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.