Products & pricing

In Rebilly, products are the items that your business sells. Pricing plans are how your customers pay for the items. Pricing plans are associated with products. You must create the product before creating the pricing plan.

This process describes how to create a product.

1. In the left navigation bar, press Settings.
2. In the Pricing section, press Product & pricing plans.
3. In the right of the page, press Add product.
4. In the Name field, enter the name of the product. This name is displayed on customer invoices and receipts.
   The ID field is automatically populated based on the name.
5. Optionally, to manually enter a product ID: In the ID field, enter an ID that uniquely identifies the product. This ID is used in the Rebilly API to identify the product. If the ID value is cleared and left blank, a new ID is automatically generated.
6. In the Description field, enter a description of the product. This description is displayed on customer invoices and receipts.
7. In the Unit label field, enter a label that describes units of the product. This label is displayed beside 'quantity' on invoices and receipts. Examples: seat, license, API call, widget.
8. In the Accounting code field, enter a product accounting code. This code is useful when data imports are mapped into accounting software.
9. If your product is taxable: In the Taxes section, select the Taxable checkbox and specify a tax category ID. For more information, see Taxes.
10. If your product is shippable: In the Fulfillment section, select the Shippable checkbox and specify a shipping rate. For more information, see Shipping.
11. To automatically generate journal entries with corresponding records on this product, in the Recognition section, select a debit and credit account. For more information, see Journals.
12. Optionally, to define product options: In the Product options section, select Add product options, then enter a product option in the Product option 1 field.
    Values are set on associated pricing plans.
    To add another option, press Add product option.
    For more information, see Product options.
13. In the bottom right of the page, press Create product.
    To create pricing plans for the product, see Create a pricing plan.

This process describes how to create a pricing plan. The associated product must be created before creating a pricing plan.

1. In the left navigation bar, press Settings.

2. In the Pricing section, press Product & pricing plans.

3. Select the product that you want to create a pricing plan for.
   If you have not created the product, see Create a product.

4. In the right of the page, press Create pricing plan.

5. In the Name field, enter the name of the plan. This name is displayed on receipts and invoices.
   The ID field is automatically populated based on the name.

6. Optionally, to manually enter a pricing plan ID: In the ID field, enter an ID that uniquely identifies the pricing plan. If the ID value is cleared and left blank, a new ID is automatically generated.

7. In the Currency dropdown, select the currency of the pricing plan.

8. Optionally, if one or more product options are defined on the product: In the Product options section, enter a value for each product option.
   You can set only one value per product option in a pricing plan.
   For example, a product option named Region may have a value of US.

9. Under Type, select one of the following pricing plans:

   Trial only

   Use this plan for limited-time product trials. Trials may have a reduced fee, or may be free.

   1. In the Trial section, specify the trial period and price.
      To create a free trial, in the Trial price field, enter 0.
   2. Press Create pricing plan.

   Recurring

   Use this plan for subscriptions or sales that reoccur over a period of time.

   1. In the Pricing section, select a pricing formula and enter a price per unit. For detailed information on pricing plans, such as: tiered, volume, and stair-step pricing, see Pricing formulas.

   2. In the Recurring settings section:

      To define a custom billing period length: In the Select period dropdown, select Days, Weeks, Months, or Years. In the Number field, enter the corresponding number of days, weeks, months, or years.

      • 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, Months, or Years. In the Number field, enter the corresponding number of days, weeks, months, or years.

      1. In the Frequency section, to specify how often the billing period recurs or the number of billing periods, select one of the following:

         • Reoccurs until canceled: Billing recurs until the subscription is canceled.
         • Limited to: Specify the number of billing occurrences.

      2. In the Billing timing section, to specify when payments are due, select one of the following:

         • Prepaid: Payment must be made in advance of each billing period.
         • Postpaid: Payment must be made at the end of the billing period.

      3. Optionally, to define the date when the service period renews: In the Billing timing section, under Service period anchor, select the Activate service period anchor checkbox, and enter a date.

      4. Optionally, to create a plan that is metered and quantity is based on usage, in the Metered billing section, complete the following:

         Metered billing is only available for postpaid plans. For more information, see Metered billing.

