Virtual Account Checklist

The majority of virtual account functionalities can be tested within the sandbox environment, providing sufficient confidence to proceed with the solution launch. The sandbox is designed to closely simulate production behavior for virtual account features.

If you are using a virtual account provided by Volume, please ensure thorough testing of all associated functionalities. Key virtual account features to test include:

• ✅ Ensure your system is configured to receive and process the additional SETTLED status webhook.
• ✅ Confirm that you are able to iniaite a refund.
• ✅ Verify the ability to initiate payouts, either manually or through a scheduled process.
• ✅ Ensure your system can handle External payments, either programmatically and/or operationally.
• ✅ Ensure that your webhook integrations for refunds and payouts are functioning correctly.

SETTLED Payment Status

To test whether your system correctly handles SETTLED webhook notifications, ensure that your sandbox application is configured with virtual account functionality. You can verify this by logging into your sandbox merchant portal (opens in a new tab) and checking if the Balances tab is present on the right-hand panel:

Once you have confirmed that the virtual account is enabled, initiate a payment and monitor the Payments tab in the dashboard to track when the payment reaches the SETTLED status. Verify that your internal system has correctly processed the status update.

Initiating Refunds

Verify that you are able to initiate a refund either manually through the dashboard or programmatically via the API for a streamlined, automated process.

Initiating Payouts

Ensure that you understand how to initiate a payout and are able to do so successfully. Payouts can be triggered on demand via the dashboard or configured to run automatically using a scheduler.

Verify webhooks

Ensure that you understand the concept of external payments and are prepared to handle them from an operational standpoint.

Verify webhooks

Verify that your system is correctly receiving all relevant webhooks. Webhook URLs can be configured in the merchant portal (opens in a new tab) under Settings → Webhooks and Callbacks. If virtual account functionality is enabled, you should see additional fields for Refund and Payout status webhooks alongside the standard Payins status webhook.