Display order details

View order details, payment details, events, notes, and tags

To display and manage an order, do these steps.

  1. In the navigation menu, go to Orders.
  2. If the order is not shown on the first page, in most recent date order, you can use the page controls to move through the pages.
    Or in Filters, for ZUID, enter the order ID, or text to search for the order by customer name, or select from the order filters, and click Apply.
  3. In the Orders list, click the order ID or the CUSTOMER.

The Order Summary will display the order details, customer and product details, and any Related Transactions for payments made by the customer.


Order details

The Order Summary contains a panel of order details, which includes the payment configuration and the payment amounts.

The Order details panel displays the payment information

The Order details panel displays the payment information

In the Order Summary, there are two menus for managing orders.

To access the order actions menu, click the toggle switch button.

Order actions menu

Order actions menu

To access the order options menu, click the gear switch button.

Order options menu

Order options menu


Payment configuration

The order details panel can include the following payment configuration, depending on the order type.

FieldDescription
Customer nameClick to open the customer account
Billing addressThe customer's billing address
Merchant Transaction IDThe system identifier of the order with a prefix of ZUID-
Customer EmailThe email to use for notifications
Invoice IDThe merchant's order ID, which was entered by the merchant or automatically generated by BillPro
Order TypeSee Purchase types
ChannelThe channel abbreviations are ECOM for ecommerce and MOTO for mail order telephone order. The channel is defined by the card registration, but it can change depending on the payment processing flow. For example, a payment with the virtual terminal that requires 3DS will always be processed in the ECOM channel.
Card Details SavedFor a single payment order, if the customer saved their details when paying. For orders with recurring payments, BillPro saves the card details automatically.
Auto RetryIf the automatic retry is activated for the order. If auto-retry is activated for your merchant, BillPro retries billing events that were soft-declined for the number of attempts configured in your merchant account and then disables the auto-retry. See Auto-retry billing events
CurrencyThe order currency
Initial DateDate and time that the order was created
Repeated StartDate and time of the first repeated payment
Successful paymentsThe number of payments collected successfully, a slash (/), and the total number of payments that the customer will make. For a subscription or metered order, the two hyphens (--) after the slash represent an unknown total number of payments because the order is active until cancelled.
Charge intervalHow often the billing events are scheduled, or for metered orders it is Unscheduled
DurationHow many billing events are scheduled, or for subscription and metered orders it is Order Good Until Cancelled. To cancel an order with recurring payments after it is made active with the first payment, mark it as Complete.
Created byThe email address of the agent who created the order

Payment amounts

The payment amounts section of the order summary can include the following details

FieldDescription
Total to be PaidFor single payment and instalment orders
Initial AmountThe amount of the first payment
Repeated AmountThe amount of the repeated payments for subscription and instalment orders
Successful PaidThe total amount of approved transactions
RefundedThe amount returned to the customer
Net PaidThe successfully paid amount minus the refunded amount
BalanceFor instalment orders, the total amount minus the net paid amount
Skipped AmountThe total amount of skipped payments


Display the payment schedule

To display the billing event schedule, in the Order Summary, open the Schedule Details section.

The Schedule Details section displays the billing events for the order with a billing event status symbol. For more details, see Billing event status


Create order notes

To record information about an order, create notes. You can view and enter Notes when you display the Order Summary.

Display and create notes for an order

Display and create notes for an order


Group or classify orders

To group or classify orders, you can create Tags when you create an order. When you edit a draft order, you can modify Tags. When you display an order, you can display Tags but you cannot modify them. The Orders report includes the tags on each order.

Display tags for an order

Display tags for an order



Display details of the customer

To display the details of the customer associated with the order, open the Customer Details section on the right side of the Order Summary page.

Display the details of the customer in the order summary

Display the details of the customer in the order summary

To open the full customer record, click on the link icon beside the customer name at the top of the order summary.


Display product details

To display the details of the products in the order, on the Order Summary open the Product Details section. The product details that display here are the product details of the order, which includes the price of the product when you created the order. Note that for single payment products, there may be more than one product in the order. The product ID shown is the merchant's product ID.

Display product details for an order

Display product details for an order

To display the full details of the original product in the product catalogue, click on the Product name link.

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Product details may differ in orders

If you make changes to your products, or if you did not lock pricing and payment configurations in your product, the details of a product in an order may be different from in the product catalogue.


Recommended reading

Find out about displaying events for your order