Billing management
Rebilly provides comprehensive billing management. You can manage all aspects of billing, including generating invoices, collecting payments, and managing subscriptions. Billing data and billing-related interactions are available in the Data tables section of Rebilly.
Billing is the process of generating invoices, collecting payments, and managing customer subscriptions. For more information, see Billing.
Billing interactions
The following billing interactions are available in Rebilly.
| Interaction | Description |
| Customize the appearance of an invoice | Customize the appearance of an invoice, such as the logo, colors, and fonts. |
| Edit invoice details and items | Edit invoice details; add or remove items; add or edit tax information; add notes, comments, attachments, or tags to the invoice timeline; edit the autopay schedule; pay the invoice; abandon, void, or reissue the invoice; download or email the invoice; generate a hosted payment link and share it with a customer so they can pay the invoice. |
| Export invoices as PDFs | Export invoices as PDFs to share with customers or to keep for your records. |
| Generate a payment link for an unpaid invoice | Generate a payment link for an invoice to share with customers so that they can pay the invoice. |
| Issue an interim invoice | Issue an interim invoice with proration for the difference in cost for changes to a subscription. When you add or remove items from an invoice, those items are included in the next upcoming invoice. To bill for changed items immediately, issue an interim invoice with proration for the difference in cost. |
| Manage unpaid and past due invoices | Void, abandon, reissue, download, email, collect payment, or register a payment that was processed outside Rebilly, for unpaid and past due invoices. |
| View previously issued invoices | View previously issued invoices, including the invoice number, currency, and amount. |
| Issue a refund | Issue a full or partial refund for an invoice that has been paid. |
| Issue a quote for changes to an invoice | Issue a quote for the changes to an invoice, such as adding or removing items, tax information, or shipping rates. |
| Allocate a credit memo to an invoice | Allocate a credit memo to an invoice to apply the credit to the invoice amount. A credit memo is a record that describes an amount owed to a customer, commonly used for store credit or product returns. |
| Edit an invoice for an active subscription | When adding or removing items from an invoice, choose to add items to the next service, on a specified date, or issue a quote for the changes. Quotations provide a detailed breakdown of subscription changes, which, if accepted by the customer, will be applied to the subscription. |
| Add or edit a delinquency period | Add or edit a delinquency period to an invoice to specify the number of days for payment before it is considered delinquent. Delinquency periods can also be applied to a subscription. |
| Extend a trial period | Extend a trial period for a subscription. |
| Cancel a subscription | Cancel a subscription for a customer. |
| Pause a subscription | Pause a subscription for a customer. During a pause, the subscription is inactive, not billed, and the customer does not receive the product or service. The subscription resumes and billing continues after the pause. |
| Reactivate a subscription | Reactivate a canceled subscription for a customer. Reactivating a subscription creates a quote for reactivation, which, if accepted by the customer, reactivates the order. |
| Update subscription renewal date | Update the renewal date of an active subscription. |
| View subscription details | View details of a subscription, such as total amount invoiced, total amount collected, number of invoices sent, renewal date, and invoice time shift details. |
| View subscription order risk analysis | View the risk analysis of a subscription order, including risk score, risk level, and risk status. |