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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

2023 Archive

2023 Archive

Release 2301.1 - 01/24/2023

Release 2301.1 - 01/24/2023 This release unveils 2 major features: Stripe integration and Credit Burndown usage model, plus miscellaneous updates such as streamlined LIfecycle Manager navigation, hide closed opportunities for change quotes and orders, etc.

Release 2301.2 - 02/10/2023

Release 2301.2 - 02/10/2023 Key features include the ability to specify tax percentages for products during change order previews and API placement.

Release 2302.1 - 03/13/2023

Release 2302.1 - 03/13/2023 Key features include: cash-type credit pool, upsell/downsell on renewals, order split, single-line split, opportunity renewal processes, and enhanced Stripe integration.

Release 2302.2 - 03/21/2023

Release 2302.2 - 03/21/2023 Key features include a new price calculation option for mid-term subscription changes and a couple of bug fixes.

Release 2303.1 - 04/27/2023

Release 2303.1 - 04/27/2023 Key features includes multi-currency support in Price Builder and Lifecycle Manager.

Release 2304.1 - 05/30/2023

Release 2304.1 - 05/30/2023 Packed with feature enhancements including Catch Up Bill Run, Debit Memos and bug fixes, this update also provides a centralized knowledge hub.

Release 2304.2 - 06/12/2023

Release 2304.2 - 06/12/2023 Ability to cancel Paid invoices; Ability to drag-n-drop easily in the Line Editor, and a few bug fixes.

Release 2305.1 - 07/03/2023

Release 2305.1 - 07/03/2023 This update introduces essential integrations that enhance the entire process from quote to revenue, such as the integration of the Avalara tax engine and revenue recognition through the RightRev integration.

Release 2307 - 08/14/2023

Release 2307 - 08/14/2023 This update introduces Ava Tax integration for seamless taxaction, Credit Prorations for accurate term adjustments, and Billing Account Hierarchy for larger organizations to manage their billing processes effectively.

Release 2307.1 - 09/05/2023

Release 2307.1 - 09/05/2023 This update introduces essential enhancements for Avalara integration, Nue order sync, and issue fixes.

Release 2308 - 09/26/2023

Release 2308 - 09/26/2023 This update introduces Multiple Credit Pools in the Credit Burndown usage model, mid-term subscription price adjustments, the ability to integrate with RightRev for revenue recognition, Quickbooks for collections, and much more! .

Release 2308.1 - 10/17/2023

Release 2308.1 - 10/17/2023 This update enhances the user experience of the Quick Save function in the Lifecycle Manager, and also includes bug fixes.

Release 2310 - 11/12/2023

Release 2310 - 11/12/2023 This update introduces Multiple Credit Pools in the Credit Burndown usage model, mid-term subscription price adjustments, the ability to integrate with RightRev for revenue recognition, Quickbooks for collections, and much more! .

Release 2310.1 - 11/21/2023

Release 2310.1 - 11/21/2023 This update includes various bug fixes, addressing issues for an improved and more stable user experience.

Release 2310.2 - 11/30/2023

Release 2310.2 - 11/30/2023 This update improves the Stripe integration, delivering a more streamlined and flexible Stripe integration experience for users.

Release 2311 - 12/18/2023

Release 2311 - 12/18/2023 This update introduces Stripe Tax integration, a new invoice status Pending Activation, billing period "Same as Subscription Term", and enhancements to Milestone-based Billing, and much more!.

Release 2311.1 - 12/27/2023

Release 2311.1 - 12/27/2023 This update enables importing bundle subscriptions into Nue, streamlining implementation and data migration, and includes critical bug fixes.

Release 2311.2 - 01/09/2024

Release 2311.2 - 01/09/2024 This update delivers the capability to cancel orders with refunded or partially refunded invoices.

Release 2311.3 - 01/16/2024

Release 2311.3 - 01/16/2024 This update introduces the capability to synchronize specific fields on activated orders from Salesforce to Nue.