Manage subscriptions

This topic describes how to manage subscriptions using the Rebilly UI.

A subscription is a recurring charge for a product or service that is billed at regular intervals, such as monthly or annually. These periods are referred to as service periods. An invoice is generated for each service period.

A customer enters a subscription when they agree to, or buy, a product that is part of a subscription plan. A renewal date is the date when an invoiced payment is due on a subscription. By default, this is one hour after issue date and time. Example: A monthly pre-paid subscription to an internet service provider.

To view all subscription statuses, see Subscription status.

Abandon pending orders

Use this configuration to abandon an order and void related invoices if a customer does not activate the order within a specific time frame.

A pending order is an order that was created by a customer, but not yet activated. The order is pending until the customer activates it by paying the first invoice. For more information, see Order status.

Select from the following options:

• Automatically abandon pending orders based on a global Time To Live (TTL) setting, called Automatically abandon pending orders, in organization details — see Edit organizations.
• Define the TTL of a pending order when placing an order on behalf of a customer, by configuring a specific abandon date — see Create an order.

Activate or deactivate autopay

Autopay is the process of automatically collecting payment from a customer on a subscription renewal date. If autopay is activated, the payment is retrieved from the customer on the renewal date using the default payment instrument set on the subscription. If a default payment instrument is not set on the subscription, or if it is inactive, the customer's default payment instrument is used to collect payment.

The autopay schedule sets multiple retries for subscriptions that fail to bill successfully and specifies whether to cancel the subscription after the last attempt.

To activate or deactivate autopay, see Activate or deactivate autopay. To configure the autopay schedule, see Configure autopay.

Activate or deactivate delinquency period

A delinquency period is the length of time after which the subscription is canceled if an invoice is not paid. Delinquency periods can be applied to a subscription or to an invoice.

To add or edit delinquency periods, see Manage delinquency periods.

Add a default payment instrument to a subscription

Use this process to add a default payment instrument to a subscription. If autopay is active, this payment instrument is used to automatically pay the subscription renewal. For more information, see Activate autopay.

This feature enables customers to keep multiple payment methods on file, and to use them for auto-payment on separate orders. For example, a customer may have a large annual subscription that they want to put on their Mastercard and a smaller monthly subscription that they want to put on their Visa.

1. Log in to Rebilly.
2. In the left navigation bar, press Data tables, then press Billing.
3. Press Active subscriptions.
4. In the ID column, press a subscription.
5. In the top right of the screen, in the Order details section, press Edit.
6. In the Default payment instrument dropdown, select a payment instrument.
7. Press Save.

Add notes, attachments, or tags to a subscription

Use this process to add information to a subscription, or to tag a colleague, or tag Rebilly Support to get their input or help.

The Timeline section provides a detailed record of all billing related activities between you and your customer. To interact with an activity, view more information or take further action, press the event item or key.

1. Log in to Rebilly.

2. In the left navigation bar, press Data tables, then press Billing.

3. Press any segment, such as: Active subscriptions, Canceled subscriptions, Paid invoice, Refunded invoices, or Unpaid invoices.

4. In the Timeline section, select from the following:

   Tag an email address or Rebilly support

   1. In the text input field, press Tag user.
   2. In the dropdown, select a user or Rebilly support, then press Return or Enter on your keyboard.
   Add an attachment

   1. In the text input field, press Attach a file, select a file, then press Open or Attach.
   2. Enter a message, and press Return or Enter on your keyboard.
   Link a customer or transaction

   1. In the text input field, press Link to a customer or transaction, in the dropdown, select Customers or Transactions.
   2. Select a transaction or customer, then press Return or Enter on your keyboard.
   Add a note

   1. In the text input field, enter a message.
   2. Press Return or Enter on your keyboard.

Apply a coupon to a subscription

Use this process to apply coupons to an active subscription. For information on how to create, edit, and redeem coupons, see Coupons.

