2 years ago
Redesigned customer page and new invoice page now available
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:
- Day by day view of your customer’s usage quantities on each subscription, broken down by the metrics included in their subscriptions.
- 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.
- A comprehensive activity timeline that shows relevant events for the customer, such as invoices issued, plan changes, and changes to the subscription lifecycle.
- 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.