Update cards

You can update a card in an order when card details change, or if a card has been lost or stolen, or when cards expire. You must update the customer's card separately in each order using the card. If you update the card in the first order, you can go into any other orders and select the same card.

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Automatic collection

When you update a card in an order, BillPro automatically merges and collects all declined and overdue billing events. If you want to make changes to the billing events, do this before you update the card.

BillPro automatically sends email notifications with links to a 3D secure checkout where the customer can update their card and pay the outstanding amount. See Notifications. Or you can send a link or enter card details over the phone.

If the customer wants to add a new card before they will use it in an order, you can add the card directly to the customer's account. See Manage customer cards. Then the customer or user can later select the card for the order.

Update a card

To manage a card update for a customer, do these steps.

1. Open an order for the customer with one of the following methods

   1. From the Customer Account.

      1. Check the cards in the Wallet to see if they are expiring or if the card is already expired or lost or stolen, check the Deactivated Cards.

      2. Select the card and go to Show Related Orders. Do the steps to update the card for each order.

         

2. Open the Order Summary by clicking on the ID or Customer Name. From the gear button options menu, select Payments.

   1. Check if there are any declined or overdue billing events. When you update the card, BillPro will collect the total outstanding amount.
   2. If necessary, you can Merge, Reschedule or Skip billing events. See Manage billing events.

   

3. Contact the customer and ask them to update their card using the link in a previous email notification. If this is not possible, do these steps.

   1. In the Order Summary, from the gear button options menu, select Cards.

   2. From the Registered Cards pop-up.

      • To email the customer to request that they update their card, click Request card update. The customer receives the Card update email notification. See Card expiring and expired and update.
      • To add a new card over the phone, click Add card. BillPro merges the declined and overdue billing events into one new payment. When you enter a card, BillPro collects the merged billing event.

      

      • To change the order to use a different card, select a new card. BillPro merges and collects the declined and overdue billing events.

   

BillPro updates the card and the order status. Refresh the Order Summary page and check that the information displayed is correct.