1. Log in to Rebilly.
2. In the left navigation bar, press Data tables, then press Billing.
3. Press Active subscriptions.
4. In the ID column, press a subscription ID.
5. In the right of the screen, in the Order details section, press Redeem coupons.
6. In the dropdown, select one or more coupons.
7. Optionally, to notify the customer by email that coupons were redeemed, select the Send email to customer checkbox.
8. Press Redeem.

Cancel a subscription

Use this process to cancel a subscription. When a subscription is canceled, the status of the subscription is set to canceled. For more information, see Subscription status.

1. Log in to Rebilly.

2. In the left navigation bar, press Data tables, then press Billing.

3. Press Active subscriptions, Paid invoice, or Unpaid invoices.

4. In the ID or Invoice number column, press a subscription.

5. On the right of the screen, in the Order details section, press Cancel subscription.

6. In the Effective date section, select one of the following:

   Cancel at the next renewal date

   Select Cancel at the next renewal. The date of the next renewal is displayed in brackets.

   Cancel immediately

   Select Cancel now. Optionally, to provide the customer with credit for the remaining amount left on the subscription, select Add pro rate credit.

7. In the Cancellation information section:

   1. Under Canceled by, to specify who canceled the subscription, select Customer or Merchant.
   2. In the Cancellation reason dropdown, select a reason for the cancellation.
   3. In the Description field, enter a description for the cancellation.

8. Optionally, to notify the customer by email that their subscription is canceled, select the Send email to customer checkbox.

9. Press Cancel subscription.

Change a billing or delivery address

Use this process to change a customer's billing or delivery address on an invoice.

1. Log in to Rebilly.
2. In the left navigation bar, press Data tables, then press Billing.
3. Press Active subscriptions.
4. In the ID column, press a subscription.
5. Select from the following:
   • Update the billing address: On the right of Billed to, press Edit .
   • Update the delivery address: On the right of Delivered to, press Edit .
6. Update the address, then press Save.

Change cancellation reason

Use this process to change the cancellation reason on a canceled subscription.

1. Log in to Rebilly.
2. In the left navigation bar, press Data tables, then press Billing.
3. Press Canceled subscriptions.
4. In the ID column, press a subscription.
5. In the top right of the screen, press Edit.
6. In the Cancellation reason dropdown, select a reason for the cancellation.
7. Optionally, to specify a description for the cancellation, in the Description field, enter a description.
8. Press Save.

Change subscription cancellation time

Use this process to change the cancellation time of a subscription.

1. Log in to Rebilly.
2. In the left navigation bar, press Data tables, then press Billing.
3. Press Canceled subscriptions.
4. In the ID column, press a subscription.
5. In the top right of the screen, in the Order details section, press Update cancellation time.
6. Select a new cancellation time.
7. Optionally, to refund the customer for the remaining amount left on the subscription, select Add pro rate credit.
8. Press Save.

Change subscription details

Use this process to change the details of a subscription, such as the shipping address, PO number, or billing address.

1. Log in to Rebilly.
2. In the left navigation bar, press Data tables, then press Billing.
3. Press Active subscriptions.
4. In the ID column, press a subscription.
5. On the right of an invoice item, such as: Billed to, Delivered to, or PO number, press .
6. Edit or add information, then press Save.

Change subscription renewal date

Use this process to change the renewal date of an active subscription.

1. Log in to Rebilly.
2. In the left navigation bar, press Data tables, then press Billing.
3. Press Active subscriptions.
4. In the ID column, press a number.
5. In the right of the screen, in the Order details section, press Update renewal.
6. Select from the following:
   • Set the renewal date to now: Select Now.
   • Set the renewal date to a specific date: Select Specific date, then select a date.
7. Press Update.

Change subscription shipping costs

Use this process to manually edit the shipping costs for a subscription. For more information, see Shipping.

1. Log in to Rebilly.
2. In the left navigation bar, press Data tables, then press Billing.
3. Press Active subscriptions.
4. In the ID column, press a subscription.
5. On the right of Shipping, press Edit s.
6. Select Manual, enter an amount, then press Save. By default, shipping costs are calculated automatically in Rebilly.

