Skip to main content

Merchant Help

 

Affirm Merchant Help

Test Your Affirm Telesales Configuration

Test your configuration to ensure that everything is working before you go live. Email  merchanthelp@affirm.com with a link to your test site so that we can verify your configuration and provide you with production keys.

  1. Create an order from your order management admin dashboard
  2. During checkout, enter customer's valid U.S. addresses and mobile-phone information. Affirm cannot test if the address or phone information is fake.
  3. Select Affirm as the payment option.
  4. Create order in pending state and send checkout to Customer, Affirm will send a text and email to the billing phone number/email provided, which will link the consumer to their online application.
  5. Test the Affirm checkout flow your customer will go through:
    1. Sandbox transactions
      1. Once you initiate checkout, you'll see the account creation screen.
        • If you've already created an account, click the 'Log In' button
        • If you haven't created an account, create one now.
          • Any First and last name
          • Valid email address format
          • Valid (random) US cell phone number
          • Birthdate longer than 18 years ago
          • Any four digits
      2. You'll be asked to enter a PIN number, use '1234'. We do not text you a PIN number in the Sandbox environment
      3. You will always see 3, 6, and 12 month terms.
      4. Once you click the 'Confirm' button, you'll be redirected to the merchant site confirmation page.
  6. Charge authorization occurs after a user has successfully completed the Affirm checkout flow and returns back to the merchant site. Authorizing the charge generates the charge ID that will be used to reference this charge moving forward. A charge is not fully created before being authorized, and thus is not visible in the 'read charge' response, nor in the User/Merchant Dashboard.
  7. You will see order as processed or complete in your order management dashboard
  8. Verify that the transaction appears in your platform's admin panel and on  sandbox.affirm.com/dashboard

Note: The Telesales API will send SMS text messages only in the Affirm Live environment. During Sandbox environment testing, please rely on email messages to receive the checkout URL.

Note: The URL https://sandbox.affirm.com indicates that you are in the testing environment.

Note: When a customer completes checkout with Affirm as the payment method, Affirm authorizes a charge for the amount of the order. The charge appears in a pending state on the customer’s Affirm account. Authorized transactions expire if they are not captured before the capture deadline. The default capture deadline is specified in your partnership agreement with Affirm. If you did not specify your authorization-period requirements because of inventory, pre-orders, or shipping time in your onboarding form, please email merchanthelp@affirm.com for help with completing this process.