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Configure Products and Prices Create Quotes and Orders Upsell and Renew Subscriptions Understanding Price Calculations Understanding Subscription Term Basis and Proration Ask Nue!

Use Cases

Authenticate API Users Refresh the Salesforce Sandbox

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

Object Model

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

Price Builder Quote Builder Lifecycle Manager Collections Everything Billing Usage Accelerator Lifecycle Intelligence The Nue Platform Integrations Frequently Asked Questions

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

Lifecycle Intelligence

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

Support

Submit a support ticket

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 2304.2 - 06/12/2023

Release 2304.2

Scheduled on Monday, 06/12/2023

Feature Enhancements

Nue Lifecycle Manager

Be able to drag and drop products into the quote when the number of products in the Product Selector is large

If the number of products available in the Product Selector is large, there may be an issue while trying to drag a product in the Product Selector panel and drop it into the Line Editor. We enhanced this behavior so that the droppable area on the left side takes the entire left panel.

Nue Revenue Manager

[Stripe Integration] As Finance Ops, I am able to cancel a "Paid" invoice

Occasionally, you might create an incorrect order, which generates an invalid invoice. The invoice could get paid via Stripe automatically since the customer has a default credit card on file, or has credits in the credit balance In this case, the invoice's Payment Status becomes PAID, in both Stripe and Nue. Previously, you may only refund a Paid invoice, which would in turn generate a credit memo. Now you are able to cancel a Paid invoice, which will trigger the following operations:
1. Issue a Credit Note in Stripe for the invoice amount, whch will trigger a Credit Card refund or add the credit balance back to the customer
2. Cancel all related payment applications associated to the invoice in Nue (as well as Nue on Salesforce)
3. Cancel all related debit memos associated to the invoice in Nue (as well as Nue on Salesforce)
4. Change the invoice statatus from Active to Canceled
For more information, please refer to this article in Nue Knowlege Center.

Bug Fixes

Nue Price Builder

Should be able to create a UOM without a term dimension

We fixed this regression issue where a Unit of Measure had to have a term dimension. Now you can create a UOM without a term dimension specified, e.g., Each, Hour.
For more information about creating UOMs, please refer to this article in the Nue Knowledge Center

Nue Lifecycle Manager

Without "Sync primary quote line items to opportunity products" enabled, users can't automatically finalize quote/activate order when Close/Won an opportunity

Users had to enable "Sync primary quote line items to opportunity products" setting in order to automatically generate an order when from the primary quote when Close/Won an opportunity. This issue is fixed.
For more information about Lifecycle Manager settings, please refer to this article in the Nue Knowledge Center.