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Test in sandbox, then go live

Don't point real customers at a gateway you haven't watched work end to end. PayGlocal Recurring has a Test / Sandbox Mode so you can run the whole flow against PayGlocal's UAT (sandbox) environment first, confirm a mandate is created and a cron charge succeeds, and only then switch to live. Work through this checklist in order.

UAT vs production keys

Keys are environment-specific. Sandbox uses your UAT keys and KIDs; live uses your production keys and KIDs. You'll swap them when you flip the switch. If verification fails after going live, a key/environment mismatch is the first thing to check.

Test in sandbox

1. Turn on Test / Sandbox Mode

Go to Setup → Payment Gateways → PayGlocal Recurring, set Test / Sandbox Mode to Yes, and enter your UAT keys and KIDs in the key fields (see Get your PayGlocal keys). Click Save Changes.

  • [ ] Test / Sandbox Mode = Yes
  • [ ] UAT merchant private key path + KID entered
  • [ ] UAT PayGlocal public key path + KID entered

2. Take a test payment

Create or open an invoice for a test client and pay it with Pay & Authorize Recurring, completing PayGlocal's hosted checkout in UAT. Walk through it exactly as a customer would — see How payments work.

  • [ ] Invoice paid via the hosted checkout
  • [ ] Invoice shows Paid in WHMCS

3. Verify the mandate

Confirm the mandate was stored for that client and shows as active. If it wasn't stored, check the Gateway Log (Utilities → Logs → Gateway Log) before continuing.

  • [ ] Mandate created and active for the test client

4. Verify a cron charge

Create a second unpaid invoice for the same client, due inside your Days Before Due Date to Charge window, and let the WHMCS daily cron run (or trigger it). Confirm the cron charges the mandate automatically and marks the invoice Paid.

  • [ ] Daily cron ran
  • [ ] Second invoice charged automatically and marked Paid
  • [ ] Gateway Log shows the successful cron charge

Go live

5. Switch Test Mode off and swap to production keys

Once sandbox behaves exactly as expected, return to Setup → Payment Gateways → PayGlocal Recurring, set Test / Sandbox Mode to No, and replace the UAT keys and KIDs with your production keys and KIDs. Click Save Changes.

  • [ ] Test / Sandbox Mode = No
  • [ ] Production merchant private key path + KID entered
  • [ ] Production PayGlocal public key path + KID entered
  • [ ] License Key and Merchant ID (MID) confirmed for production

Do a small live confirmation

If you can, take one low-value real payment as a final check that production keys and callbacks work, before turning customers loose on it.

Don't leave test keys live

The most common go-live mistake is switching Test Mode off but leaving UAT keys in place (or vice versa). Test Mode and the keys must both match the same environment.

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