When you have Flex installed on your Shopify store, you can run test payments to ensure proper functionality. To see how the flow works, you can run a test payment through the Flex test store.

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Shopify test payments

1

Open Shopify payment settings

Navigate to your Shopify payment settings and select Pay with Flex.
2

Manage your Flex integration

From the drop-down menu, select Manage.
3

Turn on test mode

In the top right corner of the dashboard, toggle Test Mode on. When Test Mode is on, you should see a yellow banner at the top of the dashboard.
4

Sync products

Select Sync products & assign eligibility. When your products load, assign their eligibility, and then select Activate Flex.
5

Turn on test payments

In the Flex Shopify settings, ensure Test mode is toggled on.
6

Create a checkout

Add a product to your cart and proceed to checkout.
7

Select Flex at checkout

Fill out the necessary information and select Flex | Pay with HSA/FSA.
8

Create a test payment

You can use test cards to simulate test transactions, including both successful and declined transactions.
9

View test order

Navigate to the Orders section in your Shopify Admin to view the test order.

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Flex Shopify test store

If you would like to see what the Flex Shopify checkout flow looks like, you can place an order through the Flex Test Store. You can add either the Always Eligible (IIAS) product for a standard checkout or the Dual Use (LOMN) product for a checkout with a Health Check consultation. If you need help determining which category your products fall under, feel free to reach out to support@withflex.com. You can use test cards to simulate test transactions.