Create a single payment order

A single payment order charges the full price of one or more single payment products in one payment. With Pre-authorise, you can reserve the amount on the card and capture or release it later.

If your merchant can sell instalments, you can also split a single payment order into instalments.

For the complete documentation index, see llms.txt.

Before you begin:

1. Create one or more single payment products. See Create a single payment product.
2. Create the customer, or have their details ready to add them in the order. See Create customers.

Create the order

1. Open Add Order in one of these ways:

   • On the navigation bar, click + and select Add Order.
   • Go to Orders and click +.
   • In a customer account, click +. The customer is already selected.

2. Select the Customer. To add a new customer, click + beside the field. See Create customers.

3. Optional: enter your own Order ID. If you leave it blank, BillPro creates one.

4. If you're selling in another currency, choose the Currency.

5. Under Products, select a single payment Product and enter the Qty.

6. If the product's price isn't locked, you can change the Amount, the price per unit including tax. Click Show Fee, Discount and Tax to change those too.

7. Optional: to add more products, click Add More Products.

   

8. Under Additional Parameters, choose the options:

   • Split Payments: let the customer pay in instalments. See below.
   • Save Card Details: save the customer's card for future orders. The customer agrees at the checkout.
   • Pre-authorise: reserve the amount on the card to charge later. You can't use it with Split Payments.

9. Optional: enter a Memo. The customer sees it.

10. Optional: click Add Tags to label the order for your own use. You can use the same tags on customers.

11. Check the Summary on the right and click Add Order.

BillPro creates the order as Draft and opens the Payment Details page. Take a payment by phone, or send the customer a payment link. See Collect payments.

When the payment is approved, the order becomes Complete. With Pre-authorise, it becomes Active, and Complete when you capture or reverse the amount. See Capture an authorised amount and Reverse an authorised amount.

Workflow for single payment orders

flowchart TB
  Draft -->|Payment link sent| Pending
  Draft -->|Phone payment declined| Rejected
  Pending -->|Payment approved| Complete
  Rejected -->|Payment approved| Complete
  Draft -->|Payment approved| Complete
  Draft -->|"Pre-authorisation
  approved"| Active
  Pending -->|"Pre-authorisation
  approved"| Active
  Active -->|Captured or reversed| Complete
  Draft -->|Cancel| Cancelled
  Pending -->|Cancel| Cancelled
  Rejected -->|Cancel| Cancelled

Split a single payment order into instalments

If your merchant can accept instalments, the customer can pay for single payment products over time. You can't use this with Pre-authorise.

1. After you add the products, turn on Split Payments.
2. To take a deposit, turn on Collect Deposit and enter the Deposit Amount.
3. Enter Split balance by (count), the number of instalments after the deposit.
4. Choose the Charge Interval and check the Start Date.

BillPro creates an instalment order with your products, and a billing event for each payment. See Create an instalment order.