Skip to main content

Step 5: Record Your First Payment

Accept payments, record manual payments, and track payment status

M
Written by Majid Al-anazie

Record Your First Payment

Payments are how customers pay their invoices. BillPine tracks payments, handles retries, and reconciles automatically.

What You'll Learn

  • Accept payments automatically

  • Record manual payments

  • Track payment status

  • Handle failed payments

Automatic Payments (Recommended)

When a customer subscribes, BillPine can charge their card automatically:

  1. Customer adds their payment method in your customer portal

  2. On billing date, BillPine charges their card

  3. Payment is recorded instantly

  4. Invoice marked as "Paid"

Recording Manual Payments

If a customer pays by bank transfer or check:

  1. Go to Payments in sidebar

  2. Click + Record Payment

  3. Select:

    • Invoice — Which invoice was paid

    • Amount — How much they paid

    • Payment Method — Bank transfer, check, cash, etc.

    • Date — When payment was received

  4. Click Save

The invoice is now marked "Paid" and customer receives a receipt.

Payment Methods in BillPine

Automatic:

  • Credit/Debit card (via Moyasar or Tap)

  • Bank transfer (with IBAN)

  • Digital wallet (Apple Pay, Google Pay)

Manual:

  • Check

  • Bank transfer (customer initiated)

  • Cash

  • Other custom methods

Payment Status

  • Pending — Payment not yet processed

  • Processing — Payment in progress

  • Successful — Payment complete

  • Failed — Payment declined (customer will be notified)

  • Refunded — Payment returned to customer

Failed Payments & Retries

If a payment fails:

  • ✅ Customer is notified immediately

  • ✅ BillPine retries automatically (configurable schedule)

  • ✅ If still failing after 3 retries, subscription pauses

  • ✅ Customer can update payment method to resume

Payment Reconciliation

BillPine matches payments to invoices automatically. You can:

  • View Accounts Receivable — Unpaid invoices

  • See Overdue invoices (past due date)

  • Check Payment Health metrics on Dashboard

Regional Payment Methods

MENA Region: BillPine supports regional payment gateways:

  • Moyasar (Saudi Arabia, UAE, Kuwait, Qatar)

  • Tap (MENA-wide)

These are configured in Step 6 (Settings).

Tips

  • Enable automatic payments to reduce manual work

  • Offer multiple payment methods for customer convenience

  • Send payment reminders before due date

  • Monitor failed payments — high failure rate = payment gateway issue

  • Reconcile payments weekly

Next: Step 6 → Configure Your Settings

Did this answer your question?