Here’s what we’ll (quickly!) show you how to do:
- Connect a payment gateway
- Create your first product and plan
- Add a checkout page
- Personalize your organization
- Test a transaction
- Go Live!
Before we start, choose your environment
When you first log in to your new account you will be in the “Live” Environment. If you’re completely unfamiliar with Rebilly, we suggest you use the “Sandbox” environment to get the hang of things, before switching to Live. You can learn more about the environments here.
You’ll need to be in the Live environment to accept real payments from your customers, so make sure your app doesn’t show the yellow “Sandbox environment” banner at the top of the screen before proceeding with the next steps.
Step 1: Connect Your Payment Gateway
First, you’ll need to integrate at least one payment gateway.
Put simply, a payment gateway is a merchant service that lets online businesses process payments (usually via credit or debit card, though some offer bank account payments or Bitcoin payments). Common examples include Stripe and PayPal.
You need a payment gateway before going live, or you won’t be able to take payments from customers. You can find the settings to configure your payment gateway under settings, by clicking “Gateway Accounts:”
To learn more, head to the Adding a Payment Gateway help guide.
If you don’t have a payment gateway yet, or your current gateway isn’t supported, please reach out to the support team. We’ll do our best to get your payment gateway integrated ASAP.
Step 2: Create Your First Product and Pricing Plan
A “product” is the specific thing your customers are buying from you (for example, a monthly membership to a group coaching program or a yearly subscription to your VPN software). In other words, if you don’t create a product inside Rebilly, your customers won’t have anything to buy. You can create your first product by heading to “Settings,” then “Products,” then “Add Product:”
While it comes to creating a product, you’ll be prompted to create a pricing plan for your product. The “plan” determines your product’s pricing -- this is where you’ll set it a flat rate every month, or an introductory rate for three months before changing to a flat rate, or offering a free trial for two weeks before switching to a flat rate.
You’ll be prompted to input these parameters after you create a product:
To learn more, head to the Create a Product and a Pricing Plan help guide.
Step 3: Add Your Checkout Page
When it comes to the page your customers will see upon checking out, you can use a hosted checkout page that you edit and customize -- just copy the URL and paste it where you need it when you’re done. Our checkout pages are always PCI-compliant and easy to use, and you can choose between several different themes, upload your own header image, select branded colors, and redirect to one of your own pages after checkout is completed.
To learn more, head to the Creating a Checkout Page guide.
Tip: You can also host your own checkout pages with the Rebilly API. This option is for merchants who want total control and flexibility over how they interact with Rebilly (and how their customers interact with them). To learn more, head to the Rebilly API documentation.
Step 4: Personalize Your Organization
The last thing you want is to gain a new customer and then look unprofessional once they get to the invoice and receipt. You can avoid that by adding your logo and address to your Rebilly invoices -- you can do that by going to “Settings,” then “Organizations”.
Step 5: Test Everything
Before you finally go live, you’ll want to test everything. This includes, but isn’t limited to:
- Testing payments using real cards on your live payment gateway
- Verifying that your site, product(s), and plan(s) have all been set up accordingly
- Confirm your test customer is receiving email notifications
- Proofread the purchase confirmation email
- Verify that your merge tags in the email are being properly replaced with the test customer data
Step 6: Go Live With Billing Customers!
Once you’ve done all of the above in the Live environment, you’re ready to accept payments.
Congratulations! You’re live!
You can sit back and watch your payments roll in, but where’s the fun in that? There’s still a lot more to learn about how Rebilly can help you get the most profit possible from every subscriber with tools built to increase your customer lifetime value.
- For more information on getting started with Rebilly, check out our Rebilly Basics help collection.
- Get your team involved! Here’s how to invite your teammates and manage their access permissions.