Shipping

This topic describes how to create and update shipping rates, and also how to apply them to an invoice.

Create a shipping rate

When multiple shipping rates apply, the user can select their preferred shipping rate during checkout. If no products in the transaction require shipping, shipping rates are not used.

To create more than one shipping rate, repeat this process.

  1. In the left navigation bar, click Settings icon Settings , click Shipping rates , and then click Add shipping rate .
  2. In the Name field, enter a descriptive name for the shipping rate. The ID field is dynamically populated based on the Name field.
  3. Optionally, in the Description field, enter additional information for the shipping rate.
  4. In the Currency field, enter the currency of the shipping rate. This has to match the currency of the invoice.
  5. In the Price field, enter the price of the shipping rate.
  6. Optionally, to only match specific invoices by using filters, clear the Match all cases checkbox.
  7. Optionally, to match a shipping rate to an invoice based on filter criteria, add one or more filters.
  8. Create one or more Filters to match the shipping rate to an Invoice, based on the filter criteria.
  9. Complete the form and click Add rate .
  10. Click Save shipping rate .

View and edit active shipping zones and rates

  1. In the left navigation bar, click Settings icon Settings .
  2. Click Shipping rates .
  3. On the right of a shipping rate, click actions icon , then click Edit shipping rate .
  4. Edit the shipping rate details and click Save .

Apply shipping rates to an invoice

1. Create a product and pricing plan

attention
  • To apply shipping rates to an invoice, the related product must have the Is Shippable checkbox enabled.
  1. In the left navigation bar, click settings icon Settings , then click Product & pricing plans .
  2. On the right of the screen, click Add product → .
  3. Enter your product details.
  4. Optionally, if your product is taxable, in the Taxes section, select the Is taxable checkbox, and select a tax category ID.
  5. Optionally, to apply a shipping rate, in the Fulfillment section, select the Is shippable checkbox.
  6. In the top right of the screen, click Create pricing plan .
  7. Enter pricing plan details:
    1. In the Plan name field, enter the plan name. The Plan ID field is automatically populated.
    2. Select a currency.
    3. Select a pricing plan:
      • Is trial only : Use this plan for trials that have a reduced fee, or are free.
        1. Select the Has trial checkbox.
        2. Enter the trial period and price, or add zero for a free trial.
        3. At the bottom of the screen, click Add pricing plan .
      • Has recurring settings : Use this plan for subscriptions.
        1. In the Pricing section, select a pricing formula and enter a price per unit. For detailed information on pricing plans, such as: tiered, volume, and star-step pricing, see Pricing formulas .
        2. In the Recurring settings section, specify the billing schedule.
        3. Under Billing timing :
          • To specify that the subscription must be paid in advance, select Prepaid .
          • To specify that the subscription must be paid at the at the end of the billing cycle, select Prepaid .

        4. Under Service period anchor , to define the end of the service period, select the Has service period anchor checkbox, and enter a day and optionally, a time.
        5. Under Invoice time shift , to adjust when the invoice will be issued, and when it is due in relation to the renewal:
          • To adjust when the invoice is issued: Select the Has issued time shift checkbox, and specify the adjustment.
          • To adjust the invoice payment due date: Select the Has due time shift checkbox, and specify the adjustment.
            info

            Without invoice time shift, the invoice is issued on the renewal time and date and time, and the invoice is due 1 hour after being issued.

        6. Under Trial , to include a trail period in the subscription, select the Has trial checkbox. Enter the trial period and price, or add zero for a free trial.
        7. Under Setup , to include a setup fee, select the Has setup checkbox.
        8. At the bottom of the screen, click Add pricing plan .

      • On time sale : Use this plan for one time sales.
        1. In the Pricing section, select a pricing formula and enter a price per unit. For detailed information on pricing plans, such as: tiered, volume, and star-step pricing, see Pricing formulas .
        2. At the bottom of the screen, click Add pricing plan .

2. Create a shipping rate

To create more than one shipping rate, repeat this process.

  1. In the left navigation bar, click Settings icon Settings , click Shipping rates , and then click Add shipping rate .
  2. In the Name field, enter a descriptive name for the shipping rate. The ID field is dynamically populated based on the Name field.
  3. Optionally, in the Description field, enter additional information for the shipping rate.
  4. In the Currency field, enter the currency of the shipping rate. This has to match the currency of the invoice.
  5. In the Price field, enter the price of the shipping rate.
  6. Optionally, to only match specific invoices by using filters, clear the Match all cases checkbox.
  7. Optionally, to match a shipping rate to an invoice based on filter criteria, add one or more filters.
  8. Create one or more Filters to match the shipping rate to an Invoice, based on the filter criteria.
  9. Complete the form and click Add rate .
  10. Click Save shipping rate .

3. Create an order and apply shipping rate

  1. In the left navigation bar, click Data tables icon Data tables , click Customers , and then select a customer.
  2. In the right of the screen, click actions icon , then click Create an order .
  3. In the Add products and plans section, select a product, then select a pricing plan.
  4. Enter your payment and timing preferences.
  5. If your product has the Is shippable checkbox enabled, shipping details are displayed.
    In the Shipping section, to dynamically calculate shipping costs, select Rebilly .
    To manually enter shipping costs, select Manual .
    For more information, see Create a product and pricing plan .
  6. Click Save order .

Manually update shipping rate on an invoice

  1. In the left navigation bar, click Data tables icon Data tables , click Customers , and then select a customer.
  2. Locate the invoice in the Timeline or Pending subscriptions section.
  3. Go to the bottom of the invoice, beside Shipping , click edit icon .
  4. Select Manual and enter the amount, then click Save .