Last updated

Welcome to Rebilly

This section of the docs introduces you to payments related terms, processes, and Rebilly features.

Read these docs if you are new to payments and want to learn the main concepts, and about what Rebilly can do for you.

Rebilly and you

Rebilly provides a single technical structure for processing online payments and enables merchants to centrally manage payment gateways, services, and customers within a single system. This provides you with increased scalability and compliance with reduced overhead.

When to use Rebilly

Rebilly is beneficial for businesses that:

  • Need to manage multiple payment gateways and payment methods.
  • Sell products or services in a number of countries.
  • Plan to scale their business to sell products or services in multiple countries.
  • Have a business model that requires recurring payments, such as subscriptions.
  • Need to provide customers with metered billing or usage-based billing for products or services.

Why use Rebilly

If you sell services or products online, and the some of the above points apply to you, use Rebilly to:

Manage multiple payment gateways and payment methods in a single system

Rebilly supports over 200 payment gateways and more than 170 payment methods, and continuously adds more. If you would like to add a new payment gateway or method, Rebilly will add it for free. Integrating payment gateways and payment methods can be complex and resource-consuming, using Rebilly reduces this overhead and provides you with increased scalability and compliance. For more information, see Payment processing.

Route transactions based on real-time data and specific parameters

Payment gateway routing is the process of dynamically routing transactions between payment gateways, based on real-time data and selected parameters. Payment routing helps you to minimize processing fees and maximize transaction approval rates. For more information, see Gateway routing and Gateway automation.

Stay PCI compliant and adhere to strict security standards and payments regulations

All businesses that accept card payments must comply with the Payment Card Industry Data Security Standards (PCI DSS). Obtaining and maintaining PCI compliance is a complex and expensive process. By using Rebilly you reduce security related expenses by offloading most of your PCI-DSS compliance burden. For more information, see PCI compliance and security.

Keep payment data secure and reduce processing costs by tokenizing payments

Tokenization is the process of replacing Payment Card Numbers (PANs) with unique and non-sensitive strings of numbers called payment tokens. A payment token is a short-lived unique string of numbers that represents a PAN. Tokenized payments can produce higher approval rates and ensure less fraud, by reducing risk and exposure by never seeing the sensitive details. The safe, secure, free-flow of data makes it a better online experience for everyone. For more information, see Tokenization and vaulting.

Centralize data

Rebilly provides a single technical structure for processing online payments and enables merchants to centrally manage gateways, services, and vendors within a single system. Rebilly also provides customer and payment data management, billing and invoice management, automation, and comprehensive analytics and reporting capabilities on Performance Indicators (KPIs), revenue, logs, and more.

Protect against fraud

Rebilly helps protect you from fraud by providing the following fraud protection: transaction risk scoring, Enhanced Due Diligence (EDD), 3 Domain Secure (3DS), device fingerprinting, managing blocklists, recording disputes, automating the dispute process, managing evidence, and providing a Know Your Customer (KYC) and Anti-Money laundering (AML) add-on. For more information, see Fraud protection.

Manage customer subscriptions, invoices, quotes, credit memos, and other relationship models

Rebilly provides a comprehensive customer management system that enables you to manage customer data, payment methods, subscriptions, invoices, quotes, credit memos, and other relationship models. For more information, see Customer management.

Automate

In Rebilly, automations can be triggered from any event in the system, from gateway routing based on transaction volume to sending past-due invoice reminders or accepting transactions based on risk scores, helping you manage your business more efficiently. For more information, see Automations.

Manage reports and KPIs

Rebilly provides comprehensive analytics and reporting capabilities on Performance Indicators (KPIs), revenue, logs, and more. For more information, see KPIs and reports.

Prerequisites

To use Rebilly, you need:

At least one payment gateway account to process payments

A gateway account is a service that enables a business to receive payments from customers to their merchant bank account. A gateway account is required to process payments online. For more information, see Payments processing.

A website or app

To sell products and services, you need a website or app where customers can view and purchase your products and services. A website is also the processor account and billing descriptor used for payment transactions.

A Rebilly account

A Rebilly account is quick to set up and provides you with access to all Rebilly features. Sign up.

Setting up Rebilly

This section gives an overview of how to set up Rebilly and integrate it with your website.

To view tutorials that describe how to set up and integrate Rebilly, see Developer docs — Get started or Basic integration if you do not have developer experience.

  1. Sign up and create a Rebilly account.
    When you first sign up to Rebilly, you create an organization as part of the set-up process. An organization is an entity that represents you, or your company, as a merchant. An organization is a container for all your business data, such as customers, payment gateways, products, pricing plans, and payment methods. When you add users to your team, such as a customer service representative, or a sales manager, they are added to your organization.

    A website entity is also created when you first sign up, and is associated with your organization. This entity represents your business website or app and is where you sell products and services to customers. For more information, see Organizations and websites.

  2. Create products & plans.
    To sell products and services, you must create entities that represent them in Rebilly. For more information, see Products and pricing.

  3. Add payment gateways accounts.
    To process payments, you must set up a payment gateway account in Rebilly and associate it with your website. For more information, see Payment gateways. If you are new to payments, see Payment processing.

  4. Integrate payment forms.
    Create and add Rebilly hosted payment forms to your website to manage payments and subscriptions. For more information, see Hosted payment forms.

  5. Set up automations.
    Automate tasks and processes, such as setting up gateway routing and invoice emailing. For more information, see Automations.

  6. Test your setup.
    Test your setup in the sandbox environment to ensure that it works as expected.

  7. Start processing payments.