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
-
In the left navigation bar, click
Settings , then click Product & pricing plans .
- On the right of the screen, click Add product → .
- Enter your product details.
- Optionally, if your product is taxable, in the Taxes section, select the Is taxable checkbox, and select a tax category ID. For more information, see Taxes .
- Optionally, to apply a shipping rate, in the Fulfillment section, select the Is shippable checkbox. For more information, see Shipping .
- Optionally, 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 Manage journal entry .
- In the bottom right of the screen, click Create pricing plan .
-
Enter pricing plan details:
- In the Plan name field, enter the plan name. The Plan ID field is automatically populated.
- Select a currency.
-
Select a pricing plan:
-
Is trial only
: Use this plan for trials that have a reduced fee, or are free.
- Select the Has trial checkbox.
- Enter the trial period and price, or add zero for a free trial.
- At the bottom of the screen, click Add pricing plan .
-
Has recurring settings
: Use this plan for subscriptions.
- 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 .
- In the Recurring settings section, specify the billing schedule.
-
Under
Billing timing
:
- To specify that the subscription must be paid in advance, select Prepaid .
-
To specify that the subscription must be paid at the end of the billing cycle, select
Postpaid
.
-
In the
Metered billing
section, to create a plan that is metered and quantity is based on usage, select the
Has metered billing
checkbox, then complete the following:
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Metered billing is only available for postpaid plans. For more information, see Metered billing.
-
In the
Metered Billing Strategy
dropdown, select from the following:
- Sum of reported usage : This strategy accumulates the usage and reports the total.
- Last reported usage : This strategy reports every usage.
- Optionally, in the Min field, specify the minimum charged quantity for invoices. If the quantity is below this value, this is the minimum charged quantity.
- Optionally, in the Max fields, specify the maximum charged quantity for invoices. If the quantity is above this value, this is the maximum charged quantity.
-
In the
Metered Billing Strategy
dropdown, select from the following:
- Under Service period anchor , to define the end of the service period, select the Has service period anchor checkbox, and enter a day and optionally, a time.
-
Under
Invoice time shift
, to adjust when the invoice will be issued, and when it is due in relation to the renewal:
- To adjust when the invoice is issued: Select the Has issued time shift checkbox, and specify the adjustment.
-
To adjust the invoice payment due date: Select the
Has due time shift
checkbox, and specify the adjustment.
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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.
- Under Trial , to include a trail period in the subscription, select the Has trial checkbox. Enter the trial period and price, or add zero for a free trial.
- Under Setup , to include a setup fee, select the Has setup checkbox.
-
At the bottom of the screen, click
Add pricing plan
.
-
On time sale
: Use this plan for one time sales.
- 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 .
- At the bottom of the screen, click Add pricing plan .
-
Is trial only
: Use this plan for trials that have a reduced fee, or are free.
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 Enable or disable 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
-
In the left navigation bar, click
, then click Product & pricing plans .
- In the ID column, click the item that you want to edit.
-
Edit a product or pricing plan:
-
To edit a pricing plan, on the right of the pricing plan, click
.
-
To edit a product, on the right of the
Product info
tile, click
.
-
To edit a pricing plan, on the right of the pricing plan, click
Filter products
Use this process to filter products that are displayed in the Products page.
-
At the top of the products table, click
.
- In the first dropdown, select a filter.
- In the second dropdown, select a condition.
- Depending on the data selected in the previous steps, enter or select additional values, then click Apply filters .