You can now create and manage webhook endpoints through the Orb API, so you can set up and maintain webhook delivery as code instead of configuring each endpoint by hand.

• Create an endpoint with POST /webhook_endpoints, setting its url, the enabled_event_types it receives (all events if omitted), and its payload_style (standard or expanded).
• List, retrieve, update and delete endpoints, or pause and resume delivery with the disable and enable endpoints.

Note that the signing secret is returned only when you create an endpoint, so store it then. Each account can have up to 20 webhook endpoints by default.

Learn more about managing webhook endpoints in our docs.

You can now void multiple invoices at once from the Invoices page in the dashboard. Select the invoices you want to void, or select all invoices matching your current filters, then click Void.

This makes it faster to clean up a batch of incorrectly issued invoices without opening and voiding each one individually.

Learn more about voiding invoices 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.

When you create or edit a collections automation schedule, each step now has a Developer options section. Use it to label the step's webhook and to preview the payload it sends.

• Custom webhook labels: the label you set is sent as properties.label on the invoice.automation_schedule_step_executed event. Your systems can route each step's webhook, for example to a Slack notification, without mapping step IDs.
• Sample payloads: click View sample payload to see and copy an example event for that step, so you can build and test your webhook handler before the schedule runs.

Collections automations are available on Enterprise plans.

Learn more about collections automations 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.

When you migrate subscriptions to a new plan version, you can now set the effective date to the start of the current invoice period or the start of the next invoice period. Each subscription switches on its own invoice boundary, so the new pricing covers a full billing period instead of starting partway through one.

The effective date step in the migration flow has also been redesigned, with options grouped by what they align to:

• Align to invoice period: start of current invoice period, start of next invoice period
• Align to subscription term: start of current term, start of next term
• Custom timing: on a specific date, or immediately

Learn more about migration effective dates in our docs.

When you create, cancel, or modify a subscription, you can now pass Include-Changed-Resources: issued_immediately to return only the invoices that are payable right away, along with any voided invoices and credit note changes. You get the changes you need to act on now without waiting for the full set of future-dated invoices.

• The header now also accepts all to return every changed resource, equivalent to the previous true value.
• issued_immediately is a more complete alternative to payable_invoices. Note that payable_invoices will be deprecated in favor of issued_immediately.

Learn more about changed resources in our docs.

You can now choose which subscriptions a plan version migration applies to by uploading a list of subscription IDs. Use it to migrate a prioritized subset first, run start-of-cycle migrations for specific customers of yours, or carve out edge cases from a bulk run.

Previously, you had to pick subscriptions one at a time in the table or rely on filters.

• On a plan's Subscriptions tab, click Select subscriptions by CSV.
• Upload a CSV with one subscription ID per row in the first column (an optional Subscription ID header is supported), or a TXT file with one ID per line.
• Each upload can include up to 250 subscriptions.

Learn more about plan version migrations in our docs.

There’s sending an invoice, and then there’s getting paid. Companies lose as much as 5% of revenue to leakage from overdue invoices. Orb can help with Collections Automations -- now available for Enterprise accounts.

With Collections Automations, you can:

• build multi-step collections workflows with configurable retries, emails, and webhook actions
• tailor collections paths to different invoice cohorts
• get more visibility into what is happening on each invoice

Try it now, or learn more in our docs.