Manage customer cards

You can use BillPro to manage your customers' cards and accept payments. We recommend that you get customers to enter and update their card details for their orders using payment links. Customers must save a card for subscriptions, instalments, and metered orders. For single payment orders, the customer can save their card for future orders. BillPro does not save sensitive card data.

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Update card details in orders

This page describes how to manage cards at the customer account level, but if card details change, you must always update cards in orders. See Update cards.

Display customer cards

A customer's active cards are available in the Customer Account in the Wallet. From here, you can set a preferred card for the customer, and you can also deactivate any cards with issues. BillPro highlights cards that are expiring with a yellow star.

A customer's inactive cards are in the Customer Account in Deactivated Cards. If you deactivate a customer card, it has a status of Forgotten. If the card expires, BillPro automatically forgets it and marks it as Expired.

If there are changes to cards in the customer's wallet, you must also update cards in all current orders. BillPro does not automatically update orders when there are changes to cards in the customer's wallet.

Customers can manage their own cards with links

Customers can use the links in email notifications to add cards to their orders. The email notifications to send a payment link and remind customers of their pending orders contain 3D secure payment links. See Order ready and reminder.

To update cards, 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. It also sends emails when billing events are declined, for example, because a card is blocked or cancelled, and before each subscription payment. See Scheduled payment approved and declined and rejected and Subscription renew and paused and resumed.

When you contact a customer, they can use a checkout link in a previous email. The link remains valid until the transaction is approved.

You can also manually send the customer an email notification with a link to update their card details. See the Card Details Update notification at Card expiring and expired and update.

Set a preferred card

You can mark a card as the preferred card in the customer's wallet to make it faster and easier to select at the checkout.

To mark a card as the preferred card, do these steps.

1. Display the Customer Account and open the Wallet.

2. Next to the customer card, from the options menu, select Mark as preferred.

   

BillPro moves the card to the top of the Wallet and displays a star beside the card.

When you create an order, the preferred card displays with a highlight box and a star.

You can change the preferred card to another one by selecting the new card.

If the customer would like to remove the preferred card setting and have no preferred card, deactivate the preferred card and add it again in an order, or get the customer to add their card again with a checkout link. You don't need to update all existing orders because they will keep using the previous card.

Deactivate a card

You cannot delete a card from the wallet, but you can deactivate it with the Forget card option. When you deactivate a card, the customer can't use it for new orders. To use the same card again, you or the customer must add it to an order as a new card.

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Deactivated cards are still active in orders

A deactivated card remains in use in live orders, and if the customer obtains a new card, you must update each order that will use the new card to add the card. See Update cards

To deactivate a card, do these steps.

1. Edit the Customer Account.

2. Go to Wallet, and open the card's options menu, then select Forget Card.

   

   BillPro moves the card to the Deactivated Cards section.

3. In the Deactivated Cards section, select the FORGOTTEN card, and from the options menu, select Show Related Orders.

   

4. Check for live orders using the card. For each order, to open the Order Summary, click on the ZUID. Then, manage the billing events and update the card for the order. See Update cards.