Mark an order as complete

Close a live order by marking it as complete

An order has one of the live order statuses when the order has recurring payments and the customer's initial payment or card registration was approved. You cannot cancel a live order, but you can mark the order as Complete.

When an order is Complete, BillPro will not collect any scheduled billing events. You can refund payments, but you can't make any more changes to the order.

In the Orders list, a Complete order is marked with a dark blue tick mark in a circle.

Completed orders in the orders list.

Completed orders in the orders list.


Workflow for marking orders as complete

You can mark an order with any of the Live order statuses as Complete. But if you mark a Failed or Suspended order as complete, BillPro will not collect the outstanding payments.

If an order is not Live, because a payment or card registration has not been approved, it has one of the Preliminary order statuses, and you can cancel the order. See Cancel an order.

Cancel preliminary orders and mark live orders as complet

Cancel preliminary orders and mark live orders as complet

A single payment order automatically becomes Complete after the initial payment. An instalment order automatically becomes Complete when all the billing events have been collected for the amount of the order. If you collect more than the amount of the order, the order has a Review status. Review orders do not automatically become complete. And subscription and pay-per-use orders do not automatically become Complete.


Mark an order as complete

To mark an order as Complete, do these steps.

  1. Access an Orders list, for example, by one of the following methods:

    1. From the navigation menu, go to Orders
    2. From a Customer Account, in the Related Orders section
    3. From Payments > Billing Exceptions
  2. Click on the order ZUID or customer name to open the Order Summary.

  3. From the order actions menu, beside the gear options menu, select Mark as Complete.

    Mark a live order as complete

    Mark a live order as complete

BillPro marks the order as complete and does not collect any more scheduled payments. The uncollected scheduled payments of an instalment order are marked as cancelled.


Recommended reading

If your order is in a preliminary state, you can cancel the order.