# Manage orders

This topic describes how to manage orders using the Rebilly UI.

An order is a customer's request to purchase a product or service.
Orders contain one-time sales items, subscription items, or both.
Orders generate invoices that the customer must pay to receive the product or service.

A one-time sale is a single, non-recurring, charge for a product or service.
Example: A one-time purchase of an internet modem.

Orders that contain subscription items renew and generate an invoice for each service period.
These periods are referred to as service periods.
A renewal date is the date when an invoiced payment is due on an order that contains subscription items.
By default, this is one hour after issue date and time.
Example: A monthly prepaid order that contains subscription items for an internet service provider.

## Abandon pending orders

Use this configuration to abandon an order that contains subscription items and void related invoices if a customer does not activate the order within a specific time frame.

A pending order is an order that was created by a customer, but not yet activated.
The order is pending until the customer activates it by paying the first invoice.
For more information, see [Subscription status](/docs/dev-docs/subscriptions#subscription-status).

Select from the following options:

- Automatically abandon pending orders based on a global Time To Live (TTL) setting, called **Automatically abandon pending orders**, in organization details.
For more information, see [Edit organizations](/docs/settings/organizations-and-websites#edit-an-organization).
- Define the TTL of a pending order when you place an order on behalf of a customer.
To set it, configure a specific abandon date.
For more information, see [Create an order](/docs/data-tables/manage-customer-payments-and-billing#create-an-order).


## Add metered billing usage records

Use this process to manually add metered billing usage records to an upcoming invoice.
This process applies to an order that is billed based on a metered billing plan.
For more information, see [Metered billing](/docs/settings/products-and-pricing#metered-billing).

To view metered billing usage records for trial-only orders, see [View metered billing usage records for trial-only subscriptions](#view-metered-billing-usage-records-for-trial-only-subscriptions).

1. [Log in](https://app-sandbox.rebilly.com/login) to Rebilly.
2. In the left navigation bar, press **Data tables**, then press **Billing**.
3. Press **Active orders**.
4.   1. In the top right of the table, press **Filter**.
  2. In the **Filter** dropdown, select **Plan ID**.
  3. In the **Operation** dropdown, select **Is in**.
  4. In the **Value** field, enter the ID of the pricing plan that uses metered billing.
  5. Press **Apply filter**.
5. In the **ID** column, press an order that has a metered billing plan.
6. On the upcoming invoice, in the **Quantity** column, press **Usage**.
7. In the top right of the page, press **Add usage**.
8. In the **Quantity** field, enter the quantity of usage to add to the upcoming invoice.
9. In the **Usage time** field, enter the date and time when the usage occurred.
10. Press **Add**.


### View metered billing usage records for trial-only subscriptions

Use this process to view metered billing usage records for a trial-only order.
Trial-only orders are not billed, and manual entry of usage records is not supported.
Reporting usage through the API is still available.
The reported usage is tracked only to enforce the trial limit.
To add metered billing usage records to all other orders, see [Add metered billing usage records](#add-metered-billing-usage-records).

1. [Log in](https://app-sandbox.rebilly.com/login) to Rebilly.
2. In the left navigation bar, press **Data tables**, then press **Billing**.
3. Press **Active orders**.
4.   1. In the top right of the table, press **Filter**.
  2. In the **Filter** dropdown, select **Is trial only**.
  3. In the **Operation** dropdown, select **is true**.
  4. Press **Apply filter**.
5. In the **ID** column, press an order that is a trial-only order.
6. In the right of the page, in the **Usage report** section, press **Usage**.


## Activate or deactivate autopay

Autopay is the process of automatically collecting payment from a customer on the renewal date of an order that contains subscription items.
If autopay is activated, the payment is retrieved from the customer on the renewal date using the default payment instrument set on the order.
If a default payment instrument is not set on the order, or if it is inactive, the customer's default payment instrument is used to collect payment.

The autopay schedule sets multiple retries for orders that fail to bill successfully, and specifies whether to cancel the order after the last attempt.

To activate or deactivate autopay, see [Activate or deactivate autopay](/docs/data-tables/manage-autopay#activate-autopay).
To configure the autopay schedule, see [Configure autopay](/docs/data-tables/manage-autopay#create-an-autopay-schedule).

## Activate or deactivate delinquency period

A delinquency period is the length of time after which an order that contains subscription items is canceled if an invoice is not paid.
Delinquency periods can be applied to an order or to an invoice.

To add or edit delinquency periods, see [Manage delinquency periods](/docs/data-tables/manage-delinquency-periods).

## Add a default payment instrument to an order

Use this process to add a default payment instrument to an order that contains subscription items.
If autopay is active, this payment instrument is used to automatically pay renewals for the order.
For more information, see [Activate autopay](/docs/data-tables/manage-autopay#activate-autopay).

With this feature, customers keep multiple payment methods on file and use them for autopay on separate orders.
For example, a customer may use a Mastercard for a large annual order that contains subscription items, and Visa for a smaller monthly order that contains subscription items.

1. [Log in](https://app-sandbox.rebilly.com/login) to Rebilly.
2. In the left navigation bar, press **Data tables**, then press **Billing**.
3. Press **Active orders**.
4. In the **ID** column, press an order.
5. In the top right of the page, in the **Order details** section, press **Edit**.
6. In the **Default payment instrument** dropdown, select a payment instrument.
7. Press **Save**.


## Add notes, attachments, or tags to an order

Use this process to add information to an order, tag a colleague, or tag Rebilly Support to get their input or help.

The **Timeline** section provides a detailed record of all billing related activities between you and your customer.
To interact with an activity, view more information or take further action, press the event item or key.

1. [Log in](https://app-sandbox.rebilly.com/login) to Rebilly.
2. In the left navigation bar, press **Data tables**, then press **Billing**.
3. Press any segment, such as: **Active orders**, **Canceled orders**, **Paid invoices**, **Refunded invoices**, or **Unpaid invoices**.
4. In the **Timeline** section, select from the following:
  1. In the text input field, press **Tag user**.
  2. In the dropdown, select a user or Rebilly Support, then press **Return** or **Enter** on your keyboard.

