Manage customer cards

Customers save a card for every instalment, subscription and metered order, and can save one for a single payment order. BillPro stores a secure token for each card. It doesn't store sensitive card data.

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PCI compliance

Enter customer card details in the virtual terminal only.

This page explains how to manage cards in a customer account:

1. See all the customer's cards and the orders that use them.
2. Get customers to update their own cards with payment links.
3. Set a preferred card, and remove cards.

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Update cards on orders

Each recurring order uses one card. To change it, update the card on the order. See Update cards.

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Display customer cards

1. Open the customer account. See Manage customer accounts.
2. Click the Cards tab.

Registered Cards are the customer's active cards. You can choose them for new orders. Removed Cards are cards you or the customer removed, and cards that expired. BillPro doesn't offer them for new orders, but it still charges them on live orders that use them.

Badges show more about each card:

To see the orders that use a card, click the … menu beside it and select Show Related Orders.

When a customer's cards change, update the card on each live order. BillPro doesn't update cards on orders for you.

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Email notifications and payment links to update cards

BillPro sends email notifications with payment links throughout an order.

When you create an order, BillPro sends email notifications to send a payment link and remind customers of their pending orders. The payment links in these emails open the checkout. See Order ready and reminder. After the customer makes an approved payment, pre-authorisation, or card registration, the payment links will open the order portal.

In the order portal, customers can manage their own cards as described below.

There are also specific reminders to update cards. For example, by default, BillPro sends a reminder on the 15th day of the month before a card expires and after a card has expired. See Card expiring and expired and update.

BillPro also sends emails when recurring payments are declined. For example, because a card is blocked or cancelled. See Scheduled payment approved and declined and rejected. And there is a set of notifications for when there are changes to subscriptions. See Subscription renew and paused and resumed.

When you contact a customer, you can ask them to use any payment link in any previous email notification for their order. With the payment link, they can access the order portal and update their card. You can also email them a card update request from the order's Cards tab. See Update cards.

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Customers update cards in the order portal

When the customer picks another card for an order in the order portal, BillPro changes the card on that order.

When the customer removes a card, BillPro moves it to Removed Cards in their account, so it isn't offered for new orders. BillPro still charges it on live orders that use it.

When the customer clicks Add Payment Method, a checkout opens for their card details. BillPro uses the new card for the order and adds it to Registered Cards in their account.

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Set a preferred card

The preferred card is the one BillPro suggests first when you take a payment for the customer.

1. On the Cards tab, click the … menu beside the card.
2. Select Mark as Preferred.

The card gets the Preferred badge. To prefer a different card, mark that one instead.

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Remove a card

You can't delete a card, but you can remove it. The customer can't use a removed card for new orders. To use it again, add it to an order as a new card.

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Removed cards still work on orders

A removed card stays in use on live orders. When the customer gets a new card, update each order. See Update cards.

Customers can also change the card on their orders themselves, with the link in any of their emails.

1. On the Cards tab, click the … menu beside the card and select Remove.

2. Confirm with Remove. The card moves to Removed Cards.

   

3. Under Removed Cards, click the … menu beside the card and select Show Related Orders.

4. For each live order, open it, manage its billing events and update its card. See Update cards.