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.

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.

You can now start as many plan version migrations as you need at once. Previously, running more than three migrations concurrently could cause them to fail. Now any migrations beyond that limit are queued automatically and start as soon as capacity frees up, so bulk plan changes no longer need to be spaced out by hand.

To follow progress, open the new Migrations tab under Plans > Migrations. It lists each migration with its plan, target version, created date, subscriptions migrated, and status:

• Queued
• Scheduling
• Completed
• Action needed

Learn more about plan version migrations in our docs.

Orb now displays your merchant tax ID (VAT, GST, or other applicable tax registration number) directly on invoices — a requirement for compliant invoicing in most international jurisdictions and a common ask from enterprise finance teams. This ensures your invoices meet local compliance requirements out of the box -- no workarounds, no manual edits to PDFs.

To get started, add your tax registration number(s) under Invoice Settings. Your merchant tax ID will appear on all invoices going forward.

Learn more in our docs, or reach out to Orb with additional questions or feedback.

When you create a subscription or schedule a plan change in the dashboard, the Subscription preview step now shows the full invoicing impact before you confirm. Previously, these flows previewed only the next upcoming invoice.

The preview matches the one used when editing a subscription or migrating plan versions, and covers the next 12 months of changes:

• Invoices that will be added, updated, deleted, or voided
• Credit notes the change will issue
• Proration and its effect on downstream invoices

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.

There are new price and adjustment types available in Early Access. Reach out to your Orb contact to get access.

Composite percentage prices

Charge a fee calculated as a percentage of other line items on the same invoice, such as a support fee set at a percentage of usage, without doing the invoice math by hand. Use the percent model type.

Tiered percentage discounts

The new tiered_percentage_discount adjustment applies a different percentage to each band of cumulative spend, so you can model fill-a-tier discount schedules.

Know when a backfill finishes

Two new webhook events, backfill.reflected and backfill.reverted, fire when a backfill's changes have been reflected or when it has been fully reverted. You no longer need to poll for backfill status. Kick off downstream processing or review the results as soon as the backfill is done. Learn more in our webhooks docs.

Control invoice auto-issuance per subscription

You can now set auto_issuance on a subscription when you create it, update it, or schedule a plan change. A subscription without its own setting inherits the customer-level setting, then your account default. Existing subscriptions keep issuing invoices exactly as they do today.

See where every credit block came from

Credit block responses now include credit_block_source (allocation, top-up, commitment, or manual). Blocks funded by a credit allocation also include that allocation's details. This makes it easier to reconcile balances and explain to your customers where their credits came from.

Fixed-fee prices on a plan can now each be configured as billed in advance or in arrears, independent of the other fixed fees. This lets you combine, for example, an upfront platform fee billed in advance with an in arrears flat fee that draws from a prepaid credit balance — on the same plan.

In the dashboard, you'll find a per-price Billing mode picker on each fixed-fee card. Plans created via the API can now include fixed-fee prices with differing billed_in_advance values.