         1. Select the Activate metered billing checkbox.
         2. In the Metered billing strategy dropdown, select from the following:
            • Sum of reported usage: Select this strategy to accumulate the usage and report the total.
            • Last reported usage: Select this strategy to use last reported usage at the end of the billing period. For example, if a customer uses 5 units on the first day of a billing period and 10 on the last, the final usage of 10 is billed.
         3. Optionally, in the Quantity section, in the Min field, specify the minimum quantity to charge at the end of a service period, regardless of reported usage. A usage hard limit on a subscription cannot be lower than the minimum charged by the plan. The minimum charge applies even when reported usage is lower. The limit quantity is checked against the minimum billable quantity, and the limit amount is checked against the minimum billable amount. A limit of 0 is an exception and stops usage reporting entirely.
         4. Optionally, in the Max field, specify the maximum quantity to charge at the end of a service period, regardless of reported usage.
         5. Optionally, to bill the last reported quantity instead of zero if 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.

      5. Optionally, to include a trial period in the subscription:

         1. In the Trial section, select the Activate trial checkbox.
         2. Enter the trial period and price.
            To create a free trial, in the Trial price field, enter 0. Trials can be overridden when you create a subscription.

      6. Optionally, to include a setup fee: In the Setup fee section, enter an amount.

      7. Press Create pricing plan.

   One time sale

   Use this plan for non-recurring, one-time, sales.

   1. In the Pricing section, select a pricing formula and enter a price per unit. For detailed information on pricing plans, such as: tiered, volume, and star-step pricing, see Pricing formulas.
   2. Press Create pricing plan.

Use invoice time shift to adjust when the renewal invoice for a subscription is issued and made payable. Use due time shift to adjust when the payment is due. If the order uses autopay, payment is collected automatically at the due time. If the invoice is not paid, it moves to past due status after 24 hours. For more information, see Activate or deactivate autopay.

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

Invoice time or due time shift is configured on the order. This setting is not available on a pricing plan. To configure invoice time or due time shift, see Create an order.

Use metered billing when product quantity is unknown to the customer at the moment of creating a subscription. Metered billing is based on reported Usage records. Every reported usage updates the quantity of an upcoming invoice item for a specified subscription and a plan. To create a metered billing plan, see Create a pricing plan.

Use this option to bill the last reported quantity instead of zero when no usage is reported during a service period. This is useful for hosted or persistent resources whose usage does not change every period. This setting is only available when using the Last reported usage billing strategy. For more information, see Create a pricing plan.

Use this process to edit product details or product options.

1. In the left navigation bar, press Settings.

2. In the Pricing section, press Product & pricing plans.

3. In the ID column, press the product that you want to edit.

4. Select from the following:

   Edit product details

   1. On the right of the Product details section, press , then press Edit product.
   2. Update the product details.
   3. Press Update product.

   Edit product options

   1. On the right of the Product options section, press Edit.

   2. Update the current options:

      • To edit a product option: In the Product option field, enter a product option.
      • To remove an option: Press Delete beside the option.

        Removing a product option does not remove its values from associated pricing plans or existing order items. To remove obsolete values, edit and save the product options on each pricing plan.

      • To add a product option: Press Add product option and enter a product option.
        To add values for a product option to pricing plans, see Create a pricing plan.

   3. Press Save changes.

Use this process to edit a pricing plan.

1. In the left navigation bar, press Settings.
2. In the Pricing section, press Product & pricing plans.
3. In the ID column, press the product that contains the pricing plan.
4. On the right of the pricing plan, press , then press Edit pricing plan.
5. Update the pricing plan details.
6. Optionally, if one or more product options are defined on the product: In the Product options section, edit the existing values.
   To remove a value, clear the field for the product option.
7. Press Update pricing plan.

Use this process to view product options and the values that are assigned to associated pricing plans.

1. In the left navigation bar, press Settings.
2. In the Pricing section, press Product & pricing plans.
3. In the ID column, press the product that you want to view.
   In the Product options section, product options for the product are displayed.
   For pricing plans with option values, the product options and values are displayed in the Product options section.

Use this process to archive a pricing plan that is no longer offered for new sales. Existing orders that use the plan continue to bill. Archived plans display at the bottom of the list of pricing plans.

1. In the left navigation bar, press Settings.
2. In the Pricing section, press Product & pricing plans.
3. In the ID column, press the product that contains the pricing plan.
4. On the right of the pricing plan, press .
5. Press Archive pricing plan.
6. Press Archive plan.

Use this process to restore an archived pricing plan.

1. In the left navigation bar, press Settings.
2. In the Pricing section, press Product & pricing plans.
3. In the ID column, press the product that contains the pricing plan.
4. On the right of the archived pricing plan, press .
5. Press Restore pricing plan.

Use this process to filter products that are displayed in the Products page.

1. In the top right of the products table, press Filter.
2. In the Filter dropdown, select a filter.
3. In the Operation dropdown, select a condition.
4. In the Value field, enter or select values.
5. Press Apply filter.