---
title: Sandbox Checklist (NetSuite)
slug: hsbc/sandbox-checklist-netsuite
description: Looking to transition into production? This page outlines essential testing scenarios to help move you into production with practical tips and insights.
icon: {"faIcon":"fa-solid fa-gears"}
docTags: bSho0M8HRjDvZq9EBIWDy
createdAt: 2022-08-03T21:41:01.000Z
---

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:

### Vendor Setup

Modify or create two vendors for testing by following the Viewing Entity Bank Details (NetSuite) page: one as a company and one as an individual. Be sure to include bank details and an address for each.

**Expected Outcome:** These vendors will be used to test bill payment transmissions.

### Bill Setup and Payment	

Repeat this test scenario for each available payment rail.

Verify that each test vendor has the required payment details entered for their specific payment rail type (ACH, Wire, BACS, SEPA, etc.).

::::WorkflowBlock
:::WorkflowBlockItem
Create a bill, ensuring all mandatory fields are populated.
:::

:::WorkflowBlockItem
Go to **Payments -> Vendor Bills** in the plugin.
:::

:::WorkflowBlockItem
Select the bill you just created.
:::

:::WorkflowBlockItem
Select a payment method (skip if the vendor has a default method set).
:::

:::WorkflowBlockItem
Click **Pay**. 
:::
::::

**Expected Outcome: **Once the payment is successfully sent, it should disappear from the Open Bills tab on the Pay Bills page. 

If the payment remains on the page, go to the Failed Bills tab on the **Payments → Vendor Bills** screen, or view the payment status in the **Payments → History **page of the plugin.

### Credit Memo Setup and Payment

NetSuite allows bill credits to be applied to a bill. To do this, go to **Bill Credits -> New Transaction ->** input all asterisked fields under the Expenses tab. Go to the Apply tab and select the bill that the credit should be applied to.

On the Pay Bills page, the remaining amount (the balance after applying credits) should appear under the **Amount Due** column. Pay this bill using any payment method.

**Expected Outcome: **The confirmation screen should show the credited amount.

### Failed Bills

All bills will automatically show as successful after clicking **Pay** unless there is a customized NetSuite workflow applied.

To test the process for a failed bill, create a bill for $1991.00. Pay this bill on the Pay Bills screen.

**Expected Outcome: **The bill should automatically fail and remain on the Open Bills page. An error message should also appear on the Failed Bills screen.