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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

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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

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 Reference 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

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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 2310.2 - 11/30/2023

Release 2310.2

Scheduled on Thursday, 11/30/2023

This update improves the Stripe integration, delivering a more streamlined and flexible Stripe integration experience for users.

Feature Enhancements

Stripe Integration

Ability to populate Salesforce account information to Stripe customer

This feature synchronizes Salesforce account information to Stripe customer automatically. Default field mappings are outlined in this document. Admin users have the flexibility to customize field mappings using our API. For detailed instructions, please consult the API documentation provided.

Ability to synchronize Salesforce account and order information to custom fields in Stripe invoice

This enhancement enables the population of Salesforce account and order information into custom fields within a Stripe invoice. This process is controlled by the configuration settings available through the API. Please refer to this document for details.

Enablement of payment method types for Stripe invoice

This feature provides the capability to set payment method types for each Stripe invoice based on the payment method settings in the corresponding upstream order. Please check out this document for detailed information.