Create a single payment order

For a single payment order, you charge the full purchase price of one or more single-payment products in one payment. If your merchant account supports instalment payments, you can also split a single-payment order into instalments.

Before you begin:

1. Create at least one single-payment or instalment product with the payment configuration unlocked. See Create a single payment product or Create an instalment product.
2. Create a customer or obtain the customer's details to create the customer directly in the order. See Create a customer.

Do these steps to create an order for one or more single payment products.

1. Access the New Order pop-up by one of the following methods:

   1. On the navigation bar, select Orders. In the top right corner of the Orders list, click (+).
   2. On the navigation bar, click (+), and select Add Order.
   3. In a customer account, from the gear options menu, select Create Order.

2. Select a Customer, or to add a new customer, click (+), and enter the customer details.

   

3. (Optional) Enter your Order ID, or BillPro will create one for you.

4. If you are selling in a different currency, select a Currency.

5. For the Product, select a single payment product.

6. For the Qty, enter the number of units the customer has requested.

7. If product pricing is not locked, you can do these steps.

   

   1. For the Amount, enter the product's full price, including taxes.
   2. To enter a discount, fee, or tax, click Show options.
      1. (Optional) Select a Discount or select CUSTOM and enter a discount amount.
      2. (Optional) Select a Fee or select CUSTOM and enter a fee amount
      3. (Optional) Select a Tax to display as included in the product's price. BillPro calculates the tax amount.

8. (Optional) To add more products, click + Add Product. BillPro calculates the subtotal and displays all the price amounts in the Order Summary. Adjust pricing for each new product as needed.

   

9. (Optional) To let the customer pay in instalments, select the Split Payments toggle button. This will create an instalment order. See Split a single payment order into instalments below.

10. (Optional) For a single payment order, to store the card in the customer account for use in future orders, select Save card details.

11. (Optional) Enter a Memo that displays for the customer.

12. (Optional) To classify the order, enter or select Tags. Tags are text labels for internal use only. You can assign tags to an order when creating it only, and you cannot change them later. You can use the same tags for orders and customers. As an example of how you can use tags: if you have partners who refer customers or sales agents in the field, you can create a tag for them and then calculate commissions or rewards based on the Order Tags field in the Orders report.

13. Click Create order. BillPro creates a draft order. Bill Pro displays the Order Summary section with the customer details, and the Card Registration section.

Now, you can send the customer a payment request or take a payment over the phone. When the payment is approved, BillPro sets the order status to Complete.

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Refresh button

When you are creating an order, the round arrow Refresh button at the top right of the screen will reset the order by deleting all values.

The following diagram shows the status transitions for a single payment order.

Split a single payment order into instalments

If your merchant account can accept payment in instalments, you can let your customer pay for one or more single payment products in instalments.

1. After you add your products, select Split Payments and enter the payment details. For more details, see Create an instalment order.

BillPro creates an instalment order for one or more single payment products. And BillPro creates a billing event for each scheduled payment for the instalment order.