# 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.

A subscription is a recurring charge for a product or service that is billed at regular intervals, such as monthly or annually.
These periods are referred to as service periods.
An invoice is generated for each service period.
A customer enters a subscription when they agree to, or buy, a product that is part of a subscription plan.
A renewal date is the date when an invoiced payment is due on a subscription.
By default, this is one hour after issue date and time.
Example: A monthly prepaid subscription to an internet service provider.

## Abandon pending orders

Use this configuration to abandon an order 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 [Order status](/docs/dev-docs/orders#order-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 — see [Edit organizations](/docs/settings/organizations-and-websites#edit-an-organization).
- Define the TTL of a pending order when placing an order on behalf of a customer, by configuring a specific abandon date — 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 the upcoming invoice of a subscription 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 subscriptions, 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 subscriptions**.

4. Optionally, filter subscriptions by a specific pricing plan

  1. In the top right of the table, press **Filters**.
  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 a subscription 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 subscription.
Rebilly does not bill trial-only subscriptions, so you cannot manually add usage records to them.
You can still report usage through the API, and Rebilly tracks it only to enforce the trial limit.
To add metered billing usage records to all other subscriptions, 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 subscriptions**.

4. Optionally, filter subscriptions by trial-only

  1. In the top right of the table, press **Filters**.
  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 subscription that is a trial-only subscription.
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 a subscription renewal date.
If autopay is activated, the payment is retrieved from the customer on the renewal date using the default payment instrument set on the subscription.
If a default payment instrument is not set on the subscription, or if it is inactive, the customer's default payment instrument is used to collect payment.

The autopay schedule sets multiple retries for subscriptions that fail to bill successfully and specifies whether to cancel the subscription 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 the subscription is canceled if an invoice is not paid.
Delinquency periods can be applied to a subscription 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 a subscription

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

This feature enables customers to keep multiple payment methods on file, and to use them for auto-payment on separate orders.
For example, a customer may have a large annual subscription that they want to put on their Mastercard and a smaller monthly subscription that they want to put on their Visa.

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 subscriptions**.
4. In the **ID** column, press a subscription.
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 subscriptions**, **Canceled subscriptions**, **Paid invoices**, **Refunded invoices**, or **Unpaid invoices**.
4. In the **Timeline** section, select from the following:

  - Tag an email address or Rebilly Support

    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.

  - Add an attachment

    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.

  - Link a customer or transaction

    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.

  - Add a note

    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.
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 subscriptions**.
4. In the **ID** column, press an order ID.
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 a subscription.
When a subscription is canceled, the status of the subscription 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 subscriptions**, **Paid invoices**, or **Unpaid invoices**.
4. In the **ID** or **Invoice number** column, press a subscription.
5. In the right of the page, in the **Order details** section, press **Cancel subscription**.
6. In the **Effective date** section, select one of the following:

  - Cancel at the next renewal date

    Select **Cancel at the next renewal**.
    The date of the next renewal is displayed in brackets.

  - Cancel immediately

    Select **Cancel now**.
    Optionally, to provide the customer with credit for the remaining amount left on the subscription, select **Add pro rate credit**.

7. In the **cancellation information** section:
  1. Under **Canceled by**, to specify who canceled the subscription, 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 subscription**.

## 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 subscriptions**.
4. In the **ID** column, press a subscription.
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 subscription.

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 subscriptions**.
4. In the **ID** column, press a subscription.
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 a subscription.

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 subscriptions**.
4. In the **ID** column, press a subscription.
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 subscription, select **Add pro rate credit**.
8. Press **Save**.

## Change order details

Use this process to change the details of an order, 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 subscriptions**.
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 subscription.

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 subscriptions**.
4. In the **ID** column, press a subscription ID.
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 a subscription.
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 subscriptions**.
4. In the **ID** column, press a subscription.
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 a subscription that begins with a week-long free trial.
When the trial ends, the subscription automatically transitions to a subscription that is billed monthly.

1. [Log in](https://app-sandbox.rebilly.com/login) to Rebilly.

