https://admin.rebillia.com/main/settings/advanced/billing-operations
Rebillia’s invoicing, collection and automatic integration relationship systems work based on daily cycles. Each business can set the timing they want the processes to work according to and view the logs of previous days’ summary of actions. The relationship between each of the operations is important to understand how Rebillia runs its daily processes and how to make sure everything is working exactly the way you want it to.
What are ‘Operations’?
Every day, Rebillia is tasked with taking care of numerous subscriptions that need to be invoiced, billed, and communicated to series of integrated systems. In order to make sure all of the information is properly organized and executed – Rebillia has separated its daily operations to each work independently. The processes are:
- Billing Operation – Also known as “Bill Run“. This operation is in charge of generating the invoices that are due to be generated.
- Payment Operation – Also known as “Pay Run“. This operation is in charge of charging invoices that their payment term is due.
- Integration Operation – Also known as “Int Run“. This operation is in charge of fulfilling integration related processes that derive from invoicing / collecting payments (like updating order statuses in an external OMS).
- Dunning Operation – Also known as “Retry Run“. This operation is in charge of following the dunning management procedures to recover failed (past-due) invoices.
The Integration Operation and the Dunning Operation work related to and based on the Payment Operation, thus do not have a direct UI to interact with, but each offers specific functionalities and limitations, for example – the Integration Operation will only attempt connecting to integrations a specific number of times per operation execution. Once exhausted, only a manual request (via UI interactions throughout the platform) will execute the previously failed function.
Billing Operations
This operation runs automatically once a day, searching for any subscriptions that are due for renewal on that same day, and generates invoices for any that match. This operation is also the one in charge of grouping and/or separating multiple due subscription into one or more invoice(s), depending on the grouping rules.
In this interface you will be able to:
- Change Time – Adjust the time-in-day you want the operation to run. The time control will display according to the timezone set up in your account’s “Miscellaneous” section.
- Run Now – Manually execute the daily billing operation. This function can be used even if the daily operation already executed. The action will cause another operation to run immediately, for the same date value, and generate a new operation scheduled for the next day. The immediately executed operation It will not generate invoices for due charges that already have invoices, and will search for any due charges that have failed generating invoices, or new due charges that were introduced during the day.
- View Report – By clicking the action button next to each daily summary in the history section, you will be able to see a report detailing each invoice that has been generated by that operation as well as which subscription it belongs to.
It is recommended to set the operation to run at least two hours past 12am, as countries may have different timezones internally, which can cause a subscription to be charged the evening before at local timezone for subscribers.
Payment Operations
This operation runs automatically once a day, searching for any open invoices that are due for payment on that same day, and tries to collect payment for them.
In this interface you will be able to:
- Change Time – Adjust the time-in-day you want the operation to run. The time control will display according to the timezone set up in your account’s “Miscellaneous” section.
- Run Now – Currently not available.
- View Report – By clicking the action button next to each daily summary in the history section, you will be able to see a report detailing each transaction that has been captured by that operation as well as which invoice it belongs to.
To prevent missing the collection process of newly generated invoices, make sure to keep the Payment Operation running after the Billing Operation. Otherwise, the collection process will always be delayed by a day.