Split payments on an order

Learn how to create an order with two single payment products and then split the payments. When you split payments, BillPro creates an instalment order. For an instalment order, BillPro automatically schedules and collects the payments. In BillPro, all the actions to collect or cancel a scheduled payment are called a billing event .

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Instalment purchase type

To work through this tutorial, your merchant must be able to accept Instalments. This option must be activated in your merchant configuration.

Before you begin:

1. If you already did the basic tutorial to Create an order, you will have a single purchase product. You can edit this basic product to add a price and create a second single-payment product and then skip the first step here.

Create two basic single purchase products

To create a basic product, do these steps.

1. On the navigation bar, click (+) and select Add Product. The New Product section opens.

2. Enter a Product Name.

3. (Optional) Enter a Price.

4. Click Save.

5. From the Product Page, make a note of the Product ID. You can use this identifier to search for your product.

Repeat to create a second single purchase product. For more details, see Create an order.

Create an order with single purchase products

The first step is to create an order and add two single-payment products.

1. On the navigation bar, click (+) and select Add Order. The New Order section opens.
2. For the Customer, enter text from the customer name to filter and select your customer. To receive a payment link, the customer must have a valid email address before you select them in the order. You can also add a new customer, by clicking the (+) button.
3. For Products, select and enter a product with these steps
   1. Enter text from a product name to select a product.
   2. For the Qty, enter the number of units to sell to the customer
   3. For the Amount enter the price of the product.
4. Click + Add Product and enter another product with the same steps.

Split the payments of the order

You can split an order for single-payment products into multiple payments to create an instalment order.

1. Scroll down to Additional Parameters, and click Split Payments.
2. For Initial Amount, enter an amount to be charged immediately, or deselect Collect Deposit.
3. In Split balance by (number), select or enter the number of scheduled payments.
4. For Recurring Collection Interval, select the time between scheduled payments (billing events). You can select standard intervals, such as month or quarter, or a custom interval.
5. For Recurring Start Date, you can set the date and time of the first billing event, when BillPro will collect the first instalment.
6. In the Memo, you can enter a message for the customer.
7. Click Create order.

Accept a payment from the customer

To activate the order, the customer pays the deposit and saves their card details for the scheduled payments. You can enter the card details over the phone in the virtual terminal or send a payment link to the checkout.

If you send the customer a payment link, when they open the link, the checkout displays the order details.

The customer must select the checkboxes to save the card details and accept the terms and conditions and privacy policy. Then the customer clicks Checkout.

The checkout opens and the customer enters their card details in the payment iframe. Then the customer clicks Pay Now.

After the payment is approved, BillPro displays the Payment Successful screen with a link to the order portal.

Check the active order in BillPro

After the customer pays the deposit, the order has an Active status in BillPro. BillPro creates the billing events for the instalment payments. You can display them in the Schedule Details section of the order summary.

Congratulations! You have now created an instalment order in BillPro.