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Task 5: Create orders in Rebilly
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Task 5: Create orders in Rebilly

Task: Create the following orders and invoices.

Docs: Create an order, Collect payment or register a payment.

Before you start this tutorial, if you have not already done so, create a product and pricing plan. A product and pricing plan is required.

Create orders

Create the following orders.

  • Customer name: Sherry Emery
  • Order type: Subscription
  • Item 1
    • Product: Software
    • Plan: Basic plan
    • Quantity: 1
  • Item 2
    • Product: Consulting
    • Plan: Basic consulting
    • Quantity: 3
  • AutoPay: On
  • Trial: Ensure this checkbox is not selected.
  • Coupons: None
  • Start date: Now
  • Service anchor date: Ensure this checkbox is not selected.
  • Invoice time shift: Ensure this checkbox is not selected.
  • Notes: Do not complete this field.
  • Payment collection method: Use payment card on file
  • Customer name: Arlene Steele
  • Order type: One-time
  • Item 1
    • Product: Consulting
    • Plan: Pro consulting
    • Quantity: 8
  • AutoPay: On
  • Trial: Ensure this checkbox is not selected.
  • Coupons: None
  • Start date: Now
  • Service anchor date: Ensure this checkbox is not selected.
  • Invoice time shift: Ensure this checkbox is not selected.
  • Notes: Do not complete this field.
  • Payment collection method: Mark as Paid outside Rebilly
  • Customer name: Jarvis Wooten
  • Order type: Subscription
  • Item 1
    • Product: Software
    • Plan: Pro plan
    • Quantity: 1
  • AutoPay: On
  • Trial: Ensure this checkbox is not selected.
  • Coupons: None
  • Start date: Now
  • Service anchor date: Ensure this checkbox is not selected.
  • Invoice time shift: Ensure this checkbox is not selected.
  • Notes: Do not complete this field.
  • Payment collection method: Use the hosted payment form link and any test card.
  • Customer name: Dale Moore
  • Order type: Subscription
  • Item 1
    • Product: Software
    • Plan: Pro plan
    • Quantity: 1
  • Item 2
    • Product: Consulting
    • Plan: Pro Consulting
    • Quantity: 2
  • AutoPay: On
  • Trial: Leave unchecked
  • Coupons: None
  • Start date: Now
  • Service anchor date: Ensure this checkbox is not selected.
  • Invoice time shift: Ensure this checkbox is not selected.
  • Notes: Do not complete this field.
  • Payment collection method: Use the hosted payment form link and any test card.

Create an order with custom (flexible) plan

You may need to create an order for a customer that has some customization. For example, a customer has negotiated a lower monthly rate for the Software Pro Plan monthly subscription.

Create the following customized plans and collect payment.

  • Customer Name: Evan Carlson
  • Order type: Subscription
  • Item 1
    • Product: Software
    • Plan: Pro plan
    • Quantity: 1
    • Amount: $120 per seat
  • AutoPay: On
  • Trial: Ensure this checkbox is not selected.
  • Coupons: None
  • Start date: Now
  • Service anchor date: Ensure this checkbox is not selected.
  • Invoice time shift: Ensure this checkbox is not selected.
  • Notes: Do not complete this field.
  • Payment collection method: Use the hosted payment form link and any test card.
  • Customer Name: Dorothy Casillas
  • Order type: Subscription
  • Item 1
    • Product: Software
    • Plan: Pro plan
    • Quantity: 2
    • Amount: $40 per seat
  • AutoPay: On
  • Trial: Ensure this checkbox is not selected.
  • Coupons: None
  • Start date: Now
  • Service anchor date: Ensure this checkbox is not selected.
  • Invoice time shift: Ensure this checkbox is not selected.
  • Notes: Do not complete this field.
  • Payment collection method: Use the hosted payment form link and any test card.
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