If your business or tax information has changed (e.g. shipping address or customer information), you are now able to regenerate your invoice to reflect the new business information. Please note that it is your responsibility to ensure compliance with regulations in the relevant jurisdiction, including any tax laws that do not allow billing documents to be modified. 

The AR aging report is now available in Orb.

Orb’s Accounts Receivable Aging (AR aging) report breaks down outstanding receivables invoiced through Orb by how long they’ve been unpaid, helping finance teams manage collections and end-of-month reporting. Use this report to:

• Assess and forecast cash flow
• Monitor customer payment behavior
• Support bad-debt and allowance calculations
• Prepare financial statements as part of your month-end close

Try it now in Orb Reports, and learn more in our docs.

We’ve introduced a new invoice deferral option that lets you consolidate changes to usage based prices and in_arrears fixed fees to the next scheduled invoice, avoiding multiple invoices within the same billing period.

What’s new

• Deferred billing for usage-based prices and in_arrears fixed fees (fixed fees that are charged at the end of the billing period): Mid-cycle price updates no longer trigger immediate invoices; you can now defer them to align with your customer’s normal billing cadence.
  
  
• Flexible configuration: Control deferral at the account level, during plan version migrations, via subscription edits, or via the API using the can_defer_billing flag.
  
  
• Accurate service breakdowns: Deferred invoices clearly show separate line items for old and new prices (and discounts, when applicable).
  
  

Why it matters

This change keeps invoices predictable and consolidated for customers while maintaining full accuracy and visibility into rate changes.

Availability

Invoice deferral is available in GA for all customers. 

Documentation

Learn more about configuration options and behavior examples in our docs.

We have introduced a new mark_as_paid field on the apply subscription changes API. This new field marks all payable invoices as finalized and paid, and works in tandem with the is_payable_now field that exists on changed resources (see: https://changelog.withorb.com/api-update-is_payable_now-field-added-to-changed_resources.created_invoices-3pIhZC).

The previously_collected_amount field is optional. If not provided, we assume the amount was correctly collected and simply mark invoices as paid without touching the customer balance.

When both mark_as_paid and previously_collected_amount are provided, we mark all payable invoices as paid and decrement customer balance by (previously_collected_amount - total amount due). This should only be used when the amount collected outside the system differs from the total amount due. Note that the total amount due includes tax calculations, while the amount shown for pending changes does not include taxes (see: https://docs.withorb.com/essentials/pending-changes for more info).

Any negative customer balance will be automatically reflected on the next invoice.

Orb now automatically generates receipt PDFs when an invoice is paid. This includes payments made via auto-collection, through the invoice or customer portal, or when an issued invoice reflects a $0 balance.

Receipt PDFs are:

• Included as attachments in the payment success email.
• Downloadable from the invoice portal, customer portal, and the invoice page in the Orb dashboard.
• Accessible via the API on the invoice resource, with a download link available for each successful payment attempt.

We've added additional columns to the Invoice CSV and Invoice line item CSV downloads from Orb, including:

• Credit note details
• Prepaid credit application amounts
• Pricing currency
• Gross and net line item amounts
• Net invoice amounts

Simplify invoice reporting — reconcile AR and credit notes, track adjustments and prepaid credits all in one place.

⚠️ Action required: If you rely on these CSV downloads for any downstream reporting or integrations, please review and update any dependent queries, scripts, or analyses. The new fields and formatting may affect existing workflows.

Look for it in your Invoices tab, or learn more in our docs.

You can now configure Orb to automatically roll over invoice amounts that are too small to charge.

Charges below Stripe's minimum transaction limit will be automatically deducted from the customer's balance and used to pay the invoice. Customers won't receive emails for these small invoices, and the negative balance will automatically roll forward onto future invoices issued.

Try it out now, or learn more about invoice collections in our docs.

You can now provide a custom invoice due date for tighter collections control in Orb, most notably in the case of backdated billing actions.

Additionally, control how invoice due date is calculated in Orb by default for more accurate reporting. Find this setting in the Invoices tab of your account settings. 

Try it out now, or learn more about invoice collections in our docs.

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.

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