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Changelog byAnnounceKit

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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!

Improvement
a year ago

Prepurchase voids

We've added the ability to void or refund a credit block while handling downstream accounting correctly. From the adjust credits modal, you can void or refund a credit block and specify any amount on the block up to its initial balance. Orb also supports voiding partially consumed blocks, including scenarios where recognized revenue must be unrecognized. This can be used to reverse data errors or refund requests from your customers while maintaining accurate booked, deferred, recognized, and refunded revenue for accounting purposes. 


FeatureIT Administration
a year ago

Now available: Admin console and SSO controls!

Orb's Admin console is now generally available! This allows company administrators the ability to manage access to their Orb instance - managing individual user access and permissions, as well as SSO setup and controls.

Full functionality is limited to organization admins, but all members have access to a read-only list of other members in the organization. Reach out to the Orb team for admin permissions.

SSO controls are now available in Orb as well: administrators can now configure authentication with a SAML SSO provider such as Okta, and can furthermore require that all users in an individual Orb instance use SSO to log in.