Manage orders

In BillPro, orders are central to accepting payments and selling products. An order represents a customer's purchase and contains all the essential information about the transaction, including:

The product(s) being sold
The customer's details and card registrations
Payment configuration
Payment status and history
Billing events and schedules

Order Statuses

Orders in BillPro fall into three main categories based on their status:

Preliminary Orders

Draft: New orders with no payment activity.
Pending: Orders awaiting customer payment or card registration via a payment link or after such payment was declined
Rejected: Orders where an initial phone payment or card registration attempt was declined

Live Orders

Active: Orders with an approved payment or card registration and successful ongoing billing
Failed: Orders where the most recent payment was soft-declined due to a temporary card issue
Suspended: Orders where payment was hard-declined due to a permanent card issue and the payment cannot be retried
Paused: Subscription orders that are temporarily stopped
Review: Instalment orders that have collected more than the order value

Final Statuses

Cancelled: Preliminary orders that were cancelled before activation
Complete: Orders that are fully paid or manually marked as complete

Managing the Order Lifecycle

In BillPro, you can manage orders through their entire lifecycle. Each order type has specific workflows and management options based on its status and payment configuration. Here are some references to the documentation for the main order management steps.

Order management step	References
Create new orders	Create orders
Process payments via virtual terminal or payment links	Collect payments Process draft orders Process pending orders
Handle declined initial transactions	Process rejected orders (for virtual terminal payments)
Track payment status	Track payments and orders
Manage billing events and payment schedules	Manage billing events
Manage declined recurring payments	Process failed orders Process suspended instalment orders Process suspended subscriptions Process active orders with failed billing events
Manage subscription orders	Pause a subscription Process suspended subscriptions
Update customer card details	Update cards
Cancel orders or mark them as complete	Cancel an order Mark an order as complete