Nue Knowledge Center

A new button 'Clone Quote' is added to the Quote object in Nue on Salesforce. Users can add this button to the Quote layout, and use it to copy the existing quote into a new one. The newly copied quote will not be marked as Primary Quote.

In the Product Configurator, users can search product options by product name, so that they don't need to drill into sub-bundles to find the product options.

The following 2 new subscription statuses are added: Scheduled for Cancellation, and Ended. When the subscription is canceled but its end date has not reached, the subscription will have status 'Scheduled for Cancellation'. When the subscription's end date has passed, but it is not canceled, the subscription's status will be changed to 'Ended'. Subscriptions with status 'Scheduled for Cancellation' cannot be further participating in any lifecycle changes. Subscriptions with status 'Ended' may still participate in further lifecycle changes if and only if 'Allow back-dated order changes' system setting is enabled.

More actions are available in the Entitlement and Asset cards, including View Invoices, View Change Log, Manage Entitlements.

Users can view and manage milestones of an asset or an entitlement in the lifecycle manager, including view invoiced and scheduled milestones, change milestone dates, etc. For more details, please check out this document.

Often times, users would like to generate invoices from activated orders only for certain customers, partners, or specific types of orders. Now users can choose to only generate the first invoice for Customers, Products, or Orders that match specific criteria by setting filter conditions. Please check out this page for more information.

A new Billing Period option "Same as Subscription Term" is added. This option is typically used when you bill your customers in total just once when the first billing cycle day comes, instead of periodically doing it in each billing cycle. Please note that if you choose this option as the billing period for any of your products or customers, the Bill Cycle Day and Bill Cycle Start Month will be ignored. Instead, the subscription's billing cycle day will be set as the start date of the subscription.

Occasionally when Salesforce or Nue has intermittent connection issues, invoices failed to sync to Salesforce in real-time when the invoices were created or their statuses updated. This job is to make sure missing or delayed invoices are synchronized to Salesforce on a nightly basis.

An optional lifecycle status 'Pending Activation' is added to Invoice and Credit Memo objects, so that custom processing of invoices can be completed before the invoices are activated. For more details, please check out this document.

Often times, users would like to change the invoice date before an invoice is activated. When the user clicks 'Activate' icon to activate the invoice, she has an option to change the invoice date. When the invoice date is changed, the payment due date is updated accordingly.

Admin users can configure the session timeout for a Nue tenant at the organization level. The available options are: 15 Minutes / 30 Minutes / 1 Hour / 90 Minutes / 2 Hours. The default value is 15 minutes.

In addition to Avalara, users can use Stripe Tax as the tax engine to calculate taxes in Nue, for quotes, orders, invoices, credit memos, and are able to see the tax amounts in the Stripe invoices. For more details, please checkout this document.

When a paid invoice is canceled in Nue, its payment status will be set to 'Refunded'. At the same time, the invoice's status will be set to 'Canceled'. A negative invoice or a credit memo will be generated in Nue with payment status set to 'Credit Back'.

Bug Fixes

Previously, users cannot blank out / remove the value of a date-type field in the Line Editor. This issue is resolved.