Activate BillPro with Stripe

To sign up to use BillPro with Stripe, do these steps:

1. Go to https://app.bill.pro
2. Enter your name and email address
3. Enter your basic business details
4. Select Stripe as your payment processor
5. Complete the Stripe signup process.

After you sign up to use BillPro with Stripe, BillPro will take you to the steps to complete your profile as shown in the following video.

The steps shown in the video are also described here.

Step 1

1. Check your Company Information and enter any missing details.

   

2. Enter your customer service contact email, phone number, and business and legal information.

   

BillPro displays your contact details and billing descriptor in the email notifications with payment links and on the secure checkout.

Why do you need to enter business details?

You should enter business details to comply with card scheme and legal requirements.

BillPro displays your company information for your customers, for example, on the Secure checkout and in the payment Mandate agreement notification.

The card schemes require you to send customers a mandate agreement for orders with recurring payments (instalments, subscriptions, and metered billing).

To accept online payments, the card schemes require your website to have terms and conditions. Privacy laws such as GDPR and DPA require your website to have a privacy policy.

On the Secure checkout page, BillPro links to your terms and conditions and privacy policy, and your customers must accept them. The links are also in the Mandate agreement. To create your documents, you can use online resources and generator tools, such as those provided by Shopify (for terms and conditions), and ICO (for privacy policies in the UK).

Step 2

Processing details

BillPro will automatically allow all the purchase types available for your Stripe account, but we recommend that you deselect the purchase types that you don't need for your business.

All businesses can use Single Payment for one-time purchases, and to pre-authorise funds for deposits and reservations.

Then, you can also select the following recurring purchase types:

• Instalment for purchases paid over time with a configurable deposit amount and payment schedule
• Subscription for recurring billing with a fixed price charged periodically
• Metered For usage-based or pay-per-use billing, which is flexible based on consumption.

These options determine the types of products and orders you can create and the payments you can schedule.

Payment link reminders

You can use BillPro to send email notifications to your customers with payment links to open a secure checkout.

After you send an email or SMS payment link to customers or create an order in the API, BillPro can automatically send reminder emails for these pending orders, which customers have not paid yet.

By default, BillPro sends one email every two days after an initial payment request, with a total of 3 reminder emails, which is the maximum number. You can also send reminders manually from within an order using the Email Reminder Link option, and this is independent of the automatic reminders.

For an example of the automatic reminder email, see Order ready and reminder emails. The reminder SMS is the same as the Order ready SMS, but BillPro doesn't send it automatically. See also Process pending orders.

Auto retry

BillPro automatically collects recurring payments on a schedule for instalments, subscriptions, and metered billing. If these payments fail for a temporary reason, BillPro can automatically retry them.

In other words, after a billing event fails with a soft decline, the issue may resolve without your intervention, for example, if the decline was caused by a lack of funds and the customer added more money to their account. For this reason the card schemes allow you to retry a soft-declined transaction up to 15 times within 30 days.

By default, BillPro will make 3 automatic retries, with one retry every 2 days after the scheduled collection date of the soft-declined billing event. When BillPro consumes all the automatic retries, it deactivates the auto-retry functionality. Manual retries are independent of the automatic retries. If the payment is approved (or hard declined), then BillPro stops the automatic retries.

The auto-suspend option shown in the video is not available in the current version of BillPro with Stripe. Please contact BillPro Customer Support for more information.