Settings in Orb has a brand new look, and it's packed with upgrades built to help you move faster.

• A visual refresh across every single page
• A smarter, reorganized layout, so everything lives exactly where you'd expect it to
• 🔎 Search, so you can jump straight to any setting in seconds, no more hunting
• 🏃‍♀️‍➡️ A brand new activity log, giving you full visibility into every change made

Learn more about account settings in our docs.

Orb now sends two new webhook events when your plans change:

• plan.created is sent when a plan is created as active or a draft plan is published. Saving a plan as a draft doesn't send an event.
• plan.edited is sent when a plan's name, description, external_plan_id or metadata changes through the API or the dashboard, and when a plan is archived or unarchived. The payload includes the full plan plus previous_attributes with the prior values of the changed fields.

We also shipped a few dashboard improvements:

• Search the coupons list by redemption code.
• Type to filter more dropdowns, including the item dropdown in the credit ledger.
• Leading and trailing whitespace is now trimmed when you paste into a field. Previously, a pasted external ID could carry a stray space and fail to match.

Learn more about webhook events in our docs.

You can now resize columns in every table in the Orb dashboard, including list tables and reports. Drag a column's edge to widen it and read long customer names, plan names and large values in full.

You can now use the Orb dashboard in dark mode. Open the account menu at the bottom of the sidebar and choose Light, Dark, or System under Appearance. System follows your operating system's setting.

You can also collapse the sidebar to give tables and charts more room.

• Press ⌘B to collapse the sidebar.
• Appearance lives in the account menu, under your name at the bottom of the sidebar.
• Note that the Test Mode toggle has moved to the bottom of the sidebar, just above the account menu. Previously, it sat in the top banner.

CSV exports from Orb now download with a descriptive file name instead of a random string. Each name includes the report type, groupings, reporting period and a download timestamp, so a batch of month-end reports is ready to file without renaming.

For example:

• recognized_revenue_by_customer_by_plan_2026-01-01_to_2026-12-31_2026-10-06T14-30-00Z.csv
• credit_ledger_cus_123_2026-01-01_to_2026-06-30_2026-10-06T14-30-00Z.csv

Note that this also applies to past exports: re-downloading an older report from Reports > Export history gives it the new name.

Learn more about reporting 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.

Creating a subscription and changing a plan now use the same two-panel layout as subscription edits. Configuration lives on the left, and a live preview on the right shows the subscription timeline and the invoicing impact of the current selections, before anything is saved.

Key changes:

• Two steps, down from four or five: pricing configuration, then remaining settings
• One pricing configuration section for prices, allocations, and adjustments. No more jumping between steps to reference previous configuration choices
• Prices are edited in a dialog, like allocations and adjustments. Each price card is a compact read-only summary, so overrides stay visible while you work instead of being buried in a tall form
• Live preview of timeline and invoice changes as configuration is adjusted

Try it now, or learn more in our docs.

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.

You can now set up invoicing sync or accounting sync in a multi-step flow that includes configuration and mapping items from Orb to your external provider. This allows for quicker setup without having to navigate to separate pages.

Learn more about integration setup in Orb’s product documentation

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.