Configurable invoice date for credit increments
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.
๐งพ Invoice memo now included in the invoice email body
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.
Adjustments are getting an upgrade!
- Item filters – apply to specific items
- No filters (i.e. subscription scope) – apply to everything on the subscription
- Price-type filters – only usage, fixed-in-arrears, or fixed-in-advance prices
Adjustments
step:These changes are live now in the API, and we'll be rolling them out in the web application over the course of the week. If you'd like to get access now, contact us at support@withorb.com
๐ New in Orb: Stripe Address Sync for Accurate Billing & Tax Compliance
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.
Evaluate Multiple Prices API Endpoint
We've launched a new API endpoint that enables you to evaluate the output of multiple prices for a given customer and time range. This powerful endpoint supports up to 100 prices in a single request, helping you build more detailed usage dashboards and audit invoice calculations.
Key capabilities:
- Evaluate up to 100 prices in a single API call for improved performance
- Use ingested or preview events - evaluate against real usage data or test with up to 500 preview events
- Advanced filtering and grouping with computed properties for granular analysis
- Inline price definitions - test new pricing models without creating them first
Common use cases:
- Build detailed usage breakdowns for customer dashboards
- Audit and verify invoice line item subtotals
- Test pricing changes before implementation
- Display usage patterns grouped by custom dimensions (e.g., by hour, region, or product feature)
Example grouping: Group usage by hour and custom property: ["hour_floor_timestamp_millis(timestamp_millis)", "region"]
Example filtering: Filter for specific usage: product_type = 'premium' AND region = 'us-east'
The endpoint is available now at POST /prices/evaluate
. Check out our Querying data with SQL page for additional details and examples.
New Webhook: subscription.trial_ended
We’re excited to introduce a new webhook event: subscription.trial_ended
. This webhook notifies your systems whenever a subscription's trial has ended and will now begin accruing paid usage.
To start using this webhook, configure your webhook endpoints in the Orb dashboard and ensure your systems are set up to handle the subscription.trial_ended
event.
For more details, refer to our webhook documentation.
Custom expirations for allocations
When adding a pre-purchase allocation to a plan or subscriptions, Orb now supports a custom expiration option for each allocation credit block. This option allows you to set a specific number of days or months after which the block should expire. This option can be configured in both our UI and API.
To learn more about allocations, please visit our docs.
Support for Apple Pay, Amazon Pay, and Google Pay
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.
Accounting period locks in Orb Reports
You can now lock accounting periods in Orb Reports.
This control in your Reports Settings ensures that no billing activity, including backdated subscriptions or invoice edits, impact closed reporting periods so you can stay compliant with ASC 606 standards.
Learn more about setup and expected recognition treatment in our docs.