---
title: Sandbox Checklist (Business Central)
slug: firstcitizens/sandbox-checklist-business-central
description: Ensure a smooth launch. Use this checklist to complete all necessary test scenarios in your sandbox environment.
icon: {"faIcon":"fa-solid fa-gears"}
docTags: kOBW7Pa05SaMsJIm9Vdtp
createdAt: 2022-08-18T19:19:40.000Z
---

If you're testing the plugin in a Sandbox environment, it's recommended to test a variety of scenarios. This will help you confirm that your setup is properly supported and functioning as expected.

***

## Scenarios to Test

Below is a list of scenarios you may wish to test. 

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### Confirm Plugin Setup

After completing the installation wizard, navigate to the plugin and open the Bank Statement page.

**Expected Outcome**: All matched bank accounts should display on this page, complete with mock account balances and transactions.
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:::WorkflowBlockItem
### Configure Vendors

Navigate to the Payment Method tab within the plugin and select a vendor. Any existing vendor email, address, or bank account information will automatically sync into the plugin.

If data is missing, select **Add Bank account **within the plugin and fill in test bank account details (we recommend adding a routing number and account number to perform a test ACH payment). Alternatively, you can add this information to the native Vendor Bank Account card in Business Central, which will sync over after a few moments.

**Expected Outcome: **Ensure at least one vendor has ACH information stored on their bank account record to successfully make a test payment.
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:::WorkflowBlockItem
### Create a Purchase Invoice

Create and populate a standard Purchase Invoice in Business Central. The extension fully supports discounts and credit memos. Once complete, post the purchase invoice.

**Expected Outcome: **The posted purchase invoice should be immediately available within the payment journal, ready to be paid via the extension.
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:::WorkflowBlockItem
### Make an ACH Payment

To initiate the payment, select the plugin in the header and choose **Pay Invoices**. All Posted Purchase Invoices will load on this page. 

Locate and select the invoice you created earlier using the checkbox. After confirming a payment method is selected, click **Add to Payment Run** and confirm the payment. 

**Expected Outcome:** The payment submission result will appear under the Payment History sub-tab. Additionally, the ledger will show that a payment has been created and applied to the posted purchase invoice, successfully closing the transaction.
:::

:::WorkflowBlockItem
### Trigger a Failed Payment 

Create a Purchase Invoice for exactly $1,991.00. Then, navigate to the Pay Bills page and process the payment through the extension. 

**Expected Outcome: **Payments of this specific amount will be marked as failed shortly after submission. Although a payment will be initially created and applied to the invoice, it will then be automatically voided, resulting in the bill being made available for a new payment attempt.
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