Process draft orders

A new order has the Draft status until you take a payment with the virtual terminal or send the customer a payment link.

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Cancel old draft orders

Set up a regular process to cancel old draft orders.

To list draft orders, open Orders, click Filters, select Status › Draft, and click Apply. To find old drafts, also pick a Date range. Draft orders have a blue pen-and-paper icon.

Workflow for draft orders

• Send a payment link, and the order becomes Pending.
• Take a payment by phone that is declined, and the order becomes Rejected.
• When the payment or card registration is approved, a recurring order or a pre-authorised single payment becomes Active. A single payment becomes Complete.
• You can also cancel a draft order.

flowchart TB
  Draft -->|Payment link sent| Pending
  Draft -->|Phone payment declined| Rejected
  Draft -->|"Payment or card registration approved:
  recurring order or pre-authorised single payment"| Active
  Draft -->|Single payment approved| Complete
  Active -->|"Pre-authorisation
  captured or reversed"| Complete
  Draft -->|Cancel| Cancelled

Take the payment for a draft order

1. In the Orders list, click the order UID or customer name. A draft order opens on the Payment Details page.
2. Take the payment in one of these ways:
   • By phone: enter the card details in the virtual terminal and click Pay Now. See Take a phone payment.
   • With a saved card: if the customer has saved cards, click Use Card beside the card.
   • With a link: click Email Link, SMS Link or URL and QR. See Collect payments.

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Using a saved card

When a customer uses a saved card for a new recurring order, BillPro makes a pre-authorisation first to check that the card is still valid.

If you can't take the payment now, click the … menu and select Save as Draft. The order keeps its Draft status. To change the order first, select Edit.

For instalment orders, BillPro moves the billing schedule to start from the date the order activates.