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Changelog byAnnounceKit

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APIDashboardSubscription ManagementFeatureInvoices
2 months ago

Customer hierarchy

Orb now has support for creating hierarchical relationships between your customers to power flexible pricing, usage aggregation, and invoicing.

This capability is particularly valuable when your customers desire to aggregate usage across multiple customers on a single parent invoice while maintaining the ability to configure pricing per customer or groups of customers.

Learn more about this new powerful capability in our product documentation

DashboardCredits
5 months ago

Remove a Credit Block by Voiding the Original Balance

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.

DashboardSubscription Management
6 months ago

Phases in subscription timeline

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

APIDashboard
6 months ago

More powerful trial management

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.


DashboardPerformance
9 months ago

Performance improvements to the dashboard

Over the last two weeks, we made significant performance improvements to the Orb dashboard. In particular, the customer list, the customer detail page, and the invoice list should now load faster. You can expect additional performance improvements in the weeks and months to come.

DashboardFeatureCustomer Portal
a year ago

Hide zero quantity line items on customer-facing invoice displays

Orb supports hiding zero-quantity line items and sub-line items on the invoice in the customer portal and PDF. In this simplified view, customers can easily see which line items resulted in charges.

This feature can be configured within the Invoice settings under Settings → Invoices → Invoice display.



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!

Dashboard
a year ago

Copy billable metric to live mode

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.

Dashboard
2 years ago

A safer, more predictable subscription creation flow

Orb's goal is to give you the tools to confidently and accurately send invoices to your customers.  

When your plan has a fixed fee that will immediately invoice your customer, you can preview the totals on this invoice to ensure that you've set up your subscription properly. Now, Orb will provide a preview of this invoice reflecting any overrides and billing terms you've configured, leading to a more predictable and safer subscription setup experience.




DashboardImprovement
2 years ago

New home page widgets

We've made several changes to the Orb home page to provide actionable information at a glance.

  1. New visualizations of revenue broken down by plan and billable metric
  2. An additional widget showing recently created subscriptions, grouped by plan
  3. Instead of a top grossing customers widget, we've added failed and past due invoices widget in order to better track your outstanding receivables