Create orders

Orders in BillPro let you sell products to customers and process payments in a way that matches your business needs. Each order is tied to a specific customer and includes one or more products and payment details.

Order types

BillPro supports four types of orders, and you can use the order types that your acquirer has configured for your merchant account and business model.

• Single payment orders for one-time purchases, which can include multiple products
• Instalment orders that split payments across multiple scheduled billing events
• Subscription orders for recurring fixed payments until cancelled
• Metered orders for variable usage-based payments

Requirements to create orders

To create orders, you'll first need:

• At least one product in your catalogue.
  • The product defines the initial pricing and payment configuration for an order. See Create your product catalogue.
  • If the product's pricing and payment configuration are not locked, you can then change them in the order. For more details, see Product configuration explained
• Either an existing customer or their details to create a new customer during order creation. See Create a customer.

Order creation methods

You have multiple ways to create and manage orders in BillPro.

• Through BillPro's user interface, which is ideal for phone sales and agent-assisted transactions
• Via API integration with your existing systems like your CRM or website. See Orders
• Using a hybrid approach where you create orders programmatically, but agents process payments.

Managing orders in BillPro

Once you create an order, you can manage it in BillPro with the following features.

• Collect a payment or register a card for the order to activate recurring payment orders or complete a single-payment order.
• Track an order's status as it moves through the order statuses from draft to termination.
• View transaction history and card registration details
• Monitor payment schedules and billing events
• Send payment reminders and request card updates
• Manage billing events to retry failed payments and recover outstanding payments.
• Add notes and tags to help organize and manage orders
• Generate reports on order activity
• Manage order status, for example, pausing and restarting subscriptions and cancelling orders.