  1. In the text input field, press **Attach a file**, select a file, then press **Open** or **Attach**.
  2. Enter a message, and press **Return** or **Enter** on your keyboard.

  1. In the text input field, press **Link to a customer or transaction**, in the dropdown, select **Customers** or **Transactions**.
  2. Select a transaction or customer, then press **Return** or **Enter** on your keyboard.

  1. In the text input field, enter a message.
  2. Press **Return** or **Enter** on your keyboard.


## Apply a coupon to an order

Use this process to apply coupons to an active order that contains subscription items.
For information on how to create, edit, and redeem coupons, see [Coupons](/docs/settings/coupons-and-discounts).

1. [Log in](https://app-sandbox.rebilly.com/login) to Rebilly.
2. In the left navigation bar, press **Data tables**, then press **Billing**.
3. Press **Active orders**.
4. In the **ID** column, press an order.
5. In the right of the page, in the **Order details** section, press **Redeem coupons**.
6. In the dropdown, select one or more coupons.
7. Optionally, to notify the customer by email that coupons were redeemed, select the **Send email to customer** checkbox.
8. Press **Redeem**.


## Cancel a subscription

Use this process to cancel an order that contains subscription items.
When an order that contains subscription items is canceled, the status of the order that contains subscription items is set to `canceled`.
For more information, see [Subscription status](/docs/dev-docs/subscriptions#subscription-status).

1. [Log in](https://app-sandbox.rebilly.com/login) to Rebilly.
2. In the left navigation bar, press **Data tables**, then press **Billing**.
3. Press **Active orders**, **Paid invoices**, or **Unpaid invoices**.
4. In the **ID** or **Invoice number** column, press an order.
5. In the right of the page, in the **Order details** section, press **Cancel order**.
6. In the **Effective date** section, select one of the following:
Select **Cancel at the next renewal**.
The date of the next renewal is displayed in brackets.
Select **Cancel now**.
Optionally, to provide the customer with credit for the remaining amount left on the order that contains subscription items, select **Add pro rate credit**.
7. In the **cancellation information** section:
  1. Under **Canceled by**, to specify who canceled the order that contains subscription items, select **Customer** or **Merchant**.
  2. In the **cancellation reason** dropdown, select a reason for the cancellation.
  3. In the **Description** field, enter a description for the cancellation.
8. Optionally, to notify the customer by email that their subscription is canceled, select the **Send email to customer** checkbox.
9. Press **Cancel order**.


## Change a billing or delivery address

Use this process to change a customer's billing or delivery address on an invoice.

If a billing or delivery address is not defined, the customer's default address is used.
This may be problematic if the customer updates their default address.

1. [Log in](https://app-sandbox.rebilly.com/login) to Rebilly.
2. In the left navigation bar, press **Data tables**, then press **Billing**.
3. Press **Active orders**.
4. In the **ID** column, press an order.
5. Select from the following:
  - Update the billing address: On the right of **Billed to**, press **Edit**.
  - Update the delivery address: On the right of **Delivered to**, press **Edit**.
6. Update the address, then press **Save**.


## Change cancellation reason

Use this process to change the cancellation reason on a canceled order that contains subscription items.

1. [Log in](https://app-sandbox.rebilly.com/login) to Rebilly.
2. In the left navigation bar, press **Data tables**, then press **Billing**.
3. Press **Canceled orders**.
4. In the **ID** column, press an order.
5. In the top right of the page, press **Edit**.
6. In the **cancellation reason** dropdown, select a reason for the cancellation.
7. Optionally, to specify a description for the cancellation, in the **Description** field, enter a description.
8. Press **Save**.


## Change subscription cancellation time

Use this process to change the cancellation time of an order that contains subscription items.

1. [Log in](https://app-sandbox.rebilly.com/login) to Rebilly.
2. In the left navigation bar, press **Data tables**, then press **Billing**.
3. Press **Canceled orders**.
4. In the **ID** column, press an order.
5. In the top right of the page, in the **Order details** section, press **Update cancellation time**.
6. Select a new cancellation time.
7. Optionally, to refund the customer for the remaining amount left on the order, select **Add pro rate credit**.
8. Press **Save**.


## Change order details

Use this process to change the details of an order, that contains subscription items, such as the shipping address, PO number, or billing address.

1. [Log in](https://app-sandbox.rebilly.com/login) to Rebilly.
2. In the left navigation bar, press **Data tables**, then press **Billing**.
3. Press **Active orders**.
4. In the **ID** column, press an order.
5. On the right of an invoice field, such as: **Billed to**, **Delivered to**, or **PO number**, press **Edit s**.
6. Edit or add information, then press **Save**.


## Change subscription renewal date

Use this process to change the renewal date of an active order that contains subscription items.

1. [Log in](https://app-sandbox.rebilly.com/login) to Rebilly.
2. In the left navigation bar, press **Data tables**, then press **Billing**.
3. Press **Active orders**.
4. In the **ID** column, press an order.
5. In the right of the page, in the **Order details** section, press **Update renewal**.
6. Select from the following:
  - Set the renewal date to now: Select **Now**.
  - Set the renewal date to a specific date: Select **Specific date**, then select a date.
7. Press **Update**.


## Change subscription shipping costs

Use this process to manually edit the shipping costs for an order that contains subscription items.
For more information, see [Shipping](/docs/settings/shipping).

1. [Log in](https://app-sandbox.rebilly.com/login) to Rebilly.
2. In the left navigation bar, press **Data tables**, then press **Billing**.
3. Press **Active orders**.
4. In the **ID** column, press an order.
5. On the right of **Shipping**, press **Edit s**.
6. Select **Manual**, enter an amount, then press **Save**.
By default, shipping costs are calculated automatically in Rebilly.


## Create a subscription with a free trial period

This process describes how to create an order that contains subscription items and begins with a week-long free trial.
When the trial ends, the order that contains subscription items automatically transitions to recurring billing each month.

