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
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On the Admin sidebar, go to Sales > Operations > Billing Agreements.
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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.
Related Orders
This tab displays the list of the orders placed using the current billing agreement.
Cancel a billing agreement
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On the Admin sidebar, go to Sales > Operations > Billing Agreements.
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Find the billing agreement in the list and click to open it.
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In the top-right corner, click Cancel.
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To confirm the action, click OK.
Delete a billing agreement
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On the Admin sidebar, go to Sales > Operations > Billing Agreements.
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Find the billing agreement in the list and click to open it.
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In the top-right corner, click Delete.
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To confirm the action, click OK.
Column descriptions
Column | Description |
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ID | A unique numeric identifier that is assigned to each billing agreement |
A customer’s contact email | |
First Name | A customer’s first name |
Last Name | A customer’s last name |
Reference ID | A unique, numeric reference identifier that is assigned to each billing agreement |
Status | Payment agreement status. Options: Active or Canceled |
Created | Creation date |
Updated | Update 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
Column | Description |
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Reference ID | A unique, numeric reference identifier that is assigned to each billing agreement |
Status | Payment agreement status. Options: Active or Canceled |
Created At | Creation date |
Updated At | Update date |
Payment Method | A payment provider of a billing agreement |
View | Button used for viewing billing agreements |
Create a billing agreement
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From their account dashboard, the customer selects Billing Agreements.
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Under New Billing Agreement, selects a payment provider.
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Click Create.
This action redirects the customer to the payment system website.
View a billing agreement
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From their account dashboard, the customer selects Billing Agreements.
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Selects the billing agreement and clicks View.
Cancel a billing agreement
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From their account dashboard, the customer selects Billing Agreements.
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Selects the billing agreement and clicks View.
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In the top-right corner, clicks Cancel and then OK to confirm.