Products & pricing

In Rebilly, products are the items that your business sells. Pricing plans are how your customers pay for the items.

Create a product and pricing plan

Use this process to create a product and pricing plan.

  1. Enter product details:
    1. In the left navigation bar, click settings icon Settings .
    2. In the Pricing section, click Product & pricing plans .
    3. In the right of the screen, click Add product .
    4. In the Name field, enter the name of the product. This name is displayed on customer invoices and receipts.
    5. In the ID field, enter an ID that uniquely identifies the product. This ID is used in the Rebilly API to identify the product.
    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. In the bottom right of the screen, click Create pricing plan .
  2. Enter pricing plan details:
    1. In the Name field, enter the name of the plan. This name is displayed on receipts and invoices. The ID field is automatically populated.
    2. In the Currency dropdown, select the currency of the pricing plan.
    3. 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. Select the Activate trial checkbox.
      2. Specify the trial period and price. To create a free trial, in the Price per unit field, enter 0 .
      3. At the bottom of the screen, click 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 star-step pricing, see Pricing formulas .
      2. In the Recurring settings section:
        1. Select from the following:
          • To specify that billing recurs until cancelled, select Reoccurs until canceled .
          • To specify that billing recurs for a limited number of times, select Limited to and enter the number of billing occurrences.
        2. Under Recurring period specify the regularity and period of the billing cycle.
        3. Under Billing timing :
          • To specify that payments must be paid in advance, select Prepaid .
          • To specify that payments must be paid at the end of the billing cycle, select Postpaid .
        4. In the Metered billing section, to create a plan that is metered and quantity is based on usage, select the Activate metered billing checkbox, then complete the following:
          info

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

          1. 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 report every usage.
          2. Optionally, in the Minimum quantity field, specify the minimum quantity to charge at the end of a service period, regardless of reported usage.
          3. Optionally, in the Maximum quantity field, specify the maximum quantity to charge at the end of a service period, regardless of reported usage.
        5. Under Service period anchor , to define the date when the service period renews, select the Activate service period anchor checkbox, and enter a date.
        6. Under Invoice time shift , select from the following:
          • To adjust when the invoice is issued: Select the Activate issued time shift checkbox, and specify the adjustment.
          • To adjust the invoice payment due date: Select the Activate due time shift checkbox, and specify the adjustment.
          info

          Without invoice time shift, the invoice is issued on the renewal time and date and time, and the invoice is due 1 hour after being issued.

        7. Under Trial , to include a trial period in the subscription, select the Activate trial checkbox. Enter the trial period and price. To create a free trial, in the Price per unit field, enter 0 . Trials can be overridden when you create a subscription.
        8. Under Setup , to include a setup fee, select the Use setup fee checkbox and enter a price.
        9. At the bottom of the screen, click 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. At the bottom of the screen, click Create pricing plan .

Invoice time and due time shift

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

On a standard subscription order, 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 when you create a new pricing plan. For more information, see Create a product and pricing plan.

Metered billing

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 product and pricing plan.

Edit a product and pricing plan

  1. In the left navigation bar, click settings icon .
  2. In the Pricing section, click Product & pricing plans .
  3. In the ID column, click the item that you want to edit.
  4. Edit a product or pricing plan:
    • To edit a pricing plan, on the right of the pricing plan, click actions icon .
    • To edit a product, on the right of the Product info tile, click actions icon .

Filter products

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

  1. In the top right of the products table, click Filter icon Filters .
  2. In the first dropdown, select a filter.
  3. In the second dropdown, select a condition.
  4. Depending on the data selected in the previous steps, enter or select additional values, then click Apply filters .