Extend a trial period

Use this process to extend a trial period for a subscription.

1. Log in to Rebilly.
2. In the left navigation bar, press Data tables, then press Billing.
3. Press Active subscriptions, then locate the trial.
4. In the ID column, press the subscription number.
5. In the right of the page, in the Order details section, press Change trial end date.
6. In the Trial end dropdown, specify the new trial end date.
7. Press Change.

For more information on how to configure trial periods, see Products and pricing plans.

Filter subscriptions

Use this process to filter subscriptions in a data table segment based on specific criteria. For example, you can filter subscriptions by customer ID, start time, status, billing address country, and more.

1. Log in to Rebilly.
2. In the left navigation bar, press Data tables, then press Billing.
3. Press Active subscriptions or Canceled subscriptions.
4. At the top of the table, press Filter .
5. Select a filter, then press Apply.
6. To add more filters, press Add filter.

Modify subscription items or settings

Use this process to modify an active subscription, such as adding or removing items, changing pricing, changing the billing period, changing the trial and setup settings, and changing billing settings.

When you add or remove items from a subscription invoice, you can choose to add items to the next service, on a specified date, or to issue the customer a quote for the changes. Quotations provide customers with a detailed breakdown of the changes to their subscription. If the customer accepts the quotation, depending on which quote acceptance conditions are defined and fulfilled, the changes are applied to the subscription.

1. Log in to Rebilly.

2. In the left navigation bar, press Data tables, then press Billing.

3. Press Active subscriptions.

4. In the ID column, press a subscription.

5. Under the subscription items, press Edit items .

6. Select from the following:

   Add items

   1. Under the subscription items that are included in the order, press Add order items.
   2. In the Product dropdown, select a product.
   3. In the Plan dropdown, select a pricing plan.
   Remove an item

   On the item, press .

   Change a product

   On the product, in the Product dropdown, select another product.

   Change pricing plan

   In the Plan section, press Change plan, then select a plan.

   Change quantity of an item

   In the plan or product, in the Quantity field, enter a new quantity.

   Change pricing

   1. On an order item, in the Plan section, press Edit plan.
   2. Press Pricing.
   3. In the Pricing formula dropdown, select a custom pricing formula. For more information, see Pricing formulas.
   4. In the Price field, enter the price.
   5. Optionally, specify maximum and minimum quantities.
   6. Press Save.
   Change plan information

   1. On an order item, in the Plan section, press Edit plan.

   2. Press Plan info.

   3. In the Name field, enter a name to display on receipts and invoices.

   4. In the Currency dropdown, enter the currency to use for this order.

   5. Under Type, select one of the following:

      • To change the plan to a trial only plan: Select Trial only.
      • To change the plan to recurring plan: Select Subscription.
      • Change the plan to a non-recurring order: Select One-time.

   6. Press Save.

   Change billing period settings

   Use this option to configure a custom billing period for this subscription. This option is only available for recurring plans.

   1. On an order item, in the Plan section, press Edit plan.

   2. Press Plan info.

   3. Press Billing period.

   4. To specify the length of the billing period, select one of the following:

      • Monthly: Bill the customer every month.
      • Yearly: Bill the customer every year.
      • Custom: Bill the customer at a custom interval.
        To define a custom billing period length: In the Select period dropdown, select Days, Weeks, or Months. In the Number field, enter the corresponding number of days, weeks, or months.

   5. In the Frequency section, to specify how often the billing period recurs, select one of the following:

      • Reoccurs until canceled: Billing recurs until the subscription is canceled.
      • Limited to: Billing recurs for a specified number of occurrences.

   6. Press Save.

   Change metered billing

   Use this option to configure custom metered billing based on usage for this order.

   This option is only available for metered billing plans that are billed in arrears (postpaid). To activate metered billing, enable postpaid settings: Press Billing timing, then select Postpaid.

