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 and pricing plan

1. Enter product details:

   1. In the left navigation bar, press Settings .
   2. In the Pricing section, press Product & pricing plans.
   3. In the right of the screen, press Add product.
   4. In the Name field, enter the name of the product. This name is displayed on customer invoices and receipts.
   5. In the ID field, enter an ID that uniquely identifies the product. This ID is used in the Rebilly API to identify the product.
   6. In the Description field, enter a description of the product. This description is displayed on customer invoices and receipts.
   7. In the Unit label field, enter a label that describes units of the product. This label is displayed beside 'quantity' on invoices and receipts. Examples: seat, license, API call, widget.
   8. In the Accounting code field, enter a product accounting code. This code is useful when data imports are mapped into accounting software.
   9. If your product is taxable: In the Taxes section, select the Taxable checkbox and specify a tax category ID. For more information, see Taxes.
   10. If your product is shippable: In the Fulfillment section, select the Shippable checkbox and specify a shipping rate. For more information, see Shipping.
   11. To automatically generate journal entries with corresponding records on this product, in the Recognition section, select a debit and credit account. For more information, see Journals.
   12. In the bottom right of the screen, press Create pricing plan.

2. Enter pricing plan details:

   1. In the Name field, enter the name of the plan. This name is displayed on receipts and invoices. The ID field is automatically populated.

   2. In the Currency dropdown, select the currency of the pricing plan.

   3. Under Type, select one of the following pricing plans:

      Trial only

      Use this plan for limited-time product trials. Trials may have a reduced fee, or may be free.

      1. Select the Activate trial checkbox.
      2. Specify the trial period and price. To create a free trial, in the Price per unit field, enter 0.
      3. Press Create pricing plan.
      Recurring

      Use this plan for subscriptions or sales that reoccur over a period of time.

      1. In the Pricing section, select a pricing formula and enter a price per unit. For detailed information on pricing plans, such as: tiered, volume, and star-step pricing, see Pricing formulas.

      2. In the Recurring settings section:

         1. In the Billing period section, 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.

         2. 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.

         3. In the Billing timing section, to specify when payments are due, select one of the following:

            • Prepaid: Payment must be made in advance of each billing period.
            • Postpaid: Payment must be made at the end of the billing period.

         4. Optionally, to create a plan that is metered and quantity is based on usage, in the Metered billing section, complete the following:

            Metered billing is only available for postpaid plans. For more information, see Metered billing.

            1. Select the Activate metered billing checkbox.
            2. In the Metered billing strategy dropdown, select from the following:
               • Sum of reported usage: Select this strategy to accumulate the usage and report the total.
               • Last reported usage: Select this strategy to report every usage.
            3. Optionally, in the Minimum quantity field, specify the minimum quantity to charge at the end of a service period, regardless of reported usage.
            4. Optionally, in the Maximum quantity field, specify the maximum quantity to charge at the end of a service period, regardless of reported usage.

         5. Optionally, to define the date when the service period renews: In the Service period anchor section, select the Activate service period anchor checkbox, and enter a date.

         6. Optionally, to include a trial period in the subscription:

            1. In the Trial section, select the Activate trial checkbox.
            2. Enter the trial period and price.
               To create a free trial, in the Price per unit field, enter 0. Trials can be overridden when you create a subscription.

         7. Optionally, to include a setup fee: In the Setup section, select the Use setup fee checkbox and enter an amount.

         8. Press Create pricing plan.

      One time sale

      Use this plan for non-recurring, one-time, sales.

      1. In the Pricing section, select a pricing formula and enter a price per unit. For detailed information on pricing plans, such as: tiered, volume, and star-step pricing, see Pricing formulas.
      2. Press Create pricing plan.

2. 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.

3. 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.