About payments

BillPro provides flexible payment collection options to help you process payments efficiently across different business models. Here's an overview of how payments work in BillPro.

Initial payments and card registrations

For initial payments and card registrations, you can do the following.

• Take payments over the phone using the virtual terminal
• Send payment links via email or SMS
• Display payment links and QR codes for customers to complete checkout
• Select cards that customers have previously saved

See Collect payments.

Recurring payments

To manage recurring payments for you, BillPro:

• Automatically creates and processes billing events based on your payment schedule and different payment models, including instalments, subscriptions, and metered/usage-based billing
• Lets you manage billing events by rescheduling, merging, skipping or retrying payments. See Manage billing events
• Provides auto-retry capabilities for failed payments
• Sends automated notifications to customers about upcoming and failed payments
• Allows you to schedule ad-hoc payments for metered or usage-based billing. See Charge for metered products

Tracking payments

You can track and manage payments through these BillPro features.

• The Orders list for overall order status and payment details. See Display orders
• The Billing Exceptions list to monitor and recover failed payments. See Monitor billing exceptions
• The Pending Orders list to track orders awaiting payment. See Track pending orders
• The All Processed transactions list for a complete history of payment transactions. See Display all processed transactions

Managing payments

BillPro also provides important payment capabilities, including the following.

• Process full and partial refunds. See Refund payments
• Request card updates when customer cards expire or change. See Update cards
• Automatic collection of outstanding amounts when cards are updated.
• Support for multiple currencies. See Configure currency conversions