Manage scheduled payments

Each scheduled payment of a recurring order is a billing event. In this tutorial, you reschedule, skip and merge billing events.

You need an active instalment or subscription order. To create one, see Split payments on an order or Create a subscription.

• On an instalment order, you can reschedule, skip and merge billing events.
• On a subscription, you can reschedule or skip the next billing event.

Reschedule a billing event

1. On the navigation bar, click Orders. Search for the customer's name, then click the order's UID.
2. Open the Billing Events tab.
3. Select a billing event with the Scheduled (calendar icon) or Soft Declined (red cross) status. See Billing event status.
4. Click Reschedule.
5. Pick the new Date. Billing events run in UTC, so convert from your local time.
6. Optional: change the Amount.
7. Click Reschedule.

The billing event has the new date and the Scheduled status.

Skip a billing event

Skip a billing event to cancel that payment.

1. On the Billing Events tab, select a Scheduled, Soft Declined or Hard Declined billing event.
2. Click Skip, then Skip to confirm. You can't undo this.

The billing event shows the fast-forward icon. On an instalment order, BillPro takes the amount off the balance.

Merge billing events

Instalment and metered orders can have several billing events. Merge them to collect them as one payment.

1. On the Billing Events tab, select two or more Scheduled or Soft Declined billing events.
2. Click Merge.
3. Choose when to collect the merged payment: on the date of the last billing event, Process now, or Set new processing date.
4. Click Merge.

The original billing events show the merged icon, and a new Scheduled billing event has the total. To change its amount, reschedule it.

After you reschedule, skip or merge billing events, BillPro emails the customer. The link in the email opens the order portal, where they can see their order and billing history.