Collect payments

This section describes how to collect initial payments and also how to track and manage recurring payments.

Collect initial payments

After you create an order, the next step is to collect an initial payment. The initial payment can be a payment, pre-authorisation, or card registration.

You can collect the initial payment through the payment channels available to your merchant. The main payment channels are:

• e-commerce with Payment links and iframe checkouts
• phone payments with the Virtual terminal.

BillPro collects different initial payments depending on the order type. See Initial payments.

To collect initial payments, you can:

• Take a phone payment
• Email payment link
• SMS payment link
• Display a payment link and QR code
• Select a card that the customer previously saved.

Customers must save their cards for instalments, subscriptions, and metered orders. For single-payment orders, if you select Save card details in the order, the customer must accept it at the checkout.

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Save card details

BillPro saves a secure token to represent the card, it does not save sensitive card data.

In addition to initial payments:

• BillPro automatically collects recurring payments and retries failed payments.
• You can manage billing events for scheduled payments. See Manage billing events
• Customers can manage cards in the order portal and you can update cards over the phone or via payment links. See Update cards
• For metered orders, you can submit payments to charge the customer's card directly. See Charge for metered products. And you can schedule payments. See Charge for metered products
• The order portal gives customers self-service download of invoices, receipts, and credit notes. See Order portal overview

Tracking and managing payments

To get an overall view of your payments, check the Dashboard.

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

Finally, the Processed payments report and the Projected payments report enable you to download all the data on previous and upcoming payments.

The following video shows how you can manage payments and obtain payment data in BillPro.