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Shipping rates

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

Create a shipping rate

Use this process to create shipping rates. 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 .
  2. In the Pricing section, click Shipping rates.
  3. Click Create shipping rate.
  4. In the Name field, enter a descriptive name for the shipping rate. The ID field is dynamically populated based on the Name field.
  5. Optionally, in the Description field, enter additional information about the shipping rate.
  6. In the Currency field, enter the currency of the shipping rate. This has to match the currency of the invoice.
  7. In the Price field, enter the price of the shipping rate.
  8. Optionally, to specify conditions that determine when this shipping rate is applicable to an invoice:
    1. Clear the No conditions checkbox.
    2. Define conditions by adding one or more filters.
  9. Click Save shipping rate.

Manage shipping rates

Use this process to view, activate or deactivate, edit, or delete shipping rates.

  1. In the left navigation bar, click Settings .
  2. In the Management section, click Shipping rates.
    The shipping rates page displays all rates. The Status toggle indicates which shipping rates are active.
  3. Select from the following:
    • Activate or deactivate a shipping rate: On the left of a shipping rate, turn on the Status toggle.
    • Edit a shipping rate: On the right of a shipping rate, click Edit . Edit the shipping rate information, then click Save shipping rate.
    • Delete a shipping rate: On the right of a shipping rate, click Delete ,

Apply shipping rates to an invoice

Use this process to apply shipping rates to an invoice.

1. Create a product and pricing plan

To apply shipping rates to an invoice, the related product must have the Shippable checkbox selected. For more information, see Create a product and pricing plan.

  1. Enter product details:

    1. In the left navigation bar, click Settings .
    2. In the Pricing section, click Product & pricing plans.
    3. In the right of the screen, click Add product.
    4. In the Name field, enter the name of the product. This name is displayed on customer invoices and receipts.
    5. In the ID field, enter an ID that uniquely identifies the product. This ID is used in the Rebilly API to identify the product.
    6. In the Description field, enter a description of the product. This description is displayed on customer invoices and receipts.
    7. In the Unit label field, enter a label that describes units of the product. This label is displayed beside 'quantity' on invoices and receipts. Examples: seat, license, API call, widget.
    8. In the Accounting code field, enter a product accounting code. This code is useful when data imports are mapped into accounting software.
    9. If your product is taxable: In the Taxes section, select the Taxable checkbox and specify a tax category ID. For more information, see Taxes.
    10. If your product is shippable: In the Fulfillment section, select the Shippable checkbox and specify a shipping rate. For more information, see Shipping.
    11. To automatically generate journal entries with corresponding records on this product, in the Recognition section, select a debit and credit account. For more information, see Journals.
    12. In the bottom right of the screen, click Create pricing plan.
  2. Enter pricing plan details:

    1. In the Name field, enter the name of the plan. This name is displayed on receipts and invoices. The ID field is automatically populated.

    2. In the Currency dropdown, select the currency of the pricing plan.

    3. Under Type, select one of the following pricing plans:

      Trial only

      Use this plan for limited-time product trials. Trials may have a reduced fee, or may be free.

      1. Select the Activate trial checkbox.
      2. Specify the trial period and price. To create a free trial, in the Price per unit field, enter 0.
      3. At the bottom of the screen, click Create pricing plan.
      Recurring

      Use this plan for subscriptions or sales that reoccur over a period of time.

      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:

        1. Select from the following:
          • To specify that billing recurs until cancelled, select Reoccurs until canceled.
          • To specify that billing recurs for a limited number of times, select Limited to and enter the number of billing occurrences.
        2. Under Recurring period specify the regularity and period of the billing cycle.
        3. Under Billing timing:
          • To specify that payments must be paid in advance, select Prepaid.
          • To specify that payments must be paid at the end of the billing cycle, select Postpaid.
        4. In the Metered billing section, to create a plan that is metered and quantity is based on usage, select the Activate metered billing checkbox, then complete the following:

        Metered billing is only available for postpaid plans. For more information, see Metered billing.

        1. In the Metered billing strategy dropdown, select from the following:

          • Sum of reported usage: Select this strategy to accumulate the usage and report the total.
          • Last reported usage: Select this strategy to report every usage.
        2. Optionally, in the Minimum quantity field, specify the minimum quantity to charge at the end of a service period, regardless of reported usage.

        3. Optionally, in the Maximum quantity field, specify the maximum quantity to charge at the end of a service period, regardless of reported usage.

        4. Under Service period anchor, to define the date when the service period renews, select the Activate service period anchor checkbox, and enter a date.

        5. Under Invoice time shift, select from the following:

          • To adjust when the invoice is issued: Select the Activate issued time shift checkbox, and specify the adjustment.
          • To adjust the invoice payment due date: Select the Activate due time shift checkbox, and specify the adjustment.

          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 trial period in the subscription, select the Activate trial checkbox. Enter the trial period and price. To create a free trial, in the Price per unit field, enter 0. Trials can be overridden when you create a subscription.

        7. Under Setup, to include a setup fee, select the Use setup fee checkbox and enter a price.

        8. At the bottom of the screen, click Create pricing plan.

      One time sale

      Use this plan for non-recurring, 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 Create 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 .
  2. In the Pricing section, click Shipping rates.
  3. Click Create shipping rate.
  4. In the Name field, enter a descriptive name for the shipping rate. The ID field is dynamically populated based on the Name field.
  5. Optionally, in the Description field, enter additional information about the shipping rate.
  6. In the Currency field, enter the currency of the shipping rate. This has to match the currency of the invoice.
  7. In the Price field, enter the price of the shipping rate.
  8. Optionally, to specify conditions that determine when this shipping rate is applicable to an invoice:
    1. Clear the No conditions checkbox.
    2. Define conditions by adding one or more filters.
  9. Click Save shipping rate.

3. Create an order and apply a shipping rate

  1. In the left navigation bar, click Data tables.
  2. Click Customers, and then select a customer.
  3. In the right of the screen, click , then click Create order.
  4. In the Products and plans section, select a product, then select a pricing plan.
  5. Enter your payment and timing preferences.
  6. If your product has the Shippable checkbox selected, shipping details are displayed. Select from the following:
    • To dynamically calculate shipping costs: In the Shipping section, select Rebilly.
    • To manually enter shipping costs: In the Shipping section, select Manual.
  7. Click Save order.

Manually update shipping rate on an invoice

Use this process to manually update the shipping rate on an invoice.

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