The invoice list can now be filtered in a number of different ways:

• status
• due date
• frequency (recurring vs. one-off)
• amount

All of these filters apply to the new CSV export functionality.

We’ve made a couple other small improvements to the customer invoice portal:

• At payment time, customers can now save their payment method with Orb and opt into auto-collection, simplifying your invoice collection process
• Invoice portal links can be manually revoked and regenerated, in case they’re sent to the wrong recipient: read more in our docs.

Invoices are now more configurable, to allow for different billing and payment schemes across your different plans and customers. Default net terms and invoice memo can be configured for each plan, and optionally overridden for an individual subscription.

Customer information can now be edited within the app: payment information, tax details, addresses, and more.

Additionally, if your business operates using prepurchase commitments, you can use Orb to issue invoices for those prepurchases.

For additional information, check out our docs here.

Manual actions are now available on invoices! These include:

• Manually marking as paid (e.g. for out-of-band payments, such as those handled with wire instructions in the memo)
• Manually marking as void (for incorrectly-issued invoices)
• Retrying finalization (for invoices that failed to sync or issue due to missing information, such as missing mappings or a missing address with automated tax calculations)

We’ve also moved "Settings" to its own page at the bottom of the sidebar, to make space for additional upcoming configuration functionality. Watch this space!

The upcoming invoice for a subscription can now be edited before issuance at the end of the billing period, or at any time while the invoice is still in draft. Orb maintains your adjustments even as new usage is added to the invoice.

Use this ability to:

1. Make adjustments to individual line items by adding discounts, minimums, and adjustments to the usage quantities.
2. Add new one-time charges, such as adhoc fees for support services rendered.
3. Make adjustments to the overall invoice total, such as providing a one-time 5% discount.

Find out more in our docs about the types of adjustments you can make on invoices.

The new Orb invoice portal is now generally available! This is Orb's transparent-by-design invoicing experience for your customers. Instead of simply issuing an invoice PDF to your end-users, the invoice portal allows you to deliver a detailed and interactive experience — each line item expands to reveal a daily breakdown of how usage changes over the billing period. 

Orb’s invoice portal embeds your connected payment gateway, allowing your customers to pay directly in the portal. 

To generate a link for your invoice, visit the internal invoice view. These links are unguessable and expire 30 days after the invoice is due. To learn more about how to regenerate your link and other configurations for Orb invoicing, check out the docs on sharing the invoice portal.

1. Orb will send emails on invoice issue, successful invoice payment, and invoice payment failure
2. Find this option in the Settings section of the Orb app, or read more about this functionality in our docs.

The redesigned customer page provides visibility into an individual customer and their subscriptions, giving you a rich view in the current state of the customer as well as a central place to perform customer-scoped billing actions.

The Orb customer page now features:

1. Day by day view of your customer’s usage quantities on each subscription, broken down by the metrics included in their subscriptions.
2. A view of the upcoming invoice for the current billing period, continuously refreshed totals as events stream into Orb. This invoice preview includes special contract provisions such as discounts and minimums.
3. A comprehensive activity timeline that shows relevant events for the customer, such as invoices issued, plan changes, and changes to the subscription lifecycle.
4. History of all previous invoices issued for the customer, including those that have been paid, voided, or otherwise synced.

The customer page is also the place to go for actionable tasks, such as viewing the customer’s current pre-purchased credits, editing customer details such as addresses and tax information, and creating adjustments to the balance to be applied to future invoices.

The Orb invoice page now is also redesigned with a focus on transparency, showing a breakdown of usage per line item as well as daily invoice cost accrual.