1. [Log in](https://app-sandbox.rebilly.com/login) to Rebilly.
2. This step is required to begin the order that contains subscription items with a free trial.
  1. In the left navigation bar, press **Settings**.
  2. In the **Configuration** section, press **Gateway accounts**.
  3. In the **ID** column, press a gateway account. 
If you have not added a gateway account, or do not want to use `TestProcessor`, see [Set up a payment gateway](/docs/settings/set-up-a-gateway).
  4. In the right of the page, press **Edit gateway account**.
  5. In the **Setup instruction** section, select one of the following:
    - **Authorize and void**: Verify that the payment instrument is valid by charging a small amount to the payment instrument.
The amount is immediately voided.
    - **Authorize**: Verify that the payment instrument is valid by placing a hold on the cardholder's account for the authorized amount.
An authorization response code is later used to capture the authorized funds. 
For more information on setup instructions, see [Setup instructions](/docs/settings/set-up-a-gateway#optionally,-define-the-setup-instructions-for-new-payment-instruments).
  6. Press **Save gateway account**.
3.   1. In the left navigation bar, press **Settings**.
  2. In the **Pricing** section, press **Product & pricing plans**.
  3. Press **Add product**.
  4. In the **Name** field, enter a name for the product.
  5. Press **Create product**.

For more information on creating products, see [Create a product](/docs/settings/products-and-pricing#create-a-product).
4. This step creates a recurring pricing plan that begins with a free trial period.
When the trial period ends, the plan converts to monthly recurring billing automatically.
  1. In the left navigation bar, press **Settings**.
  2. In the **Pricing** section, press **Product & pricing plans**.
  3. Select the product you created in the previous step.
  4. In the **Name** field, enter a name for the pricing plan.
  5. In the **Type** section, select **Recurring**.
  6. Press **Billing period**.
  7. To specify the length of the billing period, select **Monthly**.
  8. In the **Frequency** section, select **Recurs until canceled**.
  9. In the **Trial** section, select the **Activate trial** checkbox.
  10. To configure a 1 week free trial: In the **Select period** dropdown, select **Weeks**.
In the **Trial period** field, enter `1`.
  11. In the **Trial price** field, enter `0` to make the trial free. 
For a paid trial, enter the trial price.
  12. In the **Pricing** section, in the **Price** field, enter the recurring price.
  13. Press **Create pricing plan**.

For more information on creating pricing plans, see [Create a pricing plan](/docs/settings/products-and-pricing#create-a-pricing-plan).
5. This step describes how to create a customer.
In a real-world scenario, the customer is created when they place an order by visiting your website or app and purchasing the product.
If you already have a customer, skip this step.
  1. In the left navigation bar, press **Data tables**, then press **Billing**.
  2. Press **Customers**.
  3. Press **Add customer**.
  4. Enter the customer's details.
  5. Press **Save customer**.

For more information on creating customers, see [Create a customer](/docs/data-tables/manage-customer-information#add-a-customer).
6. This step describes how to create an order for a customer.
In a real-world scenario, the customer creates the order by visiting your website or app and purchasing the product.
  1. In the left navigation bar, press **Data tables**, then press **Billing**.
  2. Press **Customers**.
  3. In the **Name** column, press a customer's name.
  4. In the right of the screen, press **Actions**, then press **Create order**.
  5. In the **Website** field, select a website to associate with the order.
  6. In the **Products and plans** section, in the **Products** dropdown, select the product you created in the previous step.
  7. Select the pricing plan you created in the previous step.
  8. At the bottom of the page, press **Create order**. 
The order is created with an unpaid invoice.
  9. At the bottom of the invoice, press **Pay invoice**. 
The invoice is paid and the trial period is activated.

For more information on creating orders, see [Create an order](/docs/data-tables/manage-customer-payments-and-billing#create-an-order).


## Create a trial-only subscription

This process describes how to create a trial-only order that contains subscription items.
When the trial period ends, the customer can choose to convert the order to recurring billing or to stop using the product.
For more information, see [Trial-only subscription](/docs/dev-docs/subscriptions#trial-only-subscription).
To change the end date of the trial period, see [Extend a trial period](/docs/data-tables/manage-subscriptions#extend-a-trial-period).

1. [Log in](https://app-sandbox.rebilly.com/login) to Rebilly.
2. If you have not already done so, [set up a payment gateway](/docs/settings/set-up-a-gateway). 
Alternatively, use the pre-configured `TestProcessor` payment gateway in the sandbox environment, or create a free trial-only pricing plan.
Free trial-only pricing plans do not require payment processing.
3.   1. In the left navigation bar, press **Settings**.
  2. In the **Pricing** section, press **Product & pricing plans**.
  3. Press **Add product**.
  4. In the **Name** field, enter a name for the product.
  5. Press **Create product**.

For more information on creating products, see [Create a product](/docs/settings/products-and-pricing#create-a-product).
4. This step creates a trial-only pricing plan that ends after a trial period.
  1. In the left navigation bar, press **Settings**.
  2. In the **Pricing** section, press **Product & pricing plans**.
  3. Select the product you created in the previous step.
  4. In the **Name** field, enter a name for the pricing plan.
  5. In the **Type** section, select **Trial only**.
  6. Press **Billing period**.
  7. To specify the length of the trial period, select **Days**, **Weeks**, or **Months**.
In the **Trial period** field, enter the number of days, weeks, or months.
  8. In the **Trial price** field, enter the price of the trial. 
For a free trial, enter `0`.
  9. Press **Create pricing plan**.

For more information on creating pricing plans, see [Create a pricing plan](/docs/settings/products-and-pricing#create-a-pricing-plan).
5. This step describes how to create a customer.
In a real-world scenario, the customer is created when they place an order by visiting your website or app and purchasing the product.
If you already have a customer, skip this step.
  1. In the left navigation bar, press **Data tables**, then press **Billing**.
  2. Press **Customers**.
  3. Press **Add customer**.
  4. Enter the customer's details.
  5. Press **Save customer**.

