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's Data Exports now includes 5 new resource types:

1. Accounting period lock
2. Credit ledger entry event
3. Credit note line item event
4. Daily line item revenue event
5. Invoice line item billing event

These resources include lock adjusted timestamps, so you can attribute revenue and billings to the appropriate period based on the accounting period lock posture, and create custom or advanced revenue and billing reports outside of Orb.

Learn more in our docs, including how to get started with common financial analyses using Orb data.

You can now tailor how data is presented in the Recognized Revenue and Billings reports. Use this dropdown to configure:

1. View aggregation: rollup data monthly, or daily for shorter time horizons
2. Display properties: include additional metadata for richer reporting in one place
3. Insights: calculate % change from the prior period

To try it out, head to the display options dropdown in the top right of the Recognized Revenue and Billings reports. Learn more about revenue reporting and pivots in our docs.

Credit note service periods are now configurable to provide greater, fine-grained controls for when revenue is recorded and recognized in Orb Reports.

To try it out, head to the options menu for any paid or issued invoice. Learn more in our docs.

Simulations let you understand the impact of any price evolution before you launch. Now, the full feature richness of Orb's billing engine is fully supported in Simulations — try it now.

What's new:

1. ✅ Start from an existing plan, and easily simulate changes to optimize revenue capture (changing tier boundaries, updating rates, and more).
2. ✅ Experiment with packaging or build out new pricing completely from scratch.
3. ✅ Simulate minimums, discounts, maximums... you name it.
4. ✅ Allocations + credits — tune your included allocation and top-ups to actual customer usage and needs.
5. ✅ Dimensional price groups? Let's set it up.

Build scenarios for different pricing strategies and run them against historical usage data in Orb. Simulations allow you to visualize price changes before you make them, without any of the complicated data legwork or churn risk of live testing with customers. Learn more in our docs.

You can now include, exclude, or isolate tax amounts in the Billings report. This powerful enhancement makes it easier to record and reconcile your accounts for end-of-month close, without ever leaving Orb. 

Learn more about the Billings report in our docs.

You can now set a customizable invoice date when creating an invoice for a credit increment. By default, the invoice will use the credit block’s effective date, but you can override this by specifying a custom invoice date.

This option is available in the dashboard and via the API by setting invoice_settings.invoice_date when creating a ledger entry.

We’ve added support for displaying the invoice memo directly in the body of invoice issuance emails.

📌 The memo is helpful to annotate invoice emails - for example, adding payment instructions - so recipients can easily understand how to pay the invoice

💡 You can populate the memo for all invoices on a subscription or for specific invoices.

🛠️ Including the memo in the invoice body is a common practice among billing providers and improves clarity for end customers.