Task 5: Create orders in Rebilly

Docs: Create an order, Collect payment or register a payment.

Create an order

Here is a short video tutorial on creating an order and paying an invoice:

Create orders and invoices, and collect payment using Rebilly.

• Customer name: Sherry Emery
• Order type: Subscription
• Item 1
  • Product: Software
  • Plan: Basic plan
  • Quantity: 1
• Item 2
  • Product: Consulting
  • Plan: Basic consulting
  • Quantity: 3
• AutoPay: On
• Trial: Ensure this checkbox is not selected.
• Coupons: None
• Start date: Now
• Service anchor date: Ensure this checkbox is not selected.
• Invoice time shift: Ensure this checkbox is not selected.
• Notes: Do not complete this field.
• Payment collection method: Use payment card on file

• Customer name: Arlene Steele
• Order type: One-time
• Item 1
  • Product: Consulting
  • Plan: Pro consulting
  • Quantity: 8
• AutoPay: On
• Trial: Ensure this checkbox is not selected.
• Coupons: None
• Start date: Now
• Service anchor date: Ensure this checkbox is not selected.
• Invoice time shift: Ensure this checkbox is not selected.
• Notes: Do not complete this field.
• Payment collection method: Mark as Paid outside Rebilly

• Customer name: Jarvis Wooten
• Order type: Subscription
• Item 1
  • Product: Software
  • Plan: Pro plan
  • Quantity: 1
• AutoPay: On
• Trial: Ensure this checkbox is not selected.
• Coupons: None
• Start date: Now
• Service anchor date: Ensure this checkbox is not selected.
• Invoice time shift: Ensure this checkbox is not selected.
• Notes: Do not complete this field.
• Payment collection method: Use the hosted payment form link and any test card.

• Customer name: Dale Moore
• Order type: Subscription
• Item 1
  • Product: Software
  • Plan: Pro plan
  • Quantity: 1
• Item 2
  • Product: Consulting
  • Plan: Pro Consulting
  • Quantity: 2
• AutoPay: On
• Trial: Leave unchecked
• Coupons: None
• Start date: Now
• Service anchor date: Ensure this checkbox is not selected.
• Invoice time shift: Ensure this checkbox is not selected.
• Notes: Do not complete this field.
• Payment collection method: Use the hosted payment form link and any test card.

Create an order with custom (flexible) plan

You may need to create an order for a customer that has some customization. For example, a customer has negotiated a lower monthly rate for the Software Pro Plan monthly subscription.

Here is a short video tutorial on how to edit the price when creating an order:

Create orders with customized plan, and collect payment using Rebilly.

• Customer Name: Evan Carlson
• Order type: Subscription
• Item 1
  • Product: Software
  • Plan: Pro plan
  • Quantity: 1
  • Amount: $120 per seat
• AutoPay: On
• Trial: Ensure this checkbox is not selected.
• Coupons: None
• Start date: Now
• Service anchor date: Ensure this checkbox is not selected.
• Invoice time shift: Ensure this checkbox is not selected.
• Notes: Do not complete this field.
• Payment collection method: Use the hosted payment form link and any test card.

• Customer Name: Dorothy Casillas
• Order type: Subscription
• Item 1
  • Product: Software
  • Plan: Pro plan
  • Quantity: 2
  • Amount: $40 per seat
• AutoPay: On
• Trial: Ensure this checkbox is not selected.
• Coupons: None
• Start date: Now
• Service anchor date: Ensure this checkbox is not selected.
• Invoice time shift: Ensure this checkbox is not selected.
• Notes: Do not complete this field.
• Payment collection method: Use the hosted payment form link and any test card.