Process overpaid instalment orders

BillPro marks an instalment order Review when it needs you to check it:

• Overpaid: the amount collected is more than the order value.
• Underpaid: every billing event was processed, but less than the order value was collected. This can happen if you rescheduled a billing event for a lower amount.

Check these orders quickly to avoid chargebacks. BillPro keeps collecting any scheduled billing events on a Review order.

To list them, open Orders, click Filters, select Status › Review, and click Apply. Review orders have an orange eye icon.

Review orders in the order portal

A Review order shows as Complete in the order portal, so the customer may think they've finished paying. BillPro still collects any scheduled billing events, even on an overpaid order. Resolve these orders as described below.

Workflow for review orders

flowchart TB
  Active -->|"Collected more
  than the order value"| Review
  Review -->|"Refund the extra"| Review
  Review -->|"Skip remaining
  billing events"| Review
  Review -->|Mark as Complete| Complete

Process a review order

1. Open the order. On the Summary tab, compare Net Paid with the order value to find the overpaid amount.

   

2. Refund the extra. You refund each payment separately, to the card that made it, up to its full amount. We recommend full refunds.

   1. Open the Billing Events tab.
   2. Select a collected payment and click Refund.
   3. Enter the Amount and click Refund. See Refund payments.

   

3. If the order still has scheduled billing events, select them and click Skip, so BillPro doesn't collect them. You can also merge them.

4. When the order is settled, click the … menu on the Order Summary and select Mark as Complete. See Mark an order as complete.