What is the best way to test payments and trades in the production environment?

The most important thing is to clearly mark your tests as "TEST" accounts and to void any corresponding funds transfers (payments) if the transaction should not be processed.

The most important thing is to clearly mark your tests as "TEST" accounts and to void any corresponding funds transfers (payments) if the transaction should not be processed. To void a transaction in the TransactAPI admin panel, go to the "View Payments" option on your dashboard and select the "VOID" option on the table for the transactions that need to be voided.

If you are testing the ACH transfer and/or credit card transactions from start to end, please make sure there is an open escrow account set up to receive funds. Please contact North Capital Escrow Operations at escrow-ops@northcapital.com if you need assistance setting up your escrow account.