BillPro now has a customer order portal. The checkout and order management flow in BillPro changes to use the order portal.

For a full overview of the order portal, see Order portal overview.

Order portal functionality

From the order portal, the customer can view their order, and download an order summary in PDF format. The customer can also view their billing history. In addition, you can activate the option to generate PDF invoices, receipts, and credit notes. Then the customer can download them from the order portal.

If the order has recurring payments, the customer can manage their cards (by adding a payment method, selecting another payment method, or removing an unused payment method). If a card is expiring, expired, soft-declined, or hard-declined, the customer can update the card only.

If the order is a subscription, the customer can cancel their order from the order portal.

There are also some some small differences between the order portal and the BillPro UI, which are described in the Order portal overview.

To start using the PDF invoicing feature, see Activate PDF invoices, receipts, and credit notes.

Workflow changes

A payment link now opens the order portal checkout. After the customer successfully makes an initial payment (or authorisation or card registration), the customer can click a link to open the order portal.

flowchart LR 
 A[payment link] --> B[checkout] -->|approved|C(order portal)  
classDef yellow fill:Ivory,stroke:#333,stroke-width:0.5px
classDef orange fill:NavajoWhite,stroke:#333,stroke-width:0.5px
classDef pink fill:Pink,stroke:#333,stroke-width:0.5px
classDef blue fill:#cfefff,stroke:#333,stroke-width:0.5px
classDef white fill:white,stroke:#fff,stroke-width:0.5px
classDef lilac fill:GhostWhite,stroke:#333,stroke-width:0.5px
classDef green fill:HoneyDew,stroke:#333,stroke-width:0.5px
classDef grey fill:#eee,stroke:#333,stroke-width:0.5px
linkStyle default stroke:#333,stroke-width:0.5px,color:#333
class A blue
class B blue
class C pink

After the initial payment, all payment links, including the initial payment link, will now open the order portal. The new functionality described above is now available to the customer in the order portal.

flowchart LR 
 D[payment link] --> E(order portal)  
 E --> F(view order) 
 F --> M(download order
 summary)
 E --> G(manage cards) 
 E --> H(billing history)
 H --> J(download invoices,
 receipts, and
 credit notes)
 E --> I(cancel 
 subscription)
classDef yellow fill:Ivory,stroke:#333,stroke-width:0.5px
classDef orange fill:NavajoWhite,stroke:#333,stroke-width:0.5px
classDef pink fill:Pink,stroke:#333,stroke-width:0.5px
classDef blue fill:#cfefff,stroke:#333,stroke-width:0.5px
classDef white fill:white,stroke:#fff,stroke-width:0.5px
classDef lilac fill:GhostWhite,stroke:#333,stroke-width:0.5px
classDef green fill:HoneyDew,stroke:#333,stroke-width:0.5px
classDef grey fill:#eee,stroke:#333,stroke-width:0.5px
linkStyle default stroke:#333,stroke-width:0.5px,color:#333
class D blue
class E pink
class F pink
class G pink
class H pink
class I pink
class J pink
class M pink

Apple Pay and Google Pay are automatically available with Stripe.

With CardCorp, most of our acquirers support these wallets. You can ask BillPro Merchant Support to enable Apple Pay and Google Pay in the BillPro checkout.

If you want to integrate your website with the custom checkout, you will need to do additional configuration steps, as described at Integrate with custom checkout and payment iframe.

The BillPro App and API are now available with the base URL of https://app.bill.pro/.

The test environment is now available with the base URL of https://test.bill.pro/.

When creating a single payment order, you can select the new Pre-authorise option to authorise the payment, which will reserve an amount on the customer's card for a few days.

If the payment is authorised, the order status becomes Active.

The authorised payment with the type of pre-authorisation (PA) is in the Related Transactions list.

For the authorised payment, you can click the round arrow buttons to do one of these actions:

• Capture the payment to charge the card; or
• Refund the payment to reverse the pre-authorisation and release the reserved funds from the customer's card.

When you capture the payment, you can capture the full amount or enter a partial amount to capture in Stripe.