   1. On an order item, in the Plan section, press Edit plan.

   2. Press Metered billing.

   3. Press Activate metered billing.

   4. In the Metered billing strategy dropdown, select on of the following:

      • Accumulate the usage and report the total: select Sum of reported usage.
      • Report every usage: Select this strategy to Last reported usage.

   5. In the Minimum quality field, enter the minimum quantity to charge at the end of a service period regardless of reported usage.

   6. In the Maximum quality field, enter the maximum quantity to charge at the end of a service period regardless of reported usage.

   7. Press Save.

   Change billing timing

   Use this option to configure custom billing timing for this order.

   1. On an order item, in the Plan section, press Edit plan.

   2. Press Billing timing.

   3. Select one of the following:

      • Specify that payments must be paid in advance: Select Prepaid.
      • Specify that payments must be paid at the end of the billing cycle: Select Postpaid.

   4. In the Service period anchor section, to set date when the service period renews, select Activate service anchor shift and specify a date.
      The start date and service period anchor date determine when the service period starts and ends.

   5. In the Timing section, to set the date when the invoice is issued and when payment is due, select from the following:

      • Specify when the invoice is issued: Select Activate issued time shift: and specify when to issue the invoice in relation to the service period anchor date.
      • Specify when the invoice is due: Select Activate due time shift and specify when the invoice is due in relation to the date when the invoice is issued.

   6. Press Save.

   Change trial and setup settings

   Use this option to edit the trial and setup settings for this order.

   1. On an order item, in the Plan section, press Edit plan.
   2. Press Trial and setup.
   3. In the Trial section, to configure a custom trial period, select Activate trial, then specify the trial period length and total price. For a free trial, in the Trial price field, enter 0.
   4. In the Setup section, to configure a custom setup fee, select Activate setup, then specify the setup fee amount.
   5. Press Save.

7. Optionally, to reset the renewal time of the subscription to a newly calculated renewal time: At the bottom of the page, in the Renewal policy section, press Reset.

8. Optionally, to set a date when the changes become effective: At the bottom of the page, in the Effective date section, select one of the following:

   • To apply the changes at the next service period, select At the next service period.
   • To apply the changes on a specific date, select On specific date, then specify the date. Optionally, to charge the customer for the difference in cost between now and the period change, select Add proration.

9. When you have finished editing the subscription, at the bottom right of the page, press Change items.

10. Select from the following:

    Issue an interim invoice or apply changes to the next service period

    To apply the changes, and issue an interim invoice or apply to the next service period: press Save.

    Issue a quote for the changes

    Quotations provide customers with a detailed breakdown of the changes to their subscription. If the customer accepts the quotation, the changes are applied to the subscription. For more information, see Manage quotes.

    To issue the customer a quotation for the changes:

    1. Press Create a quote.

    2. Configure the quote:

       1. In the quote, in the Quote details section, press Edit.

          To locate a quote, in the left navigation bar, press Data tables, press Billing, then press Quotes.

       2. In the Website field, select a website to associate with the quote.

       3. In the Quote details section, enter the following:

          • The expiration date of the quote.
          • A URL to redirect the customer to when a quote is accepted or rejected.
          • Apply any coupons to the quote.

       4. In the Shipping section, select from the following:

          • Rebilly: Dynamically calculate shipping costs based on your configured shipping rate settings.
          • Manual: Manually specify the shipping cost.

       5. To configure if payment attempts for the related subscription must occur automatically: In the Autopay section, turn on the Override autopay toggle, and then select the Enable autopay checkbox.
          This setting supersedes the autopay setting that is currently configured on the subscription. For more information, see Manage autopay.

       6. In the Acceptance section, specify the condition that must be fulfilled for the quote to be accepted. Select from the following:

          • Payment: To accept the quote, the customer must pay the full amount of the quote.
          • Pay later: The customer can accept the quote and pay later.

       7. To display payment terms to the customer: In the Payment terms & signature section, enter terms.

       8. Optionally, to display a signature line on the printed quote: Select to Include a signature line, then enter a signatory name to print on the signature line.

