Collect payments

This page explains how to collect initial payments, and where to track and manage recurring payments.

Collect initial payments

After you create an order, collect its initial payment. This can be a payment, a pre-authorisation or a card registration.

You collect it through your merchant's payment channels:

• E-commerce, with payment links and iframe checkouts
• Phone payments, with the virtual terminal

What BillPro collects depends on the order type. See Purchase types.

A new order opens on the Payment Details page, where you can:

• Take a phone payment
• Email a payment link
• Send a payment link by SMS
• Display a payment link and QR code
• Use a card the customer saved before: click Use Card beside it.

Instalment, subscription and metered orders always save the customer's card. For a single payment order, turn on Save Card Details when you create the order. The customer must agree at the checkout.

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Saved cards

BillPro saves a secure token for the card. It doesn't store sensitive card data.

After the initial payment:

• BillPro collects recurring payments and retries failed ones automatically.
• You can manage scheduled payments. See Manage billing events.
• Customers manage their cards in the order portal, and you can update cards by phone or by link. See Update cards.
• For metered orders, you add and charge payments yourself. See Charge for metered products.
• Customers download invoices, receipts and credit notes in the order portal. See Order portal overview.

Track and manage payments

For an overview of your payments, see the Dashboard. To track them in detail:

• Orders: the status and payments of each order. See Display orders.
• Payments › Billing Exceptions: failed payments to recover. See Monitor billing exceptions.
• Payments › Pending Orders: orders waiting for the customer to pay. See Track pending orders.
• Payments › All Processed: every transaction. See Display all processed transactions.

To download the data, use the Processed payments report and the Projected payments report.