We are now showing plan phases in subscription timelines, allowing you to see when the given phase of a plan starts and ends.

Trial periods are an effective lever in product-led and sales-led GTM motions. Orb's capabilities for managing trials just got a big upgrade.

We've added a new API endpoint, Update Trial, that allows you to change or extend the end date of subscription's trial. By default, Orb will only shift the trial end date, leaving the rest of the subscription unchanged. You can also specify an option to shift the rest of the subscription by the same duration.

With this new endpoint, it's possible to retroactively extend a trial after it has already ended—if you need to give a prospect a few extra trial days to convert, Orb makes this operation easy.

When creating a new subscription or scheduling a plan change, you're able to override the trial duration.

Managing trials in the dashboard is as easy and powerful as via the API. In the subscription card, use the "Update trial" action to make adjustments to the trial period.

When creating a new subscription or scheduling a plan change, you may now select a plan version to subscribe to. Previously, new subscriptions could only and plan changes could only target the default version.

This functionality is also available in the API, via the plan_version_number field in the create subscription endpoint, and the schedule plan change endpoint. If the field is null or absent, the default version will be used.

We have introduced a new API endpoint, Get Event Volume, that allows you to fetch hourly event volume counts. The volume count is aggregated via the timestamp field on the event (not ingestion time). Note, this means that late-arriving events increment the volume count for the hour window the timestamp is in, not the latest hour window.

Orb's API now supports adding, removing, and replacing prices when creating a new subscription, or changing the plan for an existing subscription (See: Subscription Price Overrides). This is useful when a new customer has negotiated one or more different prices for a specific plan than the plan's default prices.

For information on how to use this feature, see the API specification:

• Create subscription API
• Schedule plan change API

You can now set a customer’s tax exemption status - tax exempt or not tax exempt directly from the Create Customer or the Update Customer API endpoints. This feature enables smoother integrations and more automated workflows for managing tax compliance. You could use this to: exclude tax collection for customers in specific countries, mark tax-exempt organizations like nonprofits or government entities as tax-exempt in Orb upon creation, or manage tax externally for a specific subset of customers.

More information about Orb's supported tax providers can be found here.

Orb Invoicing now supports the ability to send invoice emails from your own domain. This allows you to fully control the domain and sender of all invoice emails, helping to build confidence when sending invoices to your customers. Learn more here.

For customers with custom email domain support included in your plan, please reach out to your support representative to configure the feature. 

There is a new view for a customer's subscription. The page displays metadata, pricing configuration, and activity history specific to a subscription.

Browse to the desired subscription on the customer page, open the overflow menu and click on 'View Details' to see the subscription details.

Orb now allows you to anchor your billing cycles to a custom date. Previously, you were able to specify the day of the month on which billing cycles were anchored. Now, you're able to specify a full date. 

For example, a quarterly subscription anchored on March 16, 2024 with a start date of October 10, 2023 and an end date of March 16, 2024 would have the following billing periods: October 10, 2023 - December 16, 2023, December 16, 2023 - March 16, 2024.

Orb now supports specifying a custom billing cadence or one-time service period. Previously, prices could only recur monthly, quarterly, semi-annually, or annually. Now you're able to specify a custom duration in days or months. You can also now specify a custom service period duration for one-time prices, which determines the duration of the line item.