Display order details
View order details, payment details, events, notes, and tags
The Order Summary shows everything about an order: its status and amounts, the customer, the cards, every payment, and a log of what happened.
To open an order:
- On the navigation bar, click Orders.
- Find the order. Use the page controls, Search by customer name or UID, or Filters. See Display orders.
- Click the order UID or the customer name.
A Draft order opens on the payment page instead, so you can take the first payment. See Process draft orders.
Order Summary tabs
The tabs on the left open each part of the order.
| Tab | What it shows |
|---|---|
| Summary | The status, payment configuration and amounts |
| Customer | The customer's contact details and address |
| Cards | The card used for the order and the customer's other cards. See Update cards. |
| Billing Events | Every scheduled and processed payment, with its transactions. See Manage billing events. |
| Products | The products on the order |
| Order Logs | A record of every action on the order. See Display the order log. |
| Notes & Tags | Your notes and the order's tags |
Pending orders have no Cards or Billing Events tab until the customer pays.
Summary
The Summary tab shows the order status, the customer and the order's Unique ID, then its payment configuration and amounts.
The Summary tab of an instalment order
To manage the order, click the … menu at the top right. The actions depend on the order status and type, such as Mark as Complete, Pause Order or Cancel Order.
The order menu
Payment configuration
Some fields only appear for some order types.
| Field | Description |
|---|---|
| Order Type | See Purchase types. |
| Channel | ECOM for e-commerce or MOTO for phone payments. BillPro sets the channel when the card is registered. A 3DS-verified payment always uses ECOM. |
| Auto Retry | Enabled if BillPro retries soft-declined billing events on this order. BillPro disables it after the last retry. See Auto-retry billing events. |
| Invoice ID | Your order ID, entered when the order was created or generated by BillPro. |
| Created Date (UTC) | When the order was created. |
| Initial Date (UTC) | When the first payment was scheduled. Not shown for single payments. |
| Repeated Start (UTC) | When the first repeated payment is scheduled. Instalments and subscriptions only. |
| Successful Payments | Payments collected, a slash (/), then the total. For subscriptions and metered orders, -- replaces the total, because the order runs until it is completed or cancelled. |
| Charging Interval | How often billing events run. Unscheduled for metered orders. |
| Duration | How many billing events are scheduled. |
| Created by | The user who created the order. |
Payment amounts
| Field | Description |
|---|---|
| Currency | The order currency. |
| Total to be Paid | Single payment orders only. |
| Initial Amount | The first payment. |
| Repeated Amount | Each repeated payment, for instalments and subscriptions. |
| Successful Paid | The total of approved payments. |
| Skipped Amount | The total of skipped payments. |
| Refunded | The amount returned to the customer. |
| Net Paid | Successful Paid - Refunded. |
| Balance | Instalments only: Total to be Paid - Successful Paid - Skipped Amount. |
Payment schedule
The Billing Events tab lists every payment on the order: collected, scheduled, declined or skipped. The status icon on each row shows where the payment stands. See Billing event status.
The payment schedule on the Billing Events tab
Notes and tags
Use notes to record information about an order, such as a call with the customer. Use tags to group orders. The Orders report includes each order's tags.
- Open the Notes & Tags tab.
- To add a note, type it and click the send button.
- To add a tag, click Add Tags. To remove one, click the x on the tag.
The Notes & Tags tab
Customer details
The Customer tab shows the customer's details as they were on the order: ID, name, email, phone, date of birth and address.
The Customer tab
To open the full customer account, click the customer name on the Summary tab.
Product details
The Products tab shows each product on the order, with its quantity, amount, discount, fee and tax. A single payment order can have more than one product.
The Products tab
To open the product in your catalogue, click its name.
Product details can differ from the catalogueThe Products tab shows each product as it was when the order was created. If you changed the product since then, or if its price wasn't locked, the order can differ from the catalogue.
Updated 13 days ago