       9. Press Save quote.

    3. To issue the quote to the customer, press Issue quote.

Pay an invoice early

Use this process to pay an invoice early. This process describes how to issue upcoming subscription invoice now so that it can be paid before it is due.

1. Log in to Rebilly.
2. In the left navigation bar, press Data tables, then press Billing.
3. Press Active subscriptions.
4. In the ID column, press a subscription.
5. In the right of the screen, in the Order details section, press Pay early.
6. To specify when the due time will be after paying early, select from the following:
   • To retain the original due date, select Leave original due time.
   • To change the due time to now, select Change due time to now.
   • To change the due date to a specific date, select Change due time, then specify the date.
7. Press Issue.

Reactivate a subscription

Use this process to reactivate a canceled subscription. This process creates a quote for the proposed subscription reactivation, and issues it to the customer. If the customer accepts the quote, depending on which quote acceptance conditions are defined and fulfilled, the order is reactivated. For more information, see Quotes.

1. Log in to Rebilly.

2. In the left navigation bar, press Data tables, then press Billing.

3. Press Canceled subscriptions.

4. In the ID column, press a subscription.

5. In the top right of the page, in the Order details section, press Create reactivation quote.

6. In the right of the page, in the Quote details section, Edit quote.

7. To configure the quote, select from the following:

   Modify subscription items or settings

   1. Under the subscription items, press Edit items .

   2. Select from the following:

      Add items

      1. Under the subscription items that are included in the order, press Add order items.
      2. In the Product dropdown, select a product.
      3. In the Plan dropdown, select a pricing plan.
      Remove an item

      On the item, press .

      Change a product

      On the product, in the Product dropdown, select another product.

      Change pricing plan

      In the Plan section, press Change plan, then select a plan.

      Change quantity of an item

      In the plan or product, in the Quantity field, enter a new quantity.

      Edit pricing

      1. On an order item, in the Plan section, press Edit plan.
      2. Press Pricing.
      3. In the Pricing formula dropdown, select a custom pricing formula. For more information, see Pricing formulas.
      4. In the Price field, enter the price.
      5. Optionally, specify maximum and minimum quantities.
      6. Press Save.
      Edit plan information

      1. On an order item, in the Plan section, press Edit plan.

      2. Press Plan info.

      3. In the Name field, enter a name to display on receipts and invoices.

      4. In the Currency dropdown, enter the currency to use for this order.

      5. Under Type, select one of the following:

         • To change the plan to a trial only plan: Select Trial only.
         • To change the plan to recurring plan: Select Subscription.
         • Change the plan to a non-recurring order: Select One-time.

      6. Press Save.

      Edit billing period settings

      Use this option to configure a custom billing period for this subscription. This option is only available for recurring plans.

      1. On an order item, in the Plan section, press Edit plan.

      2. Press Plan info.

      3. In the Type section, press Recurring.

      4. Press Billing period.

      5. To specify the length of the billing period, select one of the following:

         • Monthly: Bill the customer every month.
         • Yearly: Bill the customer every year.
         • Custom: Bill the customer at a custom interval.
           To define a custom billing period length: In the Select period dropdown, select Days, Weeks, or Months. In the Number field, enter the corresponding number of days, weeks, or months.

      6. In the Frequency section, to specify how often the billing period recurs, select one of the following:

         • Reoccurs until canceled: Billing recurs until the subscription is canceled.
         • Limited to: Billing recurs for a specified number of occurrences.

      7. Press Save.

      Edit metered billing

      Use this option to configure custom metered billing based on usage for this order.

      This option is only available for metered billing plans that are billed in arrears (postpaid). To activate metered billing, enable postpaid settings: Press Billing timing, then select Postpaid.

      1. On an order item, in the Plan section, press Edit plan.

      2. Press Metered billing.

      3. Press Activate metered billing.

      4. In the Metered billing strategy dropdown, select on of the following:

         • Accumulate the usage and report the total: select Sum of reported usage.
         • Report every usage: Select this strategy to Last reported usage.