For more information on creating customers, see [Create a customer](/docs/data-tables/manage-customer-information#add-a-customer).
6. This step describes how to create an order for a customer.
In a real-world scenario, the customer creates the order by visiting your website or app and purchasing the product.
  1. In the left navigation bar, press **Data tables**, then press **Billing**.
  2. Press **Customers**.
  3. In the **Name** column, press a customer's name.
  4. In the right of the screen, press **Actions**, then press **Create order**.
  5. In the **Website** field, select a website to associate with the order.
  6. In the **Products and plans** section, in the **Products** dropdown, select the product you created in the previous step.
  7. Select the pricing plan you created in the previous step.
  8. At the bottom of the page, press **Create order**. 
The order is created with an unpaid invoice.
  9. At the bottom of the invoice, press **Pay invoice**. 
The invoice is paid and the trial period begins.

For more information on creating orders, see [Create an order](/docs/data-tables/manage-customer-payments-and-billing#create-an-order).


## Convert a trial-only subscription to subscription with trial and recurring billing

Use this process to convert a [trial-only order](/docs/dev-docs/subscriptions#trial-only-subscription) to an order with a trial and recurring billing.
This process applies to trial-only orders that include subscription items with a recurring interval.
The trial continues, and billing starts when the trial ends.

To use this process, the trial-only order must include subscription items with a recurring billing interval.

To create a trial-only order that includes subscription items with recurring billing, select the **Trial only** option when creating the order.
The order must include subscription items with a recurring billing interval.
For more information, see [Create an order](/docs/data-tables/manage-customer-payments-and-billing#create-an-order).

1. [Log in](https://app-sandbox.rebilly.com/login) to Rebilly.
2. In the left navigation bar, press **Data tables**, then press **Billing**.
3. Press **Active orders**.
4.   1. In the top right of the table, press **Filter**.
  2. In the **Filter** dropdown, select **Is trial only**.
  3. In the **Operation** dropdown, select **is true**.
  4. Press **Apply filter**.
5. In the **ID** column, press a trial-only order.
6. In the **Order details** section, press **Subscribe**.


## Convert an ended trial-only subscription to recurring

Use this process to convert a [trial-only subscription](/docs/dev-docs/subscriptions#trial-only-subscription) that has ended into a recurring subscription without restarting the trial.
This process creates a quote for the conversion.
When the quote is accepted, the order that contains the subscription item is `active` and recurring billing begins.
The subscription renewal time is reset to a newly calculated time.
For more information, see [Quotes](/docs/data-tables/manage-quotes).

To complete this process, you must have permission to create quotes.

1. [Log in](https://app-sandbox.rebilly.com/login) to Rebilly.
2. In the left navigation bar, press **Data tables**, then press **Billing**.
3. Press **Active orders**, then in the top of the table, press **Filter**.
4. In the **Status** filter, in the **Value** field, clear the value and select **Trial-ended**.
5. In the **ID** column, press the subscription number.
6. In the right of the page, in the **Order details** section, press **Subscribe without trial**.
7. On each order item, in the **Plan** section, select a recurring pricing plan without a trial.
This conversion does not support trial-only plans, recurring plans that include a trial, or one-time plans.
8. Press **Create quote**.
9. In the right of the page, in the **Quote details** section, press **Issue quote**, then **Accept quote**.
For information on editing a quote before issuing it, see [Edit a quote](/docs/data-tables/manage-quotes#edit-a-quote).


## Extend a trial period

Use this process to extend a trial period for an order that contains subscription items.
The order that contains subscription items must be in trial to extend the trial period.

1. [Log in](https://app-sandbox.rebilly.com/login) to Rebilly.
2. In the left navigation bar, press **Data tables**, then press **Billing**.
3. Press **Active orders**, then locate the trial.
4. In the **ID** column, press the order that contains subscription items.
5. In the right of the page, in the **Order details** section, press **Change trial end date**.
6. In the **Trial end** dropdown, specify the new trial end date.
7. Press **Change**.


For more information on how to configure trial periods, see [Products and pricing plans](/docs/settings/products-and-pricing).

## Filter orders

Use this process to filter orders that contain subscription items in a data table segment based on specific criteria.
For example, filter orders that contain subscription items by customer ID, start time, status, billing address country, and more.

1. [Log in](https://app-sandbox.rebilly.com/login) to Rebilly.
2. In the left navigation bar, press **Data tables**, then press **Billing**.
3. Press **Active orders** or **Canceled orders**.
4. At the top of the table, press **Filter**.
5. Select a filter, then press **Apply**.
6. To add more filters, press **Add filter**.


## Modify subscription items or settings

Use this process to modify an active order that contains subscription items.
You can add or remove items, change pricing or billing periods, and change trial, setup, or billing settings.

When you add or remove items from an invoice for an order that contains subscription items, select when to apply the changes.
The options are at the next service period, immediately, or on a specific date.
Another option is to issue the customer a quote for the changes.
Quotations provide customers with a detailed breakdown of the changes to their subscription.
If the customer accepts the quotation, the changes may be applied to the order.
Application of the changes depends on which quote acceptance conditions are defined and fulfilled.

1. [Log in](https://app-sandbox.rebilly.com/login) to Rebilly.
2. In the left navigation bar, press **Data tables**, then press **Billing**.
3. Press **Active orders**.
4. In the **ID** column, press an order.
5. Under the subscription items, press **Edit items** **Edit s**.
6. Select from the following:
  1. Under the subscription items that are included in the order, press **Plus** **Add order items**.
  2. In the **Product** dropdown, select a product.
  3. In the **Plan** dropdown, select a pricing plan.

On the item, press **Delete**.
On the product, in the **Product** dropdown, select another product.
In the **Plan** section, press **Select a different plan**, then select a plan.
In the plan or product, in the **Quantity** field, enter a new quantity.
  1. On an order item, in the **Plan** section, press **Edit plan**.
  2. Press **Pricing**.
  3. In the **Pricing formula** dropdown, select a custom pricing formula.
For more information, see [Pricing formulas](/docs/settings/pricing-formulas).
  4. In the **Price** field, enter the price.
  5. Optionally, specify maximum and minimum quantities.
  6. Press **Save**.

Use this option to replace the product option values from the pricing plan for this order item only.
The product option values on the pricing plan do not change.
This option is available only when product options are defined on the product.
For more information, see [Product options](/docs/glossary#product-options).
  1. On an order item, in the **Plan** section, press **Edit plan**.
  2. Press **Product options**.
  3. Update the current values:
    - To add or replace a value: In the field for the product option, enter a value.
    - To remove a value: Clear the field for the product option.
  4. Press **Save**.

