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
Subscription modification endpoints now support an optional boolean parameter: allow_invoice_credit_or_void.
• Defaults to True (maintains existing behavior).
• Set to False to prevent modifications that would create a credit note or void an invoice. Instead, such requests will fail with a validation error.
When to use this
Certain modifications, like canceling a subscription mid-period with an in-advance fixed fee, typically generate credit notes. If you’re confident your modifications shouldn’t create these, set allow_invoice_credit_or_void=False as a safeguard.
Equivalent to a Dry-Run
This functions similarly to sending a dry-run request and previewing changes first, which allows for more precise validation of side effects.
Supported Endpoints
We are now showing plan phases in subscription timelines, allowing you to see when the given phase of a plan starts and ends.
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.
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.
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.
Orb now allows adding and removing prices during subscription creation and plan change. Previously, plan overrides only allowed prices to be modified. This allows the creation of a wide variety of custom plans using a small number of template plans, without having to construct the new plans from scratch. It also makes it easy to create add-ons to existing plans and subscriptions.
See the docs here: Subscription price overrides