      5. In the Minimum quality field, enter the minimum quantity to charge at the end of a service period regardless of reported usage.

      6. In the Maximum quality field, enter the maximum quantity to charge at the end of a service period regardless of reported usage.

      7. Press Save.

      Edit billing timing

      Use this option to configure custom billing timing for this order.

      1. On an order item, in the Plan section, press Edit plan.

      2. Press Billing timing.

      3. Select one of the following:

         • Specify that payments must be paid in advance: Select Prepaid.
         • Specify that payments must be paid at the end of the billing cycle: Select Postpaid.

      4. In the Service period anchor section, to set date when the service period renews, select Activate service anchor shift and specify a date.
         The start date and service period anchor date determine when the service period starts and ends.

      5. In the Timing section, to set the date when the invoice is issued and when payment is due, select from the following:

         • Specify when the invoice is issued: Select Activate issued time shift: and specify when to issue the invoice in relation to the service period anchor date.
         • Specify when the invoice is due: Select Activate due time shift and specify when the invoice is due in relation to the date when the invoice is issued.

      6. Press Save.

      Edit trial and setup settings

      Use this option to edit the trial and setup settings for this order.

      1. On an order item, in the Plan section, press Edit plan.
      2. Press Trial and setup.
      3. In the Trial section, to configure a custom trial period, select Activate trial, then specify the trial period length and total price. For a free trial, in the Trial price field, enter 0.
      4. In the Setup section, to configure a custom setup fee, select Activate setup, then specify the setup fee amount.
      5. Press Save.
   Set expiration date, redirect URL, associated coupons, and written signature

   In the Quote details section, enter the following:

   • The expiration date of the quote.
   • A URL to redirect the customer to when a quote is accepted or rejected.
   • Apply any coupons to the quote.
   Specify how shipping rates are calculated

   This option is only displayed if one or more items in the quote is shippable.

   In the Shipping section, select from the following:

   • Rebilly: Dynamically calculate shipping costs based on your configured shipping rate settings.
   • Manual: Manually specify the shipping cost.
   Configure autopay for the associated subscription

   Use this process to configure if payment attempts for the related subscription must occur automatically. This setting supersedes the autopay setting that is currently configured on the subscription. For more information, see Autopay.

   In the Autopay section, turn on the Override autopay toggle, and then select the Enable autopay checkbox.

   Specify the quote acceptance conditions

   In the Acceptance section, specify the condition that must be fulfilled for the quote to be accepted. Select from the following:

   • Payment: To accept the quote, the customer must pay the full amount of the quote.
   • Pay later: The customer can accept the quote and pay later.
   Specify payment terms & signature

   1. To display payment terms to the customer: In the Payment terms & signature section, enter terms.
   2. Optionally, to display a signature line on the printed quote: Select the Include a signature line checkbox, then enter a signatory name to print on the signature line.

8. When you have finished editing the quote for the subscription reactivation, at the bottom right of the page, press Save quote.

9. To issue the quote to the customer, press Issue quote.
   For information on how to manage active quotes, see Manage quotes.

Redeem coupons on a subscription

Use this process to redeem coupons on a subscription.

1. Log in to Rebilly.
2. In the left navigation bar, press Data tables, then press Billing.
3. Press Active subscriptions.
4. In the ID column, press a subscription.
5. In the right of the screen, in the Order details section, press Redeem coupon.
6. In the dropdown, select one or more coupons.
7. Optionally, to notify the customer by email that coupons were redeemed, select the Send email to customer checkbox.
8. Press Redeem.

Resume a paused subscription

Use this process to resume a paused subscription.

1. Log in to Rebilly.
2. In the left navigation bar, press Data tables, then press Billing.
3. Press Active subscriptions.
4. In the ID column, press a subscription.
5. In the right of the screen, in the Order details section, press Cancel pause.
6. Press Cancel now.

