Manage billing agreements

The Billing Agreements page lists all billing agreements between your store and its customers. Merchants can filter the records by the customer or billing agreement information including billing agreement reference ID, status, and creation date. Each record includes general information about the billing agreement, and all sales orders that have used it as a payment method. You can view, cancel, or delete customer billing agreements. A canceled billing agreement can be deleted only by the store administrator.

View a billing agreement

  1. On the Admin sidebar, go to Sales > Operations > Billing Agreements.

  2. Find the billing agreement in the list and click to open it.

Each billing agreement page consists of two tabs: General Information and Related Orders.

General Information

This tab includes the general information about the billing agreement:

  • Reference ID: A unique numeric identifier that is assigned to current billing agreement.
  • Customer: Customer’s account assigned to current billing agreement.
  • Status: Payment agreement status.
  • Created At: Creation date.
  • Updated At: Update date.

Billing Agreement View

This tab displays the list of the orders placed using the current billing agreement.

Billing Agreement View

Cancel a billing agreement

  1. On the Admin sidebar, go to Sales > Operations > Billing Agreements.

  2. Find the billing agreement in the list and click to open it.

  3. In the top-right corner, click Cancel.

  4. To confirm the action, click OK.

Delete a billing agreement

  1. On the Admin sidebar, go to Sales > Operations > Billing Agreements.

  2. Find the billing agreement in the list and click to open it.

  3. In the top-right corner, click Delete.

  4. To confirm the action, click OK.

Column descriptions

ColumnDescription
IDA unique numeric identifier that is assigned to each billing agreement
EmailA customer’s contact email
First NameA customer’s first name
Last NameA customer’s last name
Reference IDA unique, numeric reference identifier that is assigned to each billing agreement
StatusPayment agreement status. Options: Active or Canceled
CreatedCreation date
UpdatedUpdate date

Storefront experience

Customers who enter into a billing agreement with a payment provider can make purchases now and pay for them later, according to the agreement. The

Billing agreements list in the customer's dashboard

ColumnDescription
Reference IDA unique, numeric reference identifier that is assigned to each billing agreement
StatusPayment agreement status. Options: Active or Canceled
Created AtCreation date
Updated AtUpdate date
Payment MethodA payment provider of a billing agreement
ViewButton used for viewing billing agreements

Create a billing agreement

  1. From their account dashboard, the customer selects Billing Agreements.

  2. Under New Billing Agreement, selects a payment provider.

  3. Click Create.

This action redirects the customer to the payment system website.

New billing agreement in the customer account dashboard

View a billing agreement

  1. From their account dashboard, the customer selects Billing Agreements.

  2. Selects the billing agreement and clicks View.

View billing agreement in customer's dashboard

Cancel a billing agreement

  1. From their account dashboard, the customer selects Billing Agreements.

  2. Selects the billing agreement and clicks View.

  3. In the top-right corner, clicks Cancel and then OK to confirm.

NOTE
If an Admin user (merchant) cancels the billing agreement, it cannot be canceled on the storefront. The Canceled status is displayed for this agreement.

Commerce