Nue Knowledge Center

Nue Docs navigation

/

Get Started

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 2307.1 - 09/05/2023

Release 2307.1

Scheduled on Wednesday, 09/05/2023

This update introduces essential enhancements for Avalara integration, Nue order sync, and issue fixes

Feature Enhancements

Nue Lifecycle Manager

Ability to enable detailed AvaTax transaction logging within Nue platform

Now all Avalara service calls are logged to Nue logging services, which can be used to assist customers and support in troubleshooting exercises if necessary.

Nue Billing Accelerator

Ability to sync orders that are not matched between Nue and Salesforce on a nightly base

When activating an order from Salesforce, it will be synced to Nue automatically. Sometimes, this sync process might fail due to a network issue or be blocked by some customized triggers or validations. Nue will process the re-sync for all missing orders on a nightly base.

Bug Fixes

Nue Price Builder

An error occurs when saving product options if multiple currencies are enabled

When multiple currencies are enabled, users encounter an issue when editing the price of an add-on product within a bundle in a different currency, an error occurs saying that the 'Currency ISO Code is required', this issue has been fixed in this release.

Nue Lifecycle Manager

Automatically calculate tax for change orders

For change order, previously users had to manually click the 'Quick Save' button to recalculate the tax in the line editor. Now the tax amount will be calculated automatically when checking out subscription changes to a change order and landing on the line editor page.

The quantity is not correctly calculated when reconfiguring an add-on product within a sub-bundle product

When a bundle product has a sub-bundle connected to its quantity, if the sub-bundle also has add-ons connected to its quantity, previously, users encountered an issue that when they reconfiguring the sub-bundle, the quantity of the add-ons was not calculated correctly in the line editor. This issue has been fixed in this release.

The flow 'Update Opportunity Pricing Fields' will be auto-activated after upgrading the package version

Nue is leveraging a Salesforce flow named 'Update Opportunity Pricing Fields' to update the opportunity's fields when a primary quote is created or updated, users can choose to disable this flow to stop the process. Previously, when a new package version was upgraded, the flow was turned on automatically. Now the flow won't be enabled automatically after users disable it.

Nue Billing Accelerator

Catch-up invoices should not be deleted if there are actual invoices generated for the same subscriptions

After generating catch-up invoices for a subscription, if there are follow-up invoices created for the same subscription, the catch-up invoices shouldn't be deleted in the next catch-up billing schedule.