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

Use this process to create shipping rates. 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, press Settings .
2. In the Pricing section, press Shipping rates.
3. Press Create 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 about 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 specify conditions that determine when this shipping rate is applicable to an invoice:
   1. Clear the No conditions checkbox.
   2. Define conditions by adding one or more filters.
9. Press 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, press Settings .
2. In the Management section, press Shipping rates.
   The shipping rates page displays all rates. The Status toggle indicates which shipping rates are active.
3. Select from the following:
   • Activate or deactivate a shipping rate: On the left of a shipping rate, turn on the Status toggle.
   • Edit a shipping rate: On the right of a shipping rate, press Edit . Edit the shipping rate information, then press Save shipping rate.
   • Delete a shipping rate: On the right of a shipping rate, press Delete ,

Apply shipping rates to an invoice

Use this process to apply shipping rates to an invoice.

1. Create a product

To create a product, see Create a product.

2. Create a pricing plan

To create a pricing plan, see Create a pricing plan.

3. Create a shipping rate

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

1. In the left navigation bar, press Settings .
2. In the Pricing section, press Shipping rates.
3. Press Create 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 about 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 specify conditions that determine when this shipping rate is applicable to an invoice:
   1. Clear the No conditions checkbox.
   2. Define conditions by adding one or more filters.
9. Press Save shipping rate.

4. Create an order and apply a shipping rate

1. In the left navigation bar, press Data tables.
2. Press Customers, and then select a customer.
3. In the right of the screen, press , then press Create 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 Shippable checkbox selected, 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. Press 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, press Data tables.
2. Press 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, press .
5. Select Manual and enter the amount, then press Save.