Process draft orders

When you create an order, and before you take a payment with the virtual terminal or request a payment with a link, the order has a Draft status.

Display draft orders

In the Orders list, a draft order is marked with the draft symbol, which is a blue pen and paper icon. To display these orders, in Filters, for Status, select Draft and apply the filter.

To display old draft orders, you can also add a date range to the filter.

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Cancel old draft orders

We recommend that you create a regular process to cancel old draft orders.

The main action you can take on a draft order is to accept a payment, as described in the following section. Then another section describes the workflow for draft orders.

Accept payments for draft orders

To submit a phone payment for a draft order or send a payment link.

1. In an Orders list, click on the order ID or CUSTOMER to open the Order Summary.

   

2. If the customer previously registered a card, you can select one of their cards. Or send a link to the customer to update their card. The Card Registration section also opens so you can enter a new card. You can also send a payment link by email or SMS, or display the URL or QR code.

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Using an existing card

If your customer selects an existing card for a new order with recurring payments, to check that the card is still valid, BillPro makes another pre-authorisation transaction.

Workflow for draft orders

If you send a payment link for a Draft order, the order status becomes Pending. If a payment with the virtual terminal is declined, the order status becomes Rejected.

When the customer successfully makes a payment or registers a card, then the order will move to an Active status and the other Live statuses, or to a Complete status (if the full amount of the order has been paid).

If you open a draft order but you cannot collect payment right now, you can save the order with a Draft status again. For instalment orders, when the customer makes a successful initial payment or card registration, BillPro adjusts the billing cycles to the activation date.

Finally, you can cancel a draft order. We recommend that you create a regular process to cancel old draft orders.

The following diagram shows the status transitions for draft orders until they are Active (for recurring payment orders, and single payment orders with pre-authorisation) or Complete (for single payment debit orders).