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Changelog byAnnounceKit

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APIFeatureDeveloper Experience
a year ago

Now available: Orb SDKs!

Starting today, SDKs for Orb are available in Python (orb-billing on PyPI), Node.js/Typescript (orb-billing on NPM), and Go (github.com/orbcorp/orb-go). We’re pretty excited about the ergonomic wins these SDKs bring when it comes to integrating with Orb. They offer a wide range of benefits including autocomplete, static checking, retries, idempotency support, and more!

Additionally, if an Orb SDK isn’t available in your language of choice, our OpenAPI spec can help you get up and running with one quickly!

IntegrationsFeature
a year ago

Salesforce integration to automate provisioning

Orb's sales automation integration brings the full power of Orb's APIs natively into Salesforce. This integration allows your sales operation team to build customizable, automated provisioning workflows via Salesforce Flow. Whereas Salesforce integrations are typically limited in scope and functionality to a rigid set of pre-determined fields, Orb's Salesforce integration allows you to configure all fields on a customer or subscription from within Salesforce.

With this integration, you can: Automatically create an Orb subscription when an opportunity is closed, also transferring the customer information and metadata as appropriate Use details from custom or native objects in Salesforce (e.g. an Order) to properly set pricing information in Orb. This integration enables incredibly powerful workflows, including those that create net-new plans corresponding to your customer's order structure.

Because your sales reps work directly in Salesforce, this automation minimizes the incidence of manual errors because it eliminates re-entry of billing details in Orb — once set up, information syncs between systems seamlessly.

This video explains how you can use the integration to automatically create an Orb customer and subscription with custom contract overrides when a Salesforce Opportunity is moved to the Closed/Won stage. Visit the docs for more detailed documentation.

ImprovementPlan Configuration
a year ago

Billable metric debugger

The new billable metric "Debugging" tab enables you to test your metric before publishing. It shows you the result of evaluating the metric for a customer over a time range without needing to create a subscription. To create a new metric, we recommend the following workflow:

  1. Define the metric and save it as a draft (with "Save & exit").
  2. Verify the metric returns the expected results on a few customers using the "Debugging" tab in the billable metric detail page.
  3. Change the metric if necessary and repeat verification.
  4. Publish the metric.



Subscription ManagementFeature
a year ago

Subscription modifications and add-on prices

We've added powerful support to modify ongoing subscriptions in Orb by introducing the ability to add, remove, or edit individual prices on a subscription. This allows you to model complex billing behaviors like optional add-on prices while maintaining total control over billing and invoicing. Additionally, you can now add or change prices on a subscription without the need for a heavyweight plan change or disruptions to normal invoicing behavior.

Whether changes are backdated to the past or scheduled for the future, Orb will ensure correctness, modifying and issuing new invoices to ensure your customers are billed properly. See our docs for more details on use cases and behavior. And to visualize changes to a subscription's prices over time prices over time, you can use the new subscription timeline view.

APIFeature
a year ago

Create plans from the API

Orb now supports creating plans from the API! Plans in Orb define a set of prices along with the billing behavior of any subscriptions associated to that plan.


For example, you can now use the API to define "Enterprise" or "Pro" plans corresponding to a different combination of fixed and usage-based prices. Reflecting the powerful capabilities of Orb's configurable platform, all of Orb's pricing models can now be defined on a plan via the API. Check out the API docs to get started.

IntegrationsImprovement
a year ago

Self-serve invoice accounting sync

The invoice accounting sync is now fully self-serve! In the new Accounting settings tab you can configure your accounting syncs, which will automatically send Orb invoice data to your accounting provider. You can easily control what is synced to your accounting provider. It can be easily turned on and off as needed.

There is also a new sync record view! You can see a full audit trail of sync attempts in the record view, it will be simple to find the set of records that have not been successfully sent to your accounting provider here. From the record view, you can resync records that were previously synced and you can retry any failures once any necessary manual actions have been taken.


Feature
a year ago

Invoicing through Netsuite

Orb now supports invoicing customers through NetSuite. Now, you can choose to invoice customers via Orb natively, or Stripe Invoicing, Quickbooks, Bill.com, or Netsuite.  

Similar to other integrations, this invoicing process syncs each line item on the invoice individually, attaches the appropriate NetSuite product, and links it to a customer in your NetSuite instance.

Orb additionally pushes revenue recognition information to NetSuite, which allows you to leverage NetSuite's Advanced Revenue Management module to properly recognize revenue for subscriptions in Orb.

Connect your NetSuite account in the Settings page in the Orb dashboard, and click here <https://docs.withorb.com/guides/invoicing/invoicing-providers/netsuite> to read more about invoicing via NetSuite.


Dashboard
a year ago

New Webhooks Hub

You can now debug your webhooks in our easy to use developer portal. From here you can configure new webhooks, test them to ensure your server is ready to accept events, view all the webhook events we've sent to your server, and resend any event. Try it out here!

a year ago

Support for multiple contact emails per customer

We have added the ability to CC additional recipients in automated invoice emails for customers. Previously, these were sent only to the customer's primary email.

If set, the Additional emails option in the customer details section will show the list of email recipients that will be CC'd. The customer setting can be updated via the customer edit dialog.

There is a new additional_emails field to control this configuration in the edit customer API.

Read more about invoice emails in our docs!

APIFeature
a year ago

Billable metric APIs

Orb now supports programatic access to billable metrics, allowing you to interact with them from the API. Billable metrics are a core resource in Orb that define how events translate to quantities that you bill for. The new metric APIs allow for a more declarative deployment model for your Orb integration.

You can use these APIs to create several metrics corresponding to a combination of properties in your codebase, and use the fetch endpoints to show metric metadata on your custom dashboards. Reflecting the powerful capabilities of Orb's extensible platform, the creation workflow supports a full SQL query to express your metric.

See the docs for more information!