  1. On an order item, in the **Plan** section, press **Edit plan**.
  2. Press **Edit plan**.
  3. In the **Name** field, enter a name to display on receipts and invoices.
  4. In the **Currency** dropdown, select the currency to use for this order.
  5. Under **Type**, select one of the following:
The following options are available depending on the plan type.
For example, trial-only and recurring options are only available for recurring plans.
    - Change the plan to a trial-only plan: Select **Trial only**.
    - Change the plan to a recurring plan: Select **Recurring**.
    - Change the plan to a non-recurring order: Select **One-time**.
  6. Press **Save**.

Use this option to configure a custom billing period for this order.
This option is only available for recurring plans.
  1. On an order item, in the **Plan** section, press **Edit plan**.
  2. Press **Edit plan**.
  3. Press **Billing period**.
  4. To specify the length of the billing period, select one of the following:
    - **Monthly:** Bill the customer every month.
    - **Yearly:** Bill the customer every year.
    - **Custom:** Bill the customer at a custom interval. 
To define a custom billing period length: In the **Select period** dropdown, select **Days**, **Weeks**, or **Months**.
In the **Number** field, enter the corresponding number of days, weeks, or months.
  5. In the **Frequency** section, to specify how often the billing period recurs, select one of the following:
    - **Recurs until canceled:** Billing recurs until the order that contains subscription items is canceled.
    - **Limited to:** Billing recurs for a specified number of occurrences.
  6. Press **Save**.

Use this option to configure custom metered billing based on usage for this order.
This option is only available for metered billing plans that are billed in arrears (postpaid).
To activate metered billing, enable postpaid settings: Press **Billing timing**, then select **Postpaid**.
  1. On an order item, in the **Plan** section, press **Edit plan**.
  2. Press **Metered billing**.
  3. Press **Activate metered billing**.
  4. In the **Metered billing strategy** dropdown, select one of the following:
    - Accumulate the usage and report the total: Select **Sum of reported usage**.
    - Report every usage: Select **Last reported usage**.
  5. In the **Minimum quantity** field, enter the minimum quantity to charge at the end of a service period regardless of reported usage.
  6. In the **Maximum quantity** field, enter the maximum quantity to charge at the end of a service period regardless of reported usage.
  7. Optionally, to bill the last reported quantity instead of zero when no usage is reported during a service period: Select the **Use last reported quantity when no usage is reported** checkbox.
This setting is only available when using the **Last reported usage** billing strategy.
For more information, see [Last reported quantity when no usage is reported](/docs/settings/products-and-pricing#last-reported-quantity-when-no-usage-is-reported).
  8. Press **Save**.

Use this option to configure custom billing timing for this order.
  1. On an order item, in the **Plan** section, press **Edit plan**.
  2. Press **Billing timing**.
  3. Select one of the following:
    - Specify that payments must be paid in advance: Select **Prepaid**.
    - Specify that payments must be paid at the end of the billing cycle: Select **Postpaid**.
  4. In the **Service period anchor** section, to set the date when the service period renews, select **Activate service period anchor** and specify a date. 
The start date and service period anchor date determine when the service period starts and ends.
  5. Press **Save**.

Use this option to edit the trial and setup settings for this order.
  1. On an order item, in the **Plan** section, press **Edit plan**.
  2. Press **Trial and setup**.
  3. In the **Trial** section, to configure a custom trial period, select **Activate trial**, then specify the trial period length and total price.
For a free trial, in the **Trial price** field, enter `0`.
  4. In the **Setup** section, to configure a custom setup fee, select **Activate setup**, then specify the setup fee amount.
  5. Press **Save**.
7. Optionally, to configure the renewal time: In the **Renewal policy** section, select from the following:
The renewal time is the end of the current service period and determines when the order that contains subscription items renews.
Use this option to retain the current renewal time and service period.
  - If this order contains a trial period, this option ends the trial and starts recurring billing when the changes are applied.
  - If this order contains a trial-only plan, this option converts the trial-only plan to recurring billing when the changes are applied.

To retain the current renewal time: Select **Retain**.
Use this option to reset the renewal time.
The new time is based on the date you choose in the **Effective date** section.
It is also based on the billing period settings of the updated order items.
  - If this order contains a trial period, this option ends the trial and starts recurring billing when the changes are applied.
  - If this order contains a trial-only plan, this option converts the trial-only plan to recurring billing when the changes are applied.

To reset the renewal time: Select **Reset**.
This option is only available when the order contains subscription items with a trial period.
Use this option to apply changes to an order that contains a trial period.
The trial does not end when the changes are applied.
When the trial ends, recurring billing starts based on the order item plan settings.
To continue the trial period after the changes are applied: Select **Retain trial, then convert to recurring**.
This option is only available when the order contains a trial-only plan.
Use this option to apply changes to an order that contains a trial-only plan.
Current service periods are retained, the current trial is retained, and the item remains trial-only.
To keep the order as trial-only after the changes are applied: Select **Retain trial only**.
The **Effective date** section is not available for trial-only orders.
If you select **Retain trial only**, changes use the existing renewal time.
8. Optionally, to set a date when the changes become effective: In the **Effective date** section, select one of the following:
  - Apply the changes at the next renewal: Select **At the next service period**.
  - Apply the changes immediately: Select **Now**. 
To charge the customer for the difference in cost between now and the period change, select the **Add proration** checkbox.
  - Apply the changes on a date and time you choose: Select **Specific date**, then specify the date and time. 
The date and time must not be in the past. 
To charge the customer for the difference in cost between now and the period change, select the **Add proration** checkbox.
9. After you edit the order that contains subscription items, at the bottom right of the page, press **Change items**.
10. Select from the following:
To apply the changes, and issue an interim invoice or apply to the next service period: Press **Save**.
Quotations provide customers with a detailed breakdown of the changes to their subscription.
If the customer accepts the quotation, the changes are applied to the order that contains subscription items.
For more information, see [Manage quotes](/docs/data-tables/manage-quotes).
To issue the customer a quotation for the changes:
  1. Press **Create a quote**.
  2. Configure the quote:
    1. In the quote, in the **Quote details** section, press **Edit**.
To locate a quote, in the left navigation bar, press **Data tables**, press **Billing**, then press **Quotes**.
    2. In the **Website** field, select a website to associate with the quote.
    3. In the **Quote details** section, enter the following:
      - The expiration date of the quote.
      - A URL to redirect the customer to when a quote is accepted or rejected.
      - Apply any coupons to the quote.
    4. In the **Shipping** section, select from the following:
      - **Rebilly**: Dynamically calculate shipping costs based on your configured [shipping rate settings](/docs/settings/shipping).
      - **Manual**: Manually specify the shipping cost.
    5. Optionally, to make payment attempts for the order that contains subscription items automatic: In the **Autopay** section, turn on the **Override autopay** toggle, and select the **Enable autopay** checkbox. 
This setting supersedes the autopay setting that is currently configured on the order that contains subscription items.
For more information, see [Manage autopay](/docs/data-tables/manage-autopay).
    6. In the **Acceptance** section, specify the condition that must be fulfilled for the quote to be accepted.
Select from the following:
      - Accept the quote when the customer pays the full amount: Select **Payment**.
      - Accept the quote when the customer accepts the quote: Select **Customer**.
    7. To display payment terms to the customer: In the **Payment terms & signature** section, enter terms.
    8. Optionally, to display a signature line on the printed quote: Select the **Include a signature line** checkbox, then enter a signatory name to print on the signature line.
    9. Press **Save quote**.
  3. To issue the quote to the customer, press **Issue quote**.


