Products & pricing

In Rebilly, products are the items that your business sells. Pricing plans are how your customers pay for the items.

Create a product and pricing plan

  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 .

Invoice time and due time shift

Use invoice time shift to adjust when the renewal invoice for a subscription order is issued and made payable. Use due time shift to adjust when the payment is due, and will be automatically collected if the order is set to autopay. If the invoice is not paid, it will move to past due status after 24 hours. For more information, see Enable or disable autopay.

On a standard subscription order, that does not use invoice time or due time shift, the invoice is issued on the renewal date and time, and the invoice is due 1 hour after being issued.

Invoice time or due time shift is configured when you create a new pricing plan. For more information, see Create a product and pricing plan.

Edit a product and pricing plan

  1. In the left navigation bar, click settings icon , then click Product & pricing plans .
  2. In the ID column, click the item that you want to edit.
  3. Edit a product or pricing plan:
    • To edit a pricing plan, on the right of the pricing plan, click actions icon .
    • To edit a product, on the right of the Product info tile, click actions icon .