Shipping rates

This topic describes how to create and update shipping rates, and also how to apply them to an invoice.

Create a shipping rate

When multiple shipping rates apply, the user can select their preferred shipping rate during checkout. If no products in the transaction require shipping, shipping rates are not used.

To create more than one shipping rate, repeat this process.

1. In the left navigation bar, click Settings .
2. In the Pricing section, click Shipping rates .
3. Click Add shipping rate .
4. In the Name field, enter a descriptive name for the shipping rate. The ID field is dynamically populated based on the Name field.
5. Optionally, in the Description field, enter additional information for the shipping rate.
6. In the Currency field, enter the currency of the shipping rate. This has to match the currency of the invoice.
7. In the Price field, enter the price of the shipping rate.
8. Optionally, to only match specific invoices by using filters, clear the Match all cases checkbox.
9. Optionally, to match a shipping rate to an invoice based on filter criteria, add one or more filters.
10. Create one or more Filters to match the shipping rate to an Invoice, based on the filter criteria.
11. Complete the form and click Add rate .
12. Click Save shipping rate .

Manage shipping rates

Use this process to view, activate or deactivate, edit, or delete shipping rates.

1. In the left navigation bar, click Settings .
2. In the Management section, click Shipping rates .
   The shipping rates page displays all rates. The Status slider indicates which shipping rates are active.
3. Select from the following:
   • Activate or deactivate a shipping rate: On the left of a shipping rate, toggle the Status slider.
   • Edit a shipping rate: On the right of a shipping rate, click , edit the shipping rate information, then click Save shipping rate .
   • Delete a shipping rate: On the right of a shipping rate, click ,

Apply shipping rates to an invoice

Use this process to apply shipping rates to an invoice.

1. Create a product and pricing plan

1. In the left navigation bar, click Settings .
2. In the Pricing section, click Product & pricing plans .
3. On the right of the screen, click Add product → .
4. Enter your product details.
5. 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 .
6. Optionally, to apply a shipping rate, in the Fulfillment section, select the Is shippable checkbox. For more information, see Shipping .
7. 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 Journals .
8. In the bottom right of the screen, click Create pricing plan .
9. Enter pricing plan details:
   1. In the Plan name field, enter the plan name. The Plan ID field is automatically populated.
   2. Select a currency.
   3. Select a pricing plan:
      • Trial only : Use this plan for trials that have a reduced fee, or are free.
        1. Select the Activate trial checkbox.
        2. Enter the trial period and price, or add zero for a free trial.
        3. At the bottom of the screen, click Add pricing plan .
      • Recurring : Use this plan for subscriptions.
        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, specify the billing schedule.
        3. 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 .
             
             
        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 : This strategy accumulates the usage and reports the total.
              • Last reported usage : This strategy reports every usage.
           2. 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.
           3. 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.
        5. 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.
        6. 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 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 trail period in the subscription, select the Activate trial checkbox. Enter the trial period and price, or add zero for a free trial.
        8. Under Setup , to include a setup fee, select the Use setup fee checkbox.
        9. At the bottom of the screen, click Add pricing plan .
           
           
      • On time sale : Use this plan for 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 Add pricing plan .

2. Create a shipping rate

To create more than one shipping rate, repeat this process.

1. In the left navigation bar, click Settings .
2. In the Pricing section, click Shipping rates .
3. Click Add shipping rate .
4. In the Name field, enter a descriptive name for the shipping rate. The ID field is dynamically populated based on the Name field.
5. Optionally, in the Description field, enter additional information for the shipping rate.
6. In the Currency field, enter the currency of the shipping rate. This has to match the currency of the invoice.
7. In the Price field, enter the price of the shipping rate.
8. Optionally, to only match specific invoices by using filters, clear the Match all cases checkbox.
9. Optionally, to match a shipping rate to an invoice based on filter criteria, add one or more filters.
10. Create one or more Filters to match the shipping rate to an Invoice, based on the filter criteria.
11. Complete the form and click Add rate .
12. Click Save shipping rate .

3. Create an order and apply shipping rate

1. In the left navigation bar, click Data tables .
2. Click Customers , and then select a customer.
3. In the right of the screen, click , then click Create an order .
4. In the Products and plans section, select a product, then select a pricing plan.
5. Enter your payment and timing preferences.
6. If your product has the Is shippable checkbox enabled, shipping details are displayed. Select from the following:
   • To dynamically calculate shipping costs: In the Shipping section, select Rebilly .
   • To manually enter shipping costs: In the Shipping section, select Manual .
7. Click Save order .

Manually update shipping rate on an invoice

Use this process to manually update the shipping rate on an invoice.

1. In the left navigation bar, click Data tables .
2. Click Customers , and then select a customer.
3. Locate the invoice in the Timeline or Pending subscriptions section.
4. Go to the bottom of the invoice, beside Shipping , click .
5. Select Manual and enter the amount, then click Save .