## Edit product option values on an upcoming invoice

Use this process to edit product option values for an order item on an active order.
The updated values apply to the order item and are displayed on the upcoming invoice.
The product options on the product and the values on the pricing plan do not change.

Changes to product options or pricing-plan values do not update existing order items.
Removed option values remain on existing order items until the order items are edited and saved.

The edit option is available only when product options are defined on the product and you have permission to update order items.
For more information, see [Product options](/docs/glossary#product-options).

1. [Log in](https://app-sandbox.rebilly.com/login) to Rebilly.
2. In the left navigation bar, press **Data tables**, then press **Billing**.
3. Press **Active orders**.
4. In the **ID** column, press an order.
5. On the upcoming invoice, under the item description, press **Edit s**.
6. Update the current values:
  - To add or replace a value: In the field for the product option, enter a value.
  - To remove a value: Clear the field for the product option.
7. Press **Save changes**.


## Pay an invoice early

Use this process to pay an invoice early for an order that contains subscription items.
This process describes how to issue the upcoming invoice now, so that it may be paid before it is due.

1. [Log in](https://app-sandbox.rebilly.com/login) to Rebilly.
2. In the left navigation bar, press **Data tables**, then press **Billing**.
3. Press **Active orders**.
4. In the **ID** column, press an order.
5. At the bottom of the upcoming invoice, press **Early pay**.
6. To specify the due time after paying early, select from the following:
  - Retain the original due date: Select **Leave original due time**.
  - Change the due time to now: Select **Change due time to now**.
  - Change the due date to a specific date: Select **Change due time**, then specify the date.
7. Press **Issue**.


## Restart a trial

Use this process to restart a trial period for an order that contains subscription items.
The order that contains subscription items must have a completed trial to restart the trial period.

If the trial is in progress, and you want to extend the trial period, see [Extend a trial period](#extend-a-trial-period).

1. [Log in](https://app-sandbox.rebilly.com/login) to Rebilly.
2. In the left navigation bar, press **Data tables**, then press **Billing**.
3. Press **Active orders**, then in the top of the table, press **Filter**.
4. In the **Status** filter, in the **Value** field, clear the value and select **Trial-ended**.
5. In the **ID** column, press the order that contains subscription items.
6. In the right of the page, in the **Order details** section, press **Restart trial**.
7. In the **Trial end** dropdown, specify the new trial end date.
8. Press **Restart**.


For more information on how to configure trial periods, see [Products and pricing plans](/docs/settings/products-and-pricing).

## Reactivate a subscription

Use this process to reactivate a canceled order that contains subscription items.
This process creates a quote for the proposed reactivation, and issues it to the customer.
If the customer accepts the quote, the order may be reactivated.
Reactivation depends on which quote acceptance conditions are defined and fulfilled.
For more information, see [Manage quotes](/docs/data-tables/manage-quotes#manage-quotes).

If the order already has a draft or issued quote that has not expired, **Create reactivation quote** does not display.
Open the existing quote from the order details instead.

1. [Log in](https://app-sandbox.rebilly.com/login) to Rebilly.
2. In the left navigation bar, press **Data tables**, then press **Billing**.
3. Press **Canceled orders**.
4. In the **ID** column, press an order.
5. In the top right of the page, in the **Order details** section, press **Create reactivation quote**.
6. In the right of the page, in the **Quote details** section, press **Edit quote**.
7. To configure the quote, select from the following:
  1. Under the subscription items, press **Edit items** **Edit s**.
  2. Select from the following:
    1. Under the subscription items that are included in the order, press **Plus** **Add order items**.
    2. In the **Product** dropdown, select a product.
    3. In the **Plan** dropdown, select a pricing plan.

On the item, press **Delete**.
On the product, in the **Product** dropdown, select another product.
In the **Plan** section, press **Select a different plan**, then select a plan.
In the plan or product, in the **Quantity** field, enter a new quantity.
    1. On an order item, in the **Plan** section, press **Edit plan**.
    2. Press **Pricing**.
    3. In the **Pricing formula** dropdown, select a custom pricing formula.
For more information, see [Pricing formulas](/docs/settings/pricing-formulas).
    4. In the **Price** field, enter the price.
    5. Optionally, specify maximum and minimum quantities.
    6. Press **Save**.

    1. On an order item, in the **Plan** section, press **Edit plan**.
    2. Press **Edit plan**.
    3. In the **Name** field, enter a name to display on receipts and invoices.
    4. In the **Currency** dropdown, select the currency to use for this order.
    5. Under **Type**, select one of the following:
The following options are available depending on the plan type.
For example, trial-only and recurring options are only available for recurring plans.
      - Change the plan to a trial-only plan: Select **Trial only**.
      - Change the plan to a recurring plan: Select **Recurring**.
      - Change the plan to a non-recurring order: Select **One-time**.
    6. Press **Save**.

