Order portal actions on orders

In the order portal, your customers can cancel subscriptions, change payment methods, and download documentation.

Cancel subscriptions

If the order is a subscription, the customer can cancel the order using the Cancel Subscription option at the top of the main screen of the order portal.

After the customer cancels the subscription, in BillPro and the Order Portal, it will have the Complete status.

Update cards

Customers can update cards in the order portal.

Customers add a new card

Within the order portal, to add a new card to an active order, the customer clicks + Add Payment Method.

BillPro opens the 3D-secure checkout iframe and the customer enters their card details.

After BillPro registers the card, it automatically selects it as the main card for the order.

Customers select another card and remove cards

Customers can also select another card, and remove an unselected card.

Customers update cards for expiry or declined payments

BillPro sends card update emails automatically when cards are expiring, or expired, or when payments are declined. For more details, see Notifications.

In these cases, the customer can only update the card, and the order portal displays a red Update card button.

When customers click Update Card, BillPro displays the outstanding amount. When customers enter their card details, they will pay any outstanding amount.

Paused, cancelled, and complete orders

When an order is Paused or Cancelled orComplete, customers can only view their order details and download invoices, receipts, and credit notes. Customers cannot make changes to payment methods or cancel subscriptions.