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My organizations & websites
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My organizations and websites

When you first log in to Rebilly, you create an organization as part of the setup process. A default website is created when a new organization is created.

An organization is an entity that represents you, or your company, as a merchant.

A website is where your organization obtains a customer through a subscription. It is also the processor account and billing descriptor used for payment transactions.

Add new websites

Use this process to add new websites.

  1. In the left navigation bar, press Settings .
  2. In the Management section, press My organization & websites.
  3. In the right of the screen, press Add website.
  4. In the Website logo section, press the upload logo icon, and add a logo.
  5. In the Website information section
    1. In the Website name field, enter the website name.
    2. In the Domain field, enter the domain of the website.
    3. In the customer service phone and email fields, enter the customer service details for this website.
  6. Press Save.

Create additional organizations

Rebilly supports the association of multiple organizations to a single user login. If you have multiple entities, you can choose to use a single Rebilly account, or create a separate Rebilly account for each organization. For example, this is beneficial if you are managing two separate and unrelated businesses.

Invoices and orders must be associated with a single organization. This is a mandatory requirement when creating an invoice, subscription, or payment. A gateway account can be associated with one organization only.

To create an additional organization:

  1. In the top left corner of the screen, press your organization name.
  2. In the drop-down, press Add new organization.
  3. In the Organization name field, enter the name of the organization.
  4. In the Organization website field, enter the URL of the organization.
  5. In the Country dropdown, select the country of the organization.
  6. In the Reporting currency dropdown, select the currency of the organization.
  7. Press Add organization.

Configure a custom domain

Rebilly supports the use of custom domains in billing portals, quotes, deposit requests, and payouts. Instead of using the default Rebilly domain: portal.secure-payments.app, you can use your own.

After you create a custom domain, select it when you create a billing portal. You can also edit the settings later to change the domain. For more information, see Create a billing portal.

To create a custom domain:

  1. In the left navigation bar, press Settings .
  2. In the Management section, press My organization & websites.
  3. In the Custom domains section, press Add custom domain, then enter your custom domain and press Add.
  4. Log in to your DNS management service, create a CNAME DNS entry for your custom domain, and point it to one of the following Rebilly URLs:
    • Live environment: custom.secure-payments.app
    • Sandbox environment: sandbox-custom.secure-payments.app
  5. On the first custom page request, Rebilly automatically creates a signed SSL Certificate for your configured domain.

Edit a website

Use this process to edit the details of a website.

  1. In the left navigation bar, press Settings .
  2. In the Management section, press My organization & websites.
  3. To edit a website: On the right of website tile, press , then press Edit Website.
  4. In the Website logo section, select from the following:
    • Add a logo: Press the upload logo icon.
    • Change a logo: Press Change logo.
    • Delete a logo: Press Remove logo.
  5. In the Website information section
    1. In the Website name field, edit the website name.
    2. In the Domain field, edit the domain of the website.
    3. In the customer service phone and email fields, edit the customer service details for this website.
  6. Press Save.

Edit an organization

Use this process to edit the details of an organization and to globally configure the Time To Live (TTL) of pending orders.

Organization information is displayed on invoices and quotes. By editing organization information, you can update the appearance of invoices and quotes, such as changing the logo, or updating the company information that is displayed.

  1. In the left navigation bar, press Settings .

  2. In the Management section, press My organization & websites.

  3. On the right of the Organization details tile, press Edit.

  4. Select from the following:

    Add or change organization logo

    In the Organization logo section, select from the following:

    • Add a logo: Press the upload logo icon.
    • Change a logo: Press Change logo.
    • Delete a logo: Press Remove logo.
    Edit organization information

    In the Organization information section:

    1. In the Organization name field, edit the organization name.
    2. In the Address, City, Country, Region, and Postal code fields, enter or edit the address of the organization.
    3. In the Phone number field, enter or edit the phone number of the organization.
      To add more than one phone number, press Add phone number. If the organization has more than one phone number, to set the default phone number, press Make primary.
    4. In the Email field, enter or edit the email address of the organization.
      To add more than one email address, press Add email. If the organization has more than one email address, to set the default email address, press Make primary.
    Configure organization settings

    In the Organization setting section:

    1. In the Tax descriptor field, enter or edit the tax descriptor of the organization. The tax descriptor is displayed on invoices.
    2. In the Invoice time zone field, select the time zone of the organization. This timezone is used for invoice timestamps.
    3. Optionally, to globally configure the Time To Live (TTL) of pending orders, and automatically abandon them if a customer does not activate the order within a specific time frame: Select the Automatically abandon pending orders checkbox and specify the time frame.
    4. Optionally, to globally configure a delinquency period to all orders:
      1. Select the Automatically add a delinquency periods to orders checkbox.
      2. Define the Delinquency period in days.
        For more information, see Delinquency periods.

Export organization data

Use this option to export organization data in ZIP format. You can only process one data export request at a time. Data export requests must finish processing before a new data export can be requested.

  1. In the left navigation bar, press Settings .
  2. In the Management section, press My organization & websites.
  3. In the Export organization data section, press Export, then wait until the data is generated.
  4. When the data generation process is complete, to download in ZIP format, press Download the export file.

Manage tax ID numbers

Use this process to add, delete, or choose a default tax ID number.

As a merchant, you may need to display tax ID numbers on invoices you issue. This process describes how to add and manage organization tax ID numbers. For more information on managing taxes, see Taxes.

  1. In the left navigation bar, press Settings .
  2. In the Management section, press My organization & websites.
  3. In the Tax ID numbers section, select from the following:
    • Add a new tax ID number: Press Add tax ID number.
    • Delete a tax ID number: On the right of a tax ID number, press , then press Delete.
    • Set a default tax ID number: On the right of a tax ID number, press , then press Set as default.

Manage tax locations

Use this process to add, edit, or delete tax locations.

As a merchant, you may need to collect taxes in different locations using the TaxJar or Avalara tax calculator. This process describes how to add and manage additional organization tax addresses. For more information on managing taxes, see Taxes.

This feature is only available to US-based organizations.

  1. In the left navigation bar, press Settings .
  2. In the Management section, press My organization & websites.
  3. In the Tax locations section, select from the following:
    • Add a new tax location: Press Add tax location.
    • Edit a tax location: On the right of a tax location, press Edit , edit, then press Update.
    • Delete a tax location: On the right of a tax location, press Delete

Obtain your organization ID and website ID

Use this process to obtain your organization ID and website ID. Both IDs are required to interact with the Rebilly API.

When you first log in to Rebilly, you create an organization as part of the setup process. A default website is created when a new organization is created. The website ID is a unique identifier which describes your website or websites. The organization ID describes your organization or organizations.

  1. In the left navigation bar, press Settings .
  2. In the Management section, press My organization & websites.
  3. In the Organization details section, note the ID value.
  4. In the Websites section, note the ID value.
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