Subscription pauses

A pause is a period of time when a subscription is inactive. During a pause, the subscription is not billed, and the customer does not receive the product or service. When the pause ends, the subscription resumes and the customer is billed again.

Pause a subscription

Use this process to pause a subscription, and to manage paused subscriptions.

1. Log in to Rebilly.

2. In the left navigation bar, press Data tables, then press Billing.

3. Press Active subscriptions or Unpaid invoices.

4. In the ID or Invoice number column, press a subscription.

5. Select from the following:

   Pause a subscription

   1. On the right of the screen, in the Order details section, press Pause subscription.
   2. In the Effective time section, select one of the following:
      • Pause the subscription immediately: Select Pause now.
      • Pause the subscription on a specific date: Select Pause on specific date, then select a date.
   3. In the End time section, select one of the following:
      • Pause the subscription indefinitely: Select Pause indefinitely.
      • Pause the subscription until a specific date: Select Pause for a specific period of time, then select the date when the pause ends.
   4. In the Pause information section, specify who paused the subscription.
   5. In the Description field, enter a description for the pause.
   6. Press Pause.
   Edit the details of a subscription pause

   1. On a paused subscription, in the Order details section, press Edit pause.
   2. Edit the details of the pause, then press Edit pause.
   Resume a paused subscription

   On a paused subscription, in the Order details section, press Cancel pause.

Edit a subscription pause

Use this process to edit the details of a subscription pause.

1. Log in to Rebilly.
2. In the left navigation bar, press Data tables, then press Billing.
3. Press Active subscriptions.
4. In the ID column, press a subscription.
5. In the right of the screen, in the Order details section, press Edit pause.
6. In the Effective date section, select one of the following:
   • To pause the subscription immediately, select Now.
   • To pause the subscription from a specific date, select On specific date.
7. In the End time section, select one of the following:
   • To pause the subscription indefinitely, select Indefinitely.
   • To pause the subscription until a specific date, select Specific date, then specify the end date.
8. In the Pause information section, specify who paused the subscription, and provide a description for the pause.
9. Press Edit pause.

View billing activity

Use this process to view a customers billing activity. The timeline displays activity by date and time.

1. Log in to Rebilly.
2. In the left navigation bar, press Data tables, then press Payments.
3. Select one of the following segments: Credits, Disputes, Sales, or Voids and refunds.
4. In the Timeline section, on a billing activity, press .

View subscription details

View the details of a subscription, such as: total amount invoiced, total amount collected, number of invoices sent, renewal date, autopay status, payment instrument used to pay the last invoice, and invoice time shift details.

1. Log in to Rebilly.
2. In the left navigation bar, press Data tables, then press Billing.
3. Press Active subscriptions, Canceled subscriptions, Paid invoices, or Unpaid invoices.
4. In the ID or Invoice number column, press a number.
5. On the right of the screen, in the Order details section, view the following subscription details:
   • Amount invoiced: Total amount that money that has been invoiced to the customer for this subscription.
   • Amount collected: Total amount of money that has been collected from the customer for this subscription.
   • # of invoices sent: Total number of invoices that have been sent to the customer for this subscription.
   • Renewal date: Date and time when the subscription is renewed, and the next invoice for this subscription is due for payment.
   • Autopay: Status of the autopay feature on this subscription. If autopay is active, payments are collected automatically on the renewal date using the payment instrument that is associated with the subscription. For more information, see Activate autopay.
   • Paid by: Payment instrument that was used to pay the last invoice for this subscription.
   • Invoice time shift: Details of invoice issue and due date adjustments, if applicable. For more information, see Invoice time and due time shift.

View subscription order risk analysis

Use this process to view the risk analysis information of a subscription.

1. Log in to Rebilly.
2. In the left navigation bar, press Data tables, then press Billing.
3. Select one of the following segments: Active subscriptions, Canceled subscriptions, Paid invoice, or Refunded invoices.
4. In the ID or Invoice number column, press a number.
5. On the right of the screen, in Risk analysis section, view the risk information.