You can now set Department and Class values on your NetSuite sync, alongside Location. Orb sends the values you choose at both the header and line level on every transaction type it syncs to NetSuite: sales orders, invoices, return authorizations and credit memos.

Many NetSuite accounts make these segments required on transaction forms for reporting. Previously, a transaction synced from Orb could fail to create in NetSuite when a required Department or Class was missing.

Learn more about configuring the NetSuite integration in our docs.

Orb MCP (Model Context Protocol) is not available in Early Access, so your AI agents can connect directly to your Orb account and work with your billing data.

Learn more about setting up the MCP server in our docs.

Orb's NetSuite integration now syncs transactions taxed in jurisdictions outside the US. Orb calculates tax upstream and passes the final amounts to NetSuite. Each transaction arrives with the right GL account, tax agency and country-specific reporting, such as VAT, and NetSuite doesn't recalculate it.

Previously, tax sync to NetSuite supported only US jurisdictions.

• Create an Orb tax override code with a 0% rate for each jurisdiction where you have nexus in NetSuite, under Setup > Accounting > Taxes > Tax Codes.
• For Canada, map a tax group instead of individual tax codes. GST/HST and PST then sync to taxrate1 and taxrate2.

Learn more about tax configuration for NetSuite in our docs.

Orb now sends Adyen enhanced scheme data with every Adyen charge, so eligible commercial card payments from your customers can qualify for lower Visa and Mastercard interchange rates. Level 2 data includes the invoice number and tax total, and level 3 adds line item detail.

• Applies to payments made through the invoice portal and to charges during auto-collection.
• There is nothing to turn on in Orb. Adyen validates the data and submits the level each card qualifies for.
• Set the default commodity code for level 3 data in Settings > Integrations > Configure on your Adyen connection.
• If your merchant account or the card isn't eligible, Adyen processes the payment without it. Enhanced scheme data never blocks a charge.

Note that you should contact Adyen to confirm your merchant account is enabled for level 2/3 data.

Learn more about enhanced scheme data in our docs.

You can now filter your NetSuite sync records by customer. In Settings > Integrations > NetSuite sync > Records, choose a customer from the Select customer dropdown to see only that customer's records.

• The customer filter applies across every status tab: Action needed, Queued, Processing, Synced and Cancelled.
• It works alongside the existing record type filter.
• Your filters are saved in the page URL, so you can refresh the page or share the link with a teammate and land on the same filtered view.

Learn more about reviewing and troubleshooting NetSuite syncs in our docs.

You can now sync invoices with a customer balance applied to NetSuite. Previously, Orb held these invoices back in an Action Needed state, because syncing them automatically could leave your Orb and NetSuite records out of step.

Now you can force sync the invoice yourself from its Action Needed error, and Orb tells you what to do in NetSuite to reconcile it.

• Force sync directly from the sync error, without contacting Orb support.
• After syncing, apply the standalone credit memo that holds the customer balance to the synced invoice in NetSuite.
• Available to all customers using the NetSuite integration.

Learn more about NetSuite sync reconciliation in our docs.

Orb's enhanced NetSuite integration is now available for Advanced and Enterprise accounts.

This integration is purpose built for sales-led businesses with negotiated contracts, customers with prepaid credit billing models, or have NetSuite as the financial system of record.

Feed Orb's billing and revenue data to your NetSuite environment to trigger the creation of native transaction records and leverage NetSuite's standard accounting objects, fields, and workflows for revenue recognition, general ledger updates, and downstream reporting.

🆕 features

• Support for Sales Orders and RMAs — map negotiated deals and returns to the records your accounting team already works in
• Native recognition of credit drawdown and breakage revenue — no middleware
• Audit-ready tax handling

Learn more in our docs, reach out to Orb for help getting started, or try it out now.

We’re excited to announce a new enhancement to our Stripe integration: Orb now supports syncing customer addresses directly from Stripe. This upgrade eliminates manual address entry and ensures your billing and tax workflows run smoothly.

🌟 Why this matters 

Many of our customers faced  billing issues and invoice failures when address data in Stripe wasn’t reflected in Orb. This gap created operational overhead and made it difficult to maintain accurate tax calculations. 

With this new feature:  
- Customer addresses will automatically sync from Stripe when an Orb customer is linked to a corresponding Stripe customer.
- Address updates in Stripe will be reflected in Orb automatically—no manual input required.
- This feature is can be toggled through the Integrations tab under Settings, so you have control over when and how syncing happens.


🔍 Use Case: Tax Integration Support 

This upgrade is part of our broader initiative to enhance tax readiness and automation. Many tax providers require accurate billing and shipping addresses for compliance and jurisdictional calculation. With synced data from Stripe, you can now:

-   Avoid misapplied taxes or missing tax data due to incomplete addresses.
-   Reduce friction in integrating Orb with tax engines.
-   Confidently support invoicing requirements.

⚙️ Configuration 

You can enable the feature with a single toggle: Settings > Integrations > Stripe > Sync customer addresses This creates a one-way sync from Stripe → Orb. Addresses in Orb will not update Stripe, and unlinked Orb customers will remain unaffected.

Orb now supports Apple Pay, Google Pay, and Amazon Pay for both automatic payment collection as well as manual invoice payment in the invoice and customer portals.

To enable these methods, head to your Stripe Dashboard → Payments → Payment Methods. In the configuration labeled “Default — Orb Configuration”, simply toggle on the payment methods you’d like to offer.

These options will now appear automatically during checkout and can be saved for future use — no additional setup required.