Order portal preview

BillPro will soon introduce the order portal, giving your customers access to the checkout and to their order and invoices, receipts, and credit notes from an order link in email and SMS notifications.

Order link

When an order is ready, the customer clicks on the Proceed to Checkout button that opens the Checkout. The links in all notifications for the order will open the order portal.

Checkout

When you create an order for the customer, the customer accesses the Checkout.

The checkout displays the order details, which have a different format for each purchase type.

The customer can make a payment or register a card in the secure payment form.

After the payment or card registration succeeds, the checkout will display the success message and the order summary.

This includes the amount paid, refunded or credited, any skipped payments, and the balance of an instalment order.

Single payment orders

If the order is a single payment order, the order becomes complete, and the customer can go to the order portal to display the order details and display the invoice history, including invoice details.

And the customer can download PDF files with an invoice, receipt, and when a refund is made, a credit note.

Recurring payment orders

Recurring payment orders are for instalments, subscriptions, and metered billing.

If the order is a recurring payment order, then after a successful payment or card registration, the order becomes active. The order portal displays the order summary, the customer's stored cards, and the invoice history.

If the order is a subscription, the customer can cancel the order from the order portal.

Customer card management

In the payment method section, the customer can add a new card and remove cards. For card expiry, the customer receives a notification to go to the order portal and update their card.

The order status, order details, and invoice history are updated after each recurring payment.

PDF invoice, receipt, and credit note

The customer can download the order summary and invoice detail, receipt, and credit note in PDF format.

Declined payments

If a recurring payment is declined, the customer receives a notification to go to the order portal and update their card.

Order portal summary diagram

The following diagram summarises the order portal functionality.