We’re excited to share that Orb now allows users to remove credit blocks from the credit ledger. This can be done by voiding the original credit block amount through the “adjust credits” workflow on the customer page within the UI. This new capability is particularly helpful for correcting errors in credit block creation or removing a block in case of a refund for a credit grant.
We have launched a new API endpoint for creating credit notes, enabling you to issue credit notes for specific line items on an invoice. This feature allows for programmatic issuance of credit notes, supporting bulk actions for multiple customers and enhancing customer experience by providing faster processing for refunds or adjustments.
For detailed information on how to credit an invoice, refer to the credit notes section in our documentation.
You can now synchronously issue and invoice via the API using the `synchronous: true` request body parameter in the issuance endpoint.
The synchronous option is currently only supported for invoices containing only fixed fees. If the invoice is configured to sync to an external provider, a successful response from this endpoint guarantees the presence of the invoice in the provider.
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:
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.