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Price Builder

Products Price Book Unit of Measure (UOM)Price and Discount Tags Product Bundle Product Group Product Relationships Percent of Total Multi-attribute Pricing Multiple Currencies Manage Custom Attributes in Price Book Entries Quantity Tier Attributes for Price Tags

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Nue Object Model Overview Nue Object Model - Price Builder Nue Object Model - Lifecycle Manager Nue Object Model - Billing and Usage Accelerator Understanding Line Types Nue Object Model - Revenue Lifecycle Intelligence

Tutorial

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Lifecycle Manager

Configure Renewal Opportunity Process Configure Create Opportunity Popup Import Subscriptions into Nue Nue Sales Console

Quote Builder

Quote Builder Overview Quote and Order Split Quote Approval Sync Primary Quote to Opportunity Template Quote Manage Filters

Lifecycle Manager

Lifecycle Manager Overview Upsell and Downsell Renew Subscriptions Co-Term Subscriptions Cross-Sell Reconfigure Bundle Subscriptions Adjust Prices Evergreen Subscriptions Cancel Subscriptions Cancel Orders Preview Invoices Manage Service Milestones and Milestone-based Billing

Nue Platform

Manage Custom Fields Product Search Plugin Lookup Filter Plugin Default Value Plugin Invoice Preview Plugin Query Nue Objects using GraphQL Price Tag Search Plugin

Use Cases

Subscription Ramp Pricing Configure Pricing for Different Billing Periods Billing Account Search Setting a Price Floor Revenue Sharing with Partners Custom Payment Terms Update Order Information Customize Auto-numbering Schemes

Everything Billing

Billing Accelerator Overview Billing Parameters Billing Schedules Invoice Status Explained Credit Memos Late Fees - a Debit Memo Use Case Catch-up Bill Run Billing Account Hierarchy Scheduled Sync Jobs Billing Groups Multiple Entities

Collections

Collections Overview Collections Scenarios - Invoicing Collections Scenarios - Credit Memos and Debit Memos Collections Scenarios - Payments Collections Scenarios - Refunds and Reversals Collections Scenarios - Write Off Payment Rules

How-to Guide

Lifecycle Manager Nue Platform

Usage Accelerator

Usage Accelerator Overview The Credit Burndown Usage Model Multiple Credit Pools Credit Proration One-time Credits Integrate with Existing Usage Systems

Developer Resources

Use Cases Object Model API Reference Apex Global Services Self-Service API Guide Client Side Pricing Engine

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Revenue Lifecycle Intelligence Subscription and Order Metrics ARR Momentum Booking Dashboard Pipeline Dashboard Billing and Collections Dashboard

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The Nue Platform

System Settings Platform Settings Lifecycle Manager Settings Price Builder Settings Billing and Usage Settings Nue Security API Keys Roles and Permissions Export and Import Understanding Data Storage and Synchronization

Integrations

Nue on Salesforce Nue on Salesforce Permission Sets Stripe Integration DocuSign Integration QuickBooks Integration NetSuite Integration - ARM Connector Recognize Revenue via RightRev Calculate Taxes via Avalara Integration Calculate Taxes via Stripe Tax Webhooks Update Nue Integration User for Salesforce Integration Nue on Salesforce Layout Configurations NetSuite Integration v2023 NetSuite Integration Setup NetSuite Connector - Fields Mapping Streamlined E-Invoicing with Avalara ELR

Release Notes/2023 Archive

Release 2303.1 - 04/27/2023

Release 2303.1

Scheduled on Wednesday, 04/27/2023

Release 2303.1 includes the following feature enhancements and bug fixes.

Feature Enhancements

Nue Price Builder

Ability to support multi-currency

From this release, we will be able to support creating price book entries in multiple currencies. If the connected Salesforce Org is enabled with multi-currency, Nue will read the currency configurations from Salesforce. Users will be able to use different currencies available in Salesforce to configure price book, and price book entries. For more information, please contact cs@nueio.

Ability to add products into a bundle with a different UOM term dimension

When building a bundle, if the default UOM is User/Year (e.g., the UOM Term Dimension is Year), previously we can only add “Recurring Services” revenue model products with Term Dimension as Year into the bundle.
So in the Product Selector of the bundle builder, we have relaxed this constraints - all products with all UOMs willl be able to add to the bundle.

Nue Revenue Manager

Ability to configure Stripe connection, add and update customer mapping between Salesforce and Stripe.

Users can configure Strpe integration in Nue app, and import the mapping between existing customers in Stripe (if there are any) with Salesforce accounts. For more details please refer to this document.

Nue Platform

Ability to export and import products with credit conversions in the Export / Import API

When exporting or importing a product in Overage Usage or Pay As You Go revenue model, and the product has a credit conversions defined, the credit conversions will be exported and imported as well.

Ability to export and import products with multi-attribute pricing

The product export/import APIs are now able to export and import products having multi-attribute pricing.

Ability to query credits and credit flows using graphQL for a specific subscription.

You can use graphQL to query credits and credit flows by filtering on a specific subscription.

Ability to execute an API to synchronize orders from Salesforce to Nue

Now you can execute a Nue API to resynchronize orders from Salesforce to Nue for further invoice processing.

Ability to execute an API to synchronize usage-type subscriptions from Salesforce to Nue

Now you can execute a Nue API to resynchronize orders from Salesforce to Nue for further usage processing.

Bug Fixes

Nue Lifecycle Manager

The default sort order of subscriptions is not working sometimes

In the Lifecycle Manager, sometimes the subscriptions were not ordered by the Ordered Date in a descending manner. This is fixed.

The default sort order of invoices is not working sometimes

In the Lifecycle Manager, sometimes the invoices were not ordered by the Invoice Date in a descending manner. This is fixed.

Nue Revenue Manager

When the credit pool is of Cash Type, the credits are not provisioned properly.

This issue is fixed.