Update cards

This section describes how customers can update their own cards in the Order Portal and how you can update cards in BillPro.

For the complete documentation index, see llms.txt

Customers add or update cards in the order portal

Customers open the order portal from the payment links in their emails. The links go to the checkout for the first payment, and to the order portal after that.

Customers add new cards

To add a card to an active order, the customer clicks Add Payment Method under Payment Method. BillPro opens a 3D Secure checkout, and the customer enters their card details. BillPro then uses the new card for the order.

Customers choose another card or remove cards

Under Payment Method, the customer can select another saved card for the order, or remove a card they don't use.

Customers update cards after an expiry or a declined payment

BillPro emails customers when a card is expiring or has expired, or when a payment is declined. See Notifications.

The order portal then shows a red Update Card button, and updating the card is the only card action.

When customers enter their new card, they also pay what they owe.

Update a card for a customer

When a customer has a new card, or a card stops working, you can email them a card update link or take the new card over the phone.

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Automatic collection

When you update a card, BillPro merges every declined and overdue billing event and collects it straight away. To change those billing events, do it before you update the card.

1. Ask the customer to update their card with a link from any of their earlier emails. If they can't, continue with these steps.

2. Find the orders that use the card:

   1. Open the customer account and click the Cards tab. An expired or hard-declined card is under Removed Cards.

   2. Click the … menu beside the card and select Show Related Orders.

      

3. For each order, decide what to do with its declined and overdue billing events first. This is recommended: when you update the card, BillPro collects the full outstanding amount. To avoid that charge, reschedule or skip them.

   1. Open the order from the related orders list.

   2. Click the Billing Events tab.

   3. Select billing events and Merge, Reschedule or Skip them. See Manage billing events.

      

4. Click the Cards tab and update the card:

   • Email the customer: click Request Card Update, then Send Email. The customer gets the card update email and enters their new card in the order portal. See Card expiring and expired and update.
   • Take the card by phone: click Add Card and enter the card details. BillPro merges any declined and overdue billing events into one payment and charges it to the new card. If that payment is declined, the merged billing event stays, and you can manage it.
   • Use another saved card: under Registered Cards, select the card, then click Change. BillPro charges any declined and overdue billing events to it. If nothing is due, it makes a small pre-authorisation to check the card first.

   

   

   

5. Repeat for each order in the related orders list. You update the card on each order separately.

After the update, BillPro updates the order status. If nothing was due, the status changes after the next scheduled payment. Refresh the Order Summary to check.