Display orders
Search, filter, and list orders
The Orders list shows every order with its status, type and amounts. Open an order to see its full details and manage it.
For the complete documentation index, see llms.txt
Display the orders list
Use one of these methods to display orders.
- On the navigation bar, click Orders.
- From a customer account, open the Related Orders tab. To see the orders that use one card, open the Cards tab, click the … menu beside the card and select Show Related Orders.
The Orders list
The cards at the top count the Active, Complete, Failed and Suspended orders. The icon on the left of each row shows the order status. Hover over the icon to see the status name.
To open an order, click its UID or the customer name. A Draft order opens on the payment page, so you can take the first payment. Every other order opens on the Order Summary.
Order status icons
For a full description of each status, see Order status.
| Status type | Icon | Order status | Description |
|---|---|---|---|
| Preliminary | Draft | A new order with no payment or card registration yet. | |
| Preliminary | Rejected | The initial payment or card registration by phone was declined. | |
| Preliminary | Pending | A payment link was sent, but the customer hasn't paid or registered a card yet. | |
| Cancelled | A Draft, Pending or Rejected order was cancelled. | ||
| Live | Paused | A subscription is paused. BillPro collects no payments until it resumes. | |
| Live | Active | An order with recurring payments whose initial payment or card registration was approved, and whose latest payment was approved. | |
| Live | Failed | The latest billing event was soft-declined. BillPro keeps trying to collect billing events. | |
| Live | Review | The customer paid more than the order value on an instalment order. BillPro keeps trying to collect billing events. | |
| Live | Suspended | A billing event was hard-declined. BillPro stops collecting until the customer's card is updated. | |
| Complete | The order is paid in full, or it was marked as complete. |
Order list columns
| Column | Description |
|---|---|
| Created (UTC) | When the order was created. |
| UID | BillPro's unique ID for the order. Click it to open the order. |
| Order ID | Your own order ID. You enter it when you create the order, or BillPro creates one. |
| Customer | The customer on the order. Click the name to open the order. |
| Order Type | Single payment, Instalment, Subscription or Metered. See Purchase types. |
| Order Value | For single payment and instalment orders, the full order amount. For a subscription, the product value without fees or discounts. For a metered order, the initial amount. |
| Currency | The order currency. |
| Count | Payments collected, a slash (/), then the total number of payments. For subscriptions and metered orders, a hyphen (-) replaces the total, because the order runs until it is cancelled or completed. |
| AMT Paid | The total of the approved payments. |
Filter the orders list
- Click Filters.
- Open Status or Type and select one or more values. Admins can also filter by Agent, the user who created the order.
- Click Apply.
Filter by status and type
The list shows the matching orders, and each filter appears as a badge under Filters. To remove a filter, click the x on its badge. To remove them all, click Clear All.
Active subscription orders
To narrow the list further:
- Date: pick a date or a date range.
- Search: enter a customer name, or an order UID to find that order.
- Click a column header with arrows to sort by it.
Orders in other placesYou can also see orders here:
- On the dashboard. See Orders and payments.
- In the Orders report.
- In Payments › Pending Orders. See Track pending orders.
Updated 22 days ago