Use this option to configure a custom billing period for this order.
This option is only available for recurring plans.
    1. On an order item, in the **Plan** section, press **Edit plan**.
    2. Press **Edit plan**.
    3. In the **Type** section, press **Recurring**.
    4. Press **Billing period**.
    5. To specify the length of the billing period, select one of the following:
      - **Monthly:** Bill the customer every month.
      - **Yearly:** Bill the customer every year.
      - **Custom:** Bill the customer at a custom interval. 
To define a custom billing period length: In the **Select period** dropdown, select **Days**, **Weeks**, or **Months**.
In the **Number** field, enter the corresponding number of days, weeks, or months.
    6. In the **Frequency** section, to specify how often the billing period recurs, select one of the following:
      - **Recurs until canceled:** Billing recurs until the order that contains subscription items is canceled.
      - **Limited to:** Billing recurs for a specified number of occurrences.
    7. Press **Save**.

Use this option to configure custom metered billing based on usage for this order.
This option is only available for metered billing plans that are billed in arrears (postpaid).
To activate metered billing, enable postpaid settings: Press **Billing timing**, then select **Postpaid**.
    1. On an order item, in the **Plan** section, press **Edit plan**.
    2. Press **Metered billing**.
    3. Press **Activate metered billing**.
    4. In the **Metered billing strategy** dropdown, select one of the following:
      - Accumulate the usage and report the total: Select **Sum of reported usage**.
      - Report every usage: Select **Last reported usage**.
    5. In the **Minimum quantity** field, enter the minimum quantity to charge at the end of a service period regardless of reported usage.
    6. In the **Maximum quantity** field, enter the maximum quantity to charge at the end of a service period regardless of reported usage.
    7. Optionally, to bill the last reported quantity instead of zero when no usage is reported during a service period: Select the **Use last reported quantity when no usage is reported** checkbox.
This setting is only available when using the **Last reported usage** billing strategy.
For more information, see [Last reported quantity when no usage is reported](/docs/settings/products-and-pricing#last-reported-quantity-when-no-usage-is-reported).
    8. Press **Save**.

Use this option to configure custom billing timing for this order.
    1. On an order item, in the **Plan** section, press **Edit plan**.
    2. Press **Billing timing**.
    3. Select one of the following:
      - Specify that payments must be paid in advance: Select **Prepaid**.
      - Specify that payments must be paid at the end of the billing cycle: Select **Postpaid**.
    4. In the **Service period anchor** section, to set the date when the service period renews, select **Activate service period anchor** and specify a date. 
The start date and service period anchor date determine when the service period starts and ends.
    5. Press **Save**.

Use this option to edit the trial and setup settings for this order.
    1. On an order item, in the **Plan** section, press **Edit plan**.
    2. Press **Trial and setup**.
    3. In the **Trial** section, to configure a custom trial period, select **Activate trial**, then specify the trial period length and total price.
For a free trial, in the **Trial price** field, enter `0`.
    4. In the **Setup** section, to configure a custom setup fee, select **Activate setup**, then specify the setup fee amount.
    5. Press **Save**.

In the **Quote details** section, enter the following:
  - The expiration date of the quote.
  - A URL to redirect the customer to when a quote is accepted or rejected.
  - Apply any coupons to the quote.

This option is only displayed if one or more items in the quote is shippable.
In the **Shipping** section, select from the following:
  - **Rebilly**: Dynamically calculate shipping costs based on your configured [shipping rate settings](/docs/settings/shipping).
  - **Manual**: Manually specify the shipping cost.

Use this process to configure if payment attempts for the related order must occur automatically.
This setting supersedes the autopay setting that is currently configured on the order.
For more information, see [Manage autopay](/docs/data-tables/manage-autopay).
In the **Autopay** section, turn on the **Override autopay** toggle, and then select the **Enable autopay** checkbox.
In the **Acceptance** section, specify the condition that must be fulfilled for the quote to be accepted.
Select from the following:
  - **Payment:** To accept the quote, the customer must pay the full amount of the quote.
  - **Pay later**: The customer accepts the quote and pays later.

  1. To display payment terms to the customer: In the **Payment terms & signature** section, enter terms.
  2. Optionally, to display a signature line on the printed quote: Select the **Include a signature line** checkbox, then enter a signatory name to print on the signature line.
8. After you edit the quote for reactivating the order that contains subscription items, at the bottom right of the page, press **Save quote**.
9. To issue the quote to the customer, press **Issue quote**. 
For information on how to manage active quotes, see [Manage quotes](/docs/data-tables/manage-quotes).


## Redeem coupons on an order

To redeem coupons on an order that contains subscription items, see [Redeem coupons on an order](/docs/settings/coupons-and-discounts#redeem-coupons-on-an-order).

## Pause orders

A pause is a period of time when an order that contains subscription items is inactive.
During a pause, the order that contains subscription items is not billed, and the customer does not receive the product or service.
When the pause ends, the order that contains subscription items resumes billing.

### Pause an order

Use this process to pause an order that contains subscription items.

1. [Log in](https://app-sandbox.rebilly.com/login) to Rebilly.
2. In the left navigation bar, press **Data tables**, then press **Billing**.
3. Press **Active orders** or **Unpaid invoices**.
4. In the **ID** or **Invoice number** column, press an order.
5. In the right of the page, in the **Order details** section, press **Pause order**.
6. In the **Effective time** section, select one of the following:
  - Pause the order that contains subscription items immediately: Select **Now**.
  - Pause the order that contains subscription items on a specific date: Select **On specific date**, then select a date.
7. In the **End time** section, select one of the following:
  - Pause the order that contains subscription items indefinitely: Select **Indefinite**.
  - Pause the order that contains subscription items until a specific date: Select **Specific date**, then select the date when the pause ends.
8. In the **Pause information** section, specify who paused the order that contains subscription items.
9. In the **Description** field, enter a description for the pause.
10. Press **Pause**.


