My organizations and websites

When you sign up to Rebilly, your organization and website is automatically created using the details that you submit.

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 .
2. In the Management section, click My organization & websites .
3. In the right of the screen, click Add website .
4. Complete the form and click Save website .

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

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

To configure a custom domain:

1. In the left navigation bar, click .
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 organizations and websites details

Use this process to edit organization and website details.

1. In the left navigation bar, click .
2. In the Management section, click My organization & websites .
3. Edit details:
   • To edit a website, on the right of website tile, click , then click Edit Website .
   • To edit an organization details, on the right of the Organization info tile, click Edit .

Export organization data

Use this option to export your current organization's 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 .
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

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

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

1. In the left navigation bar, click .
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

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

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

1. In the left navigation bar, click .
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, then click Update .
   • Delete a tax location: On the right of a tax location, click

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.

A website and organization are created automatically when you sign up to Rebilly. 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 .
2. In the Management section, click My organization & websites .
3. In the Organization info section, note the ID value.
4. In the Websites section, note the ID value.