
Pass
Pass
Open
Check if paypal is not integrated by the agency then it does not show paypal button for any purchase to the client.
​
​
​
Pass
Pass
Open
Check if previous button always keep the previous state for all types of payment : Keep In : Stripe, Paypal and manual payent.
​
​
​
Pass
Pass
Open
Check if only for supported currencies the paypal payment method is enabled in the payment method.
​
​
​
Pass
Pass
Open
Check if after buying a service with 50$ amount is reduced from client paypal account
​
​
​
Pass
Pass
Open
Check if after client buying a service with 50$ amount is added to agency paypal account
​
​
​
Pass
Pass
Open
Chick if paypal is showing correct subscription status for subscription based service
​
​
​
Pass
Pass
Open
Chick if paypal is showing correct price for subscription based service
​
​
​
Pass
Pass
Open
Chick if paypal is showing correct billing cycle for subscription based service
​
​
​
Pass
Pass
Open
Chick if paypal is showing Stop collecting payments after cycle for subscription based service
​
​
​
N/A
N/A
Open
Check if User can pay only those service which have currency supported by paypal
​
​
​
Pass
Pass
Open
Check if user shouldn’t be allowed to pay with paypal for those service which has unsupported currency
​
​
​
Pass
Pass
Open
Check if user can change quantity in payment method selection page and can proceed to payment
​
​
​
Pass
Pass
Open
Check if the previous and next button is working correctly
​
​
​
Pass
Pass
Open
Check that order shouldn’t created when payment is declined by paypal
​
​
​
N/A
N/A
Open
⁠

Checklist of Incomplete payment

Test Scenario 1:
Payment With Stripe: ​Onetime Service:
Check if when a client did not finish payment with stripe by going back using the previous button for catalog purchase then it will not create a new client, new order, new subscription, new invoices and new folder in files for the unfinished payment. (Fail: Creating Client)
Check if when a client did not finish payment with stripe by going back using the navigation back button for catalog purchase then it will not create a new client, new order, new subscription, new invoices and new folder in files for the unfinished payment. (Fail: Creating Client)
Check if when a client did not finish payment with stripe by going back using the browser button for catalog purchase then it will not create a new client, new order, new subscription, new invoices and new folder in files for the unfinished payment. (Fail: Creating Client)
Check if when a client did not finish payment with stripe by closing tab of catalog purchase then it will not create a new client, new order, new subscription, new invoices and new folder in files for the unfinished payment. (Fail: Creating Client and Folder in Files)
Onetime Service + Upsell:
Check if when a client did not finish payment with stripe by going back using the previous button for catalog purchase then it will not create a new client, new order, new subscription, new invoices and new folder in files for the unfinished payment. (Fail: Creating Client and 2 Folders in Files. One for main service another for upsell service)
Check if when a client did not finish payment with stripe by going back using the navigation back button for catalog purchase then it will not create a new client, new order, new subscription, new invoices and new folder in files for the unfinished payment. (Fail: Creating Client and 2 Folders in Files. One for main service another for upsell service)
Check if when a client did not finish payment with stripe by going back using the browser button for catalog purchase then it will not create a new client, new order, new subscription, new invoices and new folder in files for the unfinished payment. (Fail: Creating Client and 2 Folders in Files. One for main service another for upsell service)
Check if when a client did not finish payment with stripe by closing tab of catalog purchase then it will not create a new client, new order, new subscription, new invoices and new folder in files for the unfinished payment. (Fail: Creating Client and 2 Folders in Files. One for main service another for upsell service)
Subscription Service:
Check if when a client did not finish payment with stripe by going back using the previous button for catalog purchase then it will not create a new client, new order, new subscription, new invoices and new folder in files for the unfinished payment.
Check if when a client did not finish payment with stripe by going back using the navigation back button for catalog purchase then it will not create a new client, new order, new subscription, new invoices and new folder in files for the unfinished payment.
Check if when a client did not finish payment with stripe by going back using the browser button for catalog purchase then it will not create a new client, new order, new subscription, new invoices and new folder in files for the unfinished payment.
Check if when a client did not finish payment with stripe by closing tab of catalog purchase then it will not create a new client, new order, new subscription, new invoices and new folder in files for the unfinished payment.
Onetime Service + Upsell:
Check if when a client did not finish payment with stripe by going back using the previous button for catalog purchase then it will not create a new client, new order, new subscription, new invoices and new folder in files for the unfinished payment.
Check if when a client did not finish payment with stripe by going back using the navigation back button for catalog purchase then it will not create a new client, new order, new subscription, new invoices and new folder in files for the unfinished payment.
Check if when a client did not finish payment with stripe by going back using the browser button for catalog purchase then it will not create a new client, new order, new subscription, new invoices and new folder in files for the unfinished payment.
Check if when a client did not finish payment with stripe by closing tab of catalog purchase then it will not create a new client, new order, new subscription, new invoices and new folder in files for the unfinished payment.
Test Scenario 2: Payment With Manual Bank: ​Onetime Service:
Check if when a client pay with manual bank for a onetime service a order, invoice and folder is created successfully in file.
Check if when a client pay with manual bank for a subscription service a order, invoice, subscription and folder is created successfully in file.
Check if when a client pay with manual bank for a subscription service with upsell service a client, two order, two invoice, subscription and folder is created successfully in file.
Test Scenario 3:
Check impact of Recurring order:
Check if when a client purchase a subscription service from stripe it is recurring successfully with order, task, subscription, invoice and folders.
Check if when a client purchase a subscription service from stripe it is recurring successfully with order, without task, subscription, invoice and folders.
Check if when a client purchase a subscription service with upsell from stripe it is recurring successfully with 2 orders, all task in both order, subscription, 2 invoice and 2 folders.
Check if when a client purchase a subscription service with upsell from stripe it is recurring successfully with 2 orders, all task main order and no task of upsell ,subscription, 2 invoice and 2 folders.
Check if when a client purchase a subscription service with upsell from stripe it is recurring successfully with 2 orders, no task in main order and all task of upsell ,subscription, 2 invoice and 2 folders.
Check if when a client purchase a subscription service with upsell from stripe it is recurring successfully with 2 orders, no task in both order, subscription, 2 invoice and 2 folders.
Check if when a client purchase a subscription service from stripe it shouldn't recur automatically it stripe account has less money than service price.
Check if when a client to purchase a subscription based service from stripe using wrong card info (failed payment), order shouldn't repeat for that.

