My organizations and websites

When you first log in to Rebilly, you create an organization as part of the setup process. A default website is created when a new organization is created.

An organization is an entity that represents you, or your company, as a merchant.

A website is where your organization obtains a customer through a subscription. It is also the processor account and billing descriptor used for payment transactions.

Add new websites

Use this process to add new websites.

1. In the left navigation bar, click Settings .
2. In the Management section, click My organization & websites.
3. In the right of the screen, click Add website.
4. In the Website logo section, click the upload logo icon, and add a logo.
5. In the Website information section
   1. In the Website name field, enter the website name.
   2. In the Domain field, enter the domain of the website.
   3. In the customer service phone and email fields, enter the customer service details for this website.
6. Click Save.

Create additional organizations

Rebilly supports the association of multiple organizations to a single user login. If you have multiple entities, you can choose to use a single Rebilly account, or create a separate Rebilly account for each organization. For example, this is beneficial if you are managing two separate and unrelated businesses.

Invoices and orders must be associated with a single organization. This is a mandatory requirement when creating an invoice, subscription, or payment. A gateway account can be associated with one organization only.

To create an additional organization:

1. In the top left corner of the screen, click your organization name.
2. In the drop-down, click Add new organization.
3. Complete the form and click Add organization.

Configure a custom domain

Use this process to configure a custom domain.

Rebilly supports the use of custom domains in hosted checkout forms, billing portals, quotes, deposit requests and payouts. Instead of using the default Rebilly domain: portal.secure-payments.app, you can use your own.

1. In the left navigation bar, click Settings .
2. In the Management section, click My organization & websites.
3. In the Custom domains section, click Add custom domain, then enter your custom domain and click Add.
4. Log in to your DNS management service, create a CNAME DNS entry for your custom domain, and point it to one of the following Rebilly URLs:
   • Live environment: custom.secure-payments.app
   • Sandbox environment: sandbox-custom.secure-payments.app
5. On the first custom page request, Rebilly automatically creates a signed SSL Certificate for your configured domain.

Edit a website

Use this process to edit the details of a website.

1. In the left navigation bar, click Settings .
2. In the Management section, click My organization & websites.
3. To edit a website: On the right of website tile, click , then click Edit Website.
4. In the Website logo section, select from the following:
   • Add a logo: Click the upload logo icon.
   • Change a logo: Click Change logo.
   • Delete a logo: Click Remove logo.
5. In the Website information section
   1. In the Website name field, edit the website name.
   2. In the Domain field, edit the domain of the website.
   3. In the customer service phone and email fields, edit the customer service details for this website.
6. Click Save.

Edit an organization

Use this process to edit the details of organization and to globally configure the Time To Live (TTL) of pending orders.

1. In the left navigation bar, click Settings .
2. In the Management section, click My organization & websites.
3. On the right of the Organization details tile, click Edit.
4. In the Organization logo section, select from the following:
   • Add a logo: Click the upload logo icon.
   • Change a logo: Click Change logo.
   • Delete a logo: Click Remove logo.
5. In the Organization information section:
   1. In the Organization name field, edit the organization name.
   2. In the Address, City, Country, Region, and Postal code fields, enter or edit the address of the organization.
   3. In the Phone number field, enter or edit the phone number of the organization.
      To add more than one phone number, click Add phone number. If the organization has more than one phone number, to set the default phone number, click Make primary.
   4. In the Email field, enter or edit the email address of the organization.
      To add more than one email address, click Add email. If the organization has more than one email address, to set the default email address, click Make primary.
6. In the Organization setting section:
   1. In the Tax descriptor field, enter or edit the tax descriptor of the organization. The tax descriptor is displayed on invoices.
   2. In the Invoice time zone field, select the time zone of the organization. This timezone is used for invoice timestamps.
   3. Optionally, to globally configure the Time To Live (TTL) of pending orders, and automatically abandon them if a customer does not activate the order within a specific time frame: Select the Automatically abandon pending orders checkbox and specify the time frame.

Export organization data

Use this option to export organization data in ZIP format. You can only process one data export request at a time. Data export requests must finish processing before a new data export can be requested.

1. In the left navigation bar, click Settings .
2. In the Management section, click My organization & websites.
3. In the Export organization data section, click Export, then wait until the data is generated.
4. When the data generation process is complete, to download in ZIP format, click Download the export file.

Manage tax ID numbers

Use this process to add, delete, or choose a default tax ID number.

As a merchant, you may need to display tax ID numbers on invoices you issue. This process describes how to add and manage organization tax ID numbers. For more information on managing taxes, see Taxes.

1. In the left navigation bar, click Settings .
2. In the Management section, click My organization & websites.
3. In the Tax ID numbers section, select from the following:
   • Add a new tax ID number: Click Add tax ID number.
   • Delete a tax ID number: On the right of a tax ID number, click , then click Delete.
   • Set a default tax ID number: On the right of a tax ID number, click , then click Set as default.

Manage tax locations

Use this process to add, edit, or delete tax locations.

As a merchant, you may need to collect taxes in different locations using the TaxJar or Avalara tax calculator. This process describes how to add and manage additional organization tax addresses. For more information on managing taxes, see Taxes.

1. In the left navigation bar, click Settings .
2. In the Management section, click My organization & websites.
3. In the Tax locations section, select from the following:
   • Add a new tax location: Click Add tax location.
   • Edit a tax location: On the right of a tax location, click Edit , edit, then click Update.
   • Delete a tax location: On the right of a tax location, click Delete

Obtain your organization ID and website ID

Use this process to obtain your organization ID and website ID. Both IDs are required to interact with the Rebilly API.

When you first log in to Rebilly, you create an organization as part of the setup process. A default website is created when a new organization is created. The website ID is a unique identifier which describes your website or websites. The organization ID describes your organization or organizations.

1. In the left navigation bar, click Settings .
2. In the Management section, click My organization & websites.
3. In the Organization details section, note the ID value.
4. In the Websites section, note the ID value.