Update a card and collect payments

Customers can usually manage their own cards in the order portal. This page shows how to update a card yourself, for example when the customer calls you.

When a card is expiring or expired, or a payment is declined, BillPro emails the customer a link to the order portal to update their card. See Notifications.

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Automatic collection

When you update a card, BillPro merges all declined and overdue payments and charges them.

Update a card for an order

You need an order with an expiring card or a declined payment. A hard decline makes the order Suspended. A soft decline makes it Failed.

1. On the navigation bar, click Orders. Search for the customer, such as Jane Smith.
2. Open the Failed or Suspended order.
3. Click the Cards tab.
4. Choose how to update the card:
   • Click Request Card Update to email the customer a link to update it in the order portal.
   • Click Add Card to enter a new card by phone.
   • Under Registered Cards, select another card the customer saved, and click Change.

After the update, check the Cards tab shows the new card, and the Billing Events tab shows the payment was collected.

If the customer has other orders on the old card, update them too. See Update cards.