### Resume a paused order

Use this process to resume a paused order that contains subscription items.

1. [Log in](https://app-sandbox.rebilly.com/login) to Rebilly.
2. In the left navigation bar, press **Data tables**, then press **Billing**.
3. Press **Active orders**.
4. In the **ID** column, press an order.
5. In the right of the page, in the **Order details** section, press **Resume order**.


### Edit a paused order

Use this process to edit the details of a paused order that contains subscription items.

1. [Log in](https://app-sandbox.rebilly.com/login) to Rebilly.
2. In the left navigation bar, press **Data tables**, then press **Billing**.
3. Press **Active orders**.
4. In the **ID** column, press an order.
5. In the right of the page, in the **Order details** section, press **Edit pause**.
6. In the **Effective time** section, select one of the following:
  - Pause the order that contains subscription items immediately: Select **Now**.
  - Pause the order that contains subscription items on a specific date: Select **On specific date**, then select a date.
7. In the **End time** section, select one of the following:
  - Pause the order that contains subscription items indefinitely: Select **Indefinite**.
  - Pause the order that contains subscription items until a specific date: Select **Specific date**, then specify the end date.
8. In the **Pause information** section, specify who paused the order that contains subscription items, and provide a description for the pause.
9. Press **Edit pause**.


### Cancel a scheduled pause

Use this process to cancel a pause that is scheduled to start on a future date.

This option is only available for pauses that are scheduled to start on a future date.
To resume a paused order, see [Resume a paused order](/docs/data-tables/manage-subscriptions#resume-a-paused-order).

1. [Log in](https://app-sandbox.rebilly.com/login) to Rebilly.
2. In the left navigation bar, press **Data tables**, then press **Billing**.
3. Press **Active orders**.
4. In the **ID** column, press the order with a scheduled pause.
5. In the right of the page, in the **Order details** section, press **Cancel pause**.


## View billing activity

Use this process to view a customer's billing activity.
The timeline displays activity by date and time.

1. [Log in](https://app-sandbox.rebilly.com/login) to Rebilly.
2. In the left navigation bar, press **Data tables**, then press **Payments**.
3. Select one of the following segments: **Credits**, **Disputes**, **Sales**, or **Voids and refunds**.
4. In the **Timeline** section, on a billing activity, press **Caret right**.


## View metered billing usage

Use this process to view the usage of a metered billing plan.
For more information, see [Metered billing](/docs/settings/products-and-pricing#metered-billing).

Trial-only subscriptions do not have an upcoming invoice.
To view metered billing usage records for trial-only orders, see [View metered billing usage records for trial-only subscriptions](#view-metered-billing-usage-records-for-trial-only-subscriptions).

1. [Log in](https://app-sandbox.rebilly.com/login) to Rebilly.
2. In the left navigation bar, press **Data tables**, then press **Billing**.
3. Press **Active orders**.
4. Complete this step to view orders that are billed based on a specific pricing plan that uses metered billing.
  1. In the top right of the table, press **Filter**.
  2. In the **Filter** dropdown, select **Plan ID**.
  3. In the **Operation** dropdown, select **Is in**.
  4. In the **Value** field, enter the ID of the pricing plan that uses metered billing.
  5. Press **Apply filter**.
5. In the **ID** column, press an order that is billed based on a metered billing plan.
6. On the upcoming invoice, in the **Quantity** column, view the usage of the metered billing plan.


## View monthly recurring revenue (MRR) of an order

Use this process to view the MRR of an order that contains subscription items.
MRR is the predicted recurring revenue of an order that contains subscription items each month.

- To configure whether discounts are applied to the MRR of an order that contains subscription items, see [Edit organization settings](/docs/settings/organizations-and-websites#edit-organization-settings).
This applies to one-time discounts, and to recurring discounts with a specified end date or usage limit.
- Recurring discounts with no specified end date and usage limit are automatically subtracted from the MRR of an order that contains subscription items.


1. [Log in](https://app-sandbox.rebilly.com/login) to Rebilly.
2. In the left navigation bar, press **Data tables**, then press **Billing**.
3. Press **Active orders**, then in the **ID** column, press an order.
4. In the right of the page, in the **Order details** section, under the **MRR** label, view the MRR for the order.


## View order details

View the details of an order, such as the total amount invoiced, the total amount collected, and the number of invoices sent.
Other details include the renewal date, the autopay status, and the payment instrument used to pay the last invoice.
Invoice time shift details are also displayed.

1. [Log in](https://app-sandbox.rebilly.com/login) to Rebilly.
2. In the left navigation bar, press **Data tables**, then press **Billing**.
3. Press **Active orders**, **Canceled orders**, **Paid invoices**, or **Unpaid invoices**.
4. In the **ID** or **Invoice number** column, press a number.
5. In the right of the page, in the **Order details** section, view the following order details:
  - **Amount invoiced:** Total amount of money that has been invoiced to the customer for this order.
  - **Amount collected:** Total amount of money that has been collected from the customer for this order.
  - **# of invoices sent:** Total number of invoices that have been sent to the customer for this order.
  - **Renewal date:** Date and time when the order is renewed, and the next invoice for this order is due for payment.
  - **Autopay**: Status of the autopay feature on this order.
If autopay is active, payments are collected automatically on the renewal date.
The payment instrument that is associated with the order is used.
For more information, see [Activate autopay](/docs/data-tables/manage-autopay#activate-autopay).
  - **Paid by:** Payment instrument that was used to pay the last invoice for this order.
  - **Invoice time shift:** Details of invoice issue and due date adjustments, if applicable.
For more information, see [Invoice time and due time shift](/docs/settings/products-and-pricing#invoice-time-and-due-time-shift).


## View order risk analysis

Use this process to view the risk analysis information of an order.

1. [Log in](https://app-sandbox.rebilly.com/login) to Rebilly.
2. In the left navigation bar, press **Data tables**, then press **Billing**.
3. Select one of the following segments: **Active orders**, **Canceled orders**, **Paid invoices**, or **Refunded invoices**.
4. In the **ID** or **Invoice number** column, press a number.
5. In the right of the page, in the **Risk analysis** section, view the risk information.