You can now create one-off invoices, useful for billing for one-time or ad-hoc charges your customers may incur. One-off invoices inherit all the capabilities of invoices created from subscriptions and can be created via the dashboard or API.

Orb now supports a UI for cancelling subscriptions with an effective date in the past. Similar to cancelling subscriptions in the past via the API (see our docs), this action automatically handles the invoicing implications of this action including voiding and deleting past invoices. The Orb UI also supports a preview of the invoices that will be voided and deleted when the subscription is cancelled.

The accounts receivables (AR) aging report is now available for download in the Reports tab. This report provides an overview of the financial health of your outstanding invoices. It shows all unpaid invoices, grouped by how many days they are overdue, and can be split by customer, invoice, plan, or subscription.

We now integrate with Anrok for tax calculation and reporting, which comes with full support for all Orb invoices. Alongside our existing Avalara and TaxJar integrations, our Anrok integration enables you to run a global business, with streamlined VAT and GST compliance and sales tax automation. To begin using Anrok, reach out to the Orb team to enable the functionality in your environment.

You can now configure Orb to send a webhook whenever a customer is edited. This makes it easier to keep data in sync between Orb and your production systems. Check out our docs for more information!

We've added a "maximum spend" concept to our pricing models! This allows you to configure plans with a spend-cap at the price or the plan level from the plan or subscription creation flows.

We've also added support for limiting spend on an individual invoice at the line item or invoice level through the existing invoice edits flow.

Billable metrics can now be copied from test mode to live mode! This makes it easy to experiment with your event shape and metric definition in test mode, then copy the metric to live mode and start using it in real plans. You can find this action on the billable metric list and detail pages.

We've added a "maximum spend" concept to our pricing models! This allows you to configure plans with a spend-cap at the price or the plan level from the plan or subscription creation flows!

We've also added support for limiting spend on an individual invoice at the line item or invoice level through the existing invoice edits flow.

Orb is designed to remove manual toil from the invoicing process while still giving you the ability to make manual adjustments when needed. To better support this, we've added the option to manually issue invoices in the webapp or API rather than having Orb issue them automatically.

When manual invoice review is turned on, invoices that have passed their grace period will appear as "Action needed", indicating that they can be manually issued. These invoices can be edited and won't be sent to customers until manually issued.

Manual invoice review can make it easier to get started with Orb Invoicing, allowing you to validate that invoices are correct before sending them to customers, and unlocking enterprise workflows that require manually reviewing and adjusting invoices for customers each billing period.

The new Orb customer portal is now available.

With the customer portal, your customers have a central place where they can view their full invoice history.

Customers can also get a glimpse of their consumption rate for the current billing cycle. Any invoices that require action are automatically surfaced to customers, to help improve collections.

Customers can pay their invoices directly, just as they have been able to with Orb Invoices.

To provide access to the portal for your customers, visit the internal customer view and click the three-dot menu at the top of the page or use Orb's get customer API endpoint.

You can read about sharing invoices and the customer portal in our docs here.