2. Configure the payment gateway to accept zero amount payments

  This step is required to begin the subscription 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. Create a product

    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. Create a pricing plan

  This step creates a recurring pricing plan that begins with a free trial period and automatically converts to a monthly subscription after the trial period ends.
    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 price of the subscription.
    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. Optionally, create a customer

  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. Create an order

  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 subscription.
When the trial period ends, the customer can choose to sign up to the subscription 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. Optionally, set up a payment gateway

  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. Create a product

    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. Create a pricing plan

  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. Optionally, create a customer

  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. Create an order

  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 subscription](/docs/dev-docs/subscriptions#trial-only-subscription) that includes items with a recurring interval to a subscription with a trial and recurring billing.
The trial will continue, and billing will start when the trial ends.

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

To create a 'trial-only' subscription that includes items with recurring billing, select the **Trial only** option when creating an order that includes 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 subscriptions**.

4. Optionally, filter subscriptions by trial-only

  1. In the top right of the table, press **Filters**.
  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 subscription.
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 subscription becomes 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 **Filters**.
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.
Trial-only plans, recurring plans that include a trial, and one-time plans cannot be used for this conversion.
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 a subscription.
The subscription 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 subscriptions**, then locate the trial.
4. In the **ID** column, press the subscription number.
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 subscriptions

Use this process to filter subscriptions in a data table segment based on specific criteria.
For example, you can filter subscriptions 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 subscriptions** or **Canceled subscriptions**.
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 subscription, such as adding or removing items, changing pricing, changing the billing period, changing the trial and setup settings, and changing billing settings.

When you add or remove items from a subscription invoice, you can choose to apply changes at the next service period, immediately, on a specific date, or 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, depending on which quote acceptance conditions are defined and fulfilled, the changes are applied to the subscription.

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 subscriptions**.
4. In the **ID** column, press a subscription.
5. Under the subscription items, press **Edit items** **Edit s**.
6. Select from the following:

  - Add items

    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.

  - Remove an item

    On the item, press **Delete**.

  - Change a product

    On the product, in the **Product** dropdown, select another product.

  - Select a different pricing plan

    In the **Plan** section, press **Select a different plan**, then select a plan.

  - Change quantity of an item

    In the plan or product, in the **Quantity** field, enter a new quantity.

  - Change pricing

      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**.

  - Change plan information

      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**.

  - Change billing period settings

    Use this option to configure a custom billing period for this subscription.
    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 subscription is canceled.
        - **Limited to:** Billing recurs for a specified number of occurrences.
      6. Press **Save**.

  - Change metered billing

    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**.

  - Change billing timing

    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 anchor shift** and specify a date.
    The start date and service period anchor date determine when the service period starts and ends.
      5. In the **Timing** section, to set the date when the invoice is issued and when payment is due, select from the following:
        - Specify when the invoice is issued: Select **Activate issued time shift** and specify when to issue the invoice in relation to the service period anchor date.
        - Specify when the invoice is due: Select **Activate due time shift** and specify when the invoice is due in relation to the date when the invoice is issued.
      6. Press **Save**.

  - Change trial and setup settings

    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 subscription renews.

  - Retain the current renewal time

    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 the paid subscription when the changes are applied.
      - If this order contains a trial-only plan, this option converts the trial-only plan to a paid subscription when the changes are applied.

    To retain the current renewal time: Select **Retain**.

- Reset the renewal time

  Use this option to reset the renewal time based on the date you choose in the **Effective date** section and the billing period settings of the updated order items.
    - If this order contains a trial period, this option ends the trial and starts the paid subscription when the changes are applied.
    - If this order contains a trial-only plan, this option converts the trial-only plan to a paid subscription when the changes are applied.

  To reset the renewal time: Select **Reset**.

- Retain the current renewal time, keep the trial, and then start recurring billing

  This option is only available when the order contains a subscription with a trial period.
  Use this option to apply changes to an order that contains a trial period without ending the trial 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**.

- Retain the current renewal time and retain trial only

  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 subscriptions.
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.
You cannot select a date and time in the past.
To charge the customer for the difference in cost between now and the period change, select the **Add proration** checkbox.
9. When you have finished editing the subscription, at the bottom right of the page, press **Change items**.
10. Select from the following:

  - Issue an interim invoice or apply changes to the next service period

    To apply the changes, and issue an interim invoice or apply to the next service period: press **Save**.

  - Issue 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 are applied to the subscription.
    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. To configure if payment attempts for the related subscription must occur automatically: In the **Autopay** section, turn on the **Override autopay** toggle, and then select the **Enable autopay** checkbox.
    This setting supersedes the autopay setting that is currently configured on the subscription.
    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**.

