Create an instalment order

An instalment order charges an optional deposit, then collects the rest in scheduled payments called billing events.

Before you begin:

1. Create a single payment or instalment product. See Create a single payment product or Create an instalment product.
2. Create the customer, or have their details ready. See Create customers.

Create the order

1. On the navigation bar, click + and select Add Order. Or go to Orders and click +, or click + in a customer account.
2. Select the Customer, or click + beside it to add one.
3. Optional: enter your own Order ID, and choose the Currency.
4. Select an instalment Product and enter the Qty. For single payment products, turn on Split Payments after you add them. See Create a single payment order.
5. If the price isn't locked, you can change the Amount. Click Show Fee, Discount and Tax for the rest.
6. If the payment configuration isn't locked, you can change it under Additional Parameters:
   • To take a single payment instead, turn off Split Payments.
   • To charge a deposit, turn on Collect Deposit and enter the Deposit Amount. Without a deposit, BillPro registers the card with a small pre-authorisation.
   • Enter Split balance by (count), the number of instalments.
   • Choose the Charge Interval, or Custom with a count and unit.
   • Check the Start Date of the first instalment, in UTC. By default, it's one interval after today.
7. Optional: enter a Memo for the customer, and Add Tags.
8. Check the Summary and click Add Order.

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End of month collection

If the start date is the last day of a month, BillPro collects every instalment on the last day of the month.

BillPro creates the order as Draft and opens the Payment Details page. Take the deposit or card registration by phone, or send a payment link. See Collect payments. When it's approved, the order becomes Active and BillPro schedules every instalment.

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Instalment schedule

You can't add billing events to an instalment order. When you manage billing events, check that you still collect the right total. To collect an extra payment, create a separate single payment order.

Status flow for instalment orders

flowchart TB
  Draft -->|Payment link sent| Pending
  Draft -->|Phone payment declined| Rejected
  Pre["Draft, Pending or Rejected"] -->|"Deposit or card
  registration approved"| Active
  Active -->|Soft decline| Failed
  Failed -->|"Retry or next
  payment approved"| Active
  Active -->|Hard decline| Suspended
  Failed -->|Hard decline| Suspended
  Suspended -->|Card updated| Active
  Active -->|"All instalments
  collected"| Complete
  Active -->|"Collected more
  than the order value"| Review
  Review -->|Mark as Complete| Complete
  Pre -->|Cancel| Cancelled