Check list of Manual Order(Subscription) New Logic

Check if Super Admin, Admin, PM will be able to create manual order for subscription.
Check if while creating manual order the subscription cycle will be taken from service and it will be non changeable.
Check if while creating manual invoice it will take info from order
Check if once a new subscription type order is created a new subscription is created for the client
Check if order and invoice can have different cycle. For example: if a subscription type order is created on 1 June with monthly interval. and manual invoice is created on 3rd June the next order will repeat on 1st July but the next invoice will repeat on 3rd July. (Need help of BE)
Check if One order may have multiple invoice
Check if Once the first invoice is created manually from the 2nd invoice onwards, the invoice needs to be automatic. (invoice will repeat if the status is “Open”, “Paid”)
Check if The Last payment date for the subscription will be taken from the paid date of invoice
Check if next payment date for the subscription will be taken from the order cycle
Check if The due date of the invoice will be manual
Check if for any sort of error, a new order/invoice is not created once the error is fixed, automatically calculate the backlog and create a new invoice/new order. (Hold)
Check if Order will repeat if no invoice is created against that order (how?? BE)
Check if Create a manual subscription order, create a invoice, both order and invoice should repeat
Check if Create a manual subscription order, create two invoices. One order and two invoice should repeat on the correct date
Check if Create a manual subscription order from catalog and two invoices, While repeating two order and three invoice should be repeat.
Check the manual invoice creation the billing cycle of the invoice will be separate from the order.
Check if a new order is created; a new invoice will be created automatically. This invoice will be similar to the first subscription invoice created.
Check if both the billing cycle and invoice repeat will stop once the subscription is cancelled.
Check if user can create manual invoice if a service is purchased from stripe
Webhook
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Subscription Reminder Notification and Email

Check if agency and client is getting email and notification of subscription reminder if subscription service is purchased with stripe from catalog
Check if agency and client is getting email and notification of subscription reminder if subscription service is purchased with paypal from catalog
Check if agency and client is getting email and notification of subscription reminder if subscription service is purchased with manual bank from catalog
Check if agency and client is getting email and notification of subscription reminder if subscription service is purchased with stripe from client login
Check if agency and client is getting email and notification of subscription reminder if subscription service is purchased with paypal from client login
Check if agency and client is getting email and notification of subscription reminder if subscription service is purchased with manual bank from client login
Check if agency and client is getting email and notification of subscription reminder if subscription service is created from manual order
Check if agency and client is getting email and notification of subscription reminder if subscription service is purchased from proposal acceptance of agency
Check if agency and client is getting email and notification of subscription reminder if subscription service is purchased with proposal acceptance of client
Check if all mail is going from custom email is custom email is connected
Check if mail is showing proper mask name of custom mail
Check if multiple mail is sent to client and agency is multiple reminder exis
Storage Usage
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Trial
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Service and Client Grouping
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Setup Fee
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