## Pay an invoice early

Use this process to pay an invoice early.
This process describes how to issue upcoming subscription invoice now so that it can 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 subscriptions**.
4. In the **ID** column, press a subscription.
5. In the right of the page, in the **Order details** section, press **Pay early**.
6. To specify when the due time will be 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 a subscription.
The subscription trial must be completed 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 subscriptions**, then in the top of the table, press **Filters**.
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 **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 subscription.
This process creates a quote for the proposed subscription reactivation, and issues it to the customer.
If the customer accepts the quote, depending on which quote acceptance conditions are defined and fulfilled, the order is reactivated.
For more information, see [Quotes](/docs/data-tables/manage-quotes#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 **Canceled subscriptions**.
4. In the **ID** column, press a subscription.
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:

  - Modify subscription items or settings

    1. Under the subscription items, press **Edit items** **Edit s**.
    2. Select from the following:

      - Add items

        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.

      - Remove an item

        On the item, press **Delete**.

      - Change a product

        On the product, in the **Product** dropdown, select another product.

      - Select a different pricing plan

        In the **Plan** section, press **Select a different plan**, then select a plan.

      - Change quantity of an item

        In the plan or product, in the **Quantity** field, enter a new quantity.

      - Edit pricing

            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**.

      - Edit plan information

            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**.

      - Edit billing period settings

        Use this option to configure a custom billing period for this subscription.
        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 subscription is canceled.
              - **Limited to:** Billing recurs for a specified number of occurrences.
            7. Press **Save**.

      - Edit metered billing

        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**.

      - Edit billing timing

        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 anchor shift** and specify a date.
        The start date and service period anchor date determine when the service period starts and ends.
            5. In the **Timing** section, to set the date when the invoice is issued and when payment is due, select from the following:
              - Specify when the invoice is issued: Select **Activate issued time shift** and specify when to issue the invoice in relation to the service period anchor date.
              - Specify when the invoice is due: Select **Activate due time shift** and specify when the invoice is due in relation to the date when the invoice is issued.
            6. Press **Save**.

      - Edit trial and setup settings

        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**.

  - Set expiration date, redirect URL, associated coupons, and written signature

    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.

  - Specify how shipping rates are calculated

    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.

  - Configure autopay for the associated subscription

    Use this process to configure if payment attempts for the related subscription must occur automatically.
    This setting supersedes the autopay setting that is currently configured on the subscription.
    For more information, see [Autopay](/docs/data-tables/manage-subscriptions#autopay-configuration).
    In the **Autopay** section, turn on the **Override autopay** toggle, and then select the **Enable autopay** checkbox.

  - Specify the quote acceptance conditions

    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 can accept the quote and pay later.

  - Specify payment terms & signature

    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. When you have finished editing the quote for the subscription reactivation, 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 a subscription

To redeem coupons on a subscription, see [Redeem coupons on a subscription](/docs/settings/coupons-and-discounts#redeem-coupons-on-a-subscription).

## Pause orders

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

### Pause an order

Use this process to pause 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 subscriptions** 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 immediately: Select **Now**.
  - Pause the order 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 indefinitely: Select **Indefinite**.
  - Pause the order 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.
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.

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 subscriptions**.
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.

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 subscriptions**.
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 immediately: Select **Now**.
  - Pause the order 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 indefinitely: Select **Indefinite**.
  - Pause the order until a specific date: Select **Specific date**, then specify the end date.
8. In the **Pause information** section, specify who paused the order, 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 subscriptions**.
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 subscriptions, 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 subscriptions**.

4. Optionally, filter subscriptions by a specific metered billing pricing plan

  Complete this step if you want to view subscriptions that are billed based on a specific pricing plan that uses metered billing.
    1. In the top right of the table, press **Filters**.
    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 a subscription 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.
MRR is the predicted recurring revenue of an order each month.

- To configure whether one-time discounts and recurring discounts with a specified end date or usage limit are applied to the MRR of an order, see [Edit organization settings](/docs/settings/organizations-and-websites#edit-organization-settings).
- Recurring discounts with no specified end date and usage limit are automatically subtracted from the MRR 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. Press **Active subscriptions**, then in the **ID** column, press a subscription.
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: total amount invoiced, total amount collected, number of invoices sent, renewal date, autopay status, payment instrument used to pay the last invoice, and invoice time shift details.

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 subscriptions**, **Canceled subscriptions**, **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 using the payment instrument that is associated with the order.
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 subscriptions**, **Canceled subscriptions**, **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.