After the capture is processed, the status of single payment order becomes Complete.

The capture transaction appears in the Related Transactions list with the transaction type of CP for CardCorp or DB for Stripe. You can use the round-arrow Refund button to make a full or partial refund, as for any debit (DB) transaction.

The amount of time that a payment is held before it is automatically released depends on the issuing bank but it is usually around one week.

This dual flow for single payment orders introduces a new use of the Active order status in BillPro. A single payment order with the pre-authorise option first becomes Active until the authorised payment is captured or reversed, and then it becomes Complete.

There have also been changes to the email notifications.

1. The Order is Ready email has "Authorisation Amount" to let the customer know that the payment will be authorised for later collection.
2. When the payment is authorised, a Payment Confirmation email is sent with the subject "Your card was authorised".

In the BillPro UI, you can also use the Pre-authorise option after you deselect the Split Payments option for an instalment product, because this creates a single-payment order.

BillPro has introduced changes to customer roles, including:

• All users can list profiles as part of the new profile feature and the admin user can view profiles as well as merchant details.
• The accountant user role has increased access, including orders and customers.
• Dashboard access has been removed from the normal and restricted user roles.

For full details, see User roles

In the May 2025 release of BillPro, you must register cards in orders. The functionality to register cards in the customer wallet has been removed.

BillPro now offers an integration with Stripe Connect. Users can add an existing Stripe account or sign up for a new one from BillPro. The integration creates the merchant automatically in BillPro and the user only needs to complete the configuration.

There are also some small differences in functionality:

• Stripe has its own automatic low-value pre-authorisation amount, so this option is automatically configured
• You must always add a card to an order. You cannot add a card to the customer's wallet
• You cannot integrate with a custom checkout and payment iframe

Profiles allow you to manage multiple merchant business cases with the same user. In the UI, this means that you can switch profiles without logging out and logging in again. In the API, you must send the profile ID with each request.

Profiles in the UI

If you can access multiple profiles, select from the Profiles menu in the top right corner when you sign in.

When working in BillPro, to switch to another profile, go to the user icon menu in the top right corner and select the profile.

BillPro switches to the selected profile and displays the Orders list for the selected profile.

To display the details of the current profile, from the user icon menu in the top right corner, select Profile.

Manage users

To manage users, first select a profile and then go to the user icon menu and select Users. BillPro displays the users of the current profile. When you edit a user, you can change the profiles that the user can access.

Profiles in the API

If you are using the BillPro API and you have more than one profile, you must include the profile_id as a query parameter with all requests.

👍

New integrations only

This change does NOT affect existing API users with access to one profile only. You do not need to update existing integrations to add the profile_id query parameter.

To obtain the profile ID for each merchant that you can access:

1. Go to the user icon menu and select Users
2. Next to your API user, click the eye display button beside the user. BillPro displays the User details.
3. Under Merchants, the list displays the IDs and names of the profiles you can access.

The following screenshot displays a user that can access two merchants with IDs of 5 and 1.

Here is an example of the request to list the customers of the merchant with a profile ID of 1, which is the Examply merchant.

curl --request GET \
     --url 'https://test.billing.gg/api/v1/customers?page=1&profile_id=1' \
     --header 'Authorization: Bearer YOURAPIKEY' \
     --header 'accept: application/json'

If you have more than one merchant, you must send the profile_id parameter with all API requests.

With CardCorp merchant accounts, you can integrate with a custom checkout.

As a security measure to comply with PCI-DSS 4.x, when you create an order with a custom checkout, the API returns the integrity hash as part of the response.

When you load the payment iframe with JavaScript, include the integrity hash.

In addition, to comply with PCI-DSS 4.x, on your payment page, you should implement a Content Security Policy (CSP) and use change detection scans and notifications.

See Integrate with custom checkout and payment iframe.

You can pause and restart subscription orders with the API. See Pause order and Resume order.

You can cancel orders by the order ID. There is only one endpoint to cancel orders, from which the API will cancel orders that have a preliminary status (draft, pending, and rejected), and mark as complete the orders that have a live status (active, failed, suspended, paused, and review). See Cancel order