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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

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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

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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

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

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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

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Release Notes

Release 2403 - 04/01/2024

Release 2403

Scheduled on Monday, 04/01/2024

This update brings the capability to invoice milestones on their designated dates, configure criteria for generating invoices for milestone services independently, and introduces a brand new collection of customizable booking, pipeline, and billing & collections dashboards, among other enhancements!

Feature Enhancements

Nue Lifecycle Manager

Ability to view orders, subscriptions, assets, entitlements, invoices and credits in the Lifecycle Manager of the account hierarchy

In the Lifecycle Manager, when dealing with a sales account with child accounts, users can view transactions for both the parent and its children in the hierarchy. Similarly, for billing accounts, users can access transactions specifically linked to that billing account. For more details please refer to this document.

Ability to configure the Quantity and Subscription Term in the Product Configurator

Previously, users could only adjust the quantity and term within the Line Editor when configuring a bundle. Now, they have the flexibility to make these changes directly within the Product Configurator itself.

Display Cancellation Date in the Subscription Card when the subscription status is 'Scheduled for Cancellation' or 'Canceled'

When a subscription's status is either "Scheduled for Cancellation" or "Canceled," the Cancellation Date of the subscription will be shown under the Status field on the subscription's card. This feature ensures users have transparent information regarding the subscription's cancellation status.

Ability to show Today's Rollup ARR, Today's Rollup CMRR, and Rollup TCV across the entire sales account hierarchy

In the Lifecycle Manager's account card, when an account has child accounts, three additional fields - Today's Rollup ARR, Today's Rollup CMRR, and Rollup TCV - are presented, reflecting aggregate metrics from its hierarchy. Upgrade customers must configure these fields within the "Account Fields" Field Set to activate this functionality.

Nue Billing Accelerator

Ability to view billing job error messages and download the error details

In the Billing Jobs popup of a billing schedule, for billing jobs having errors, users can view the errors associated with the billing job. They can also click 'Download' action icon to download further details if needed.

Ability to invoice milestones on Milestone Date, and bill milestone services in a separate invoice

Enable invoicing milestones on their designated dates rather than incorporating them into a recurring billing schedule. Additionally, bill milestone services separately on a separate invoice. For more information, please check out this article.

Add Total Amount Without Tax field in Order and Order Product objects

To streamline integration with revenue recognition systems, we added Total Amount Without Tax field in Order and Order Product object in both Salesforce and Nue app.

Ability to pass customized product option names from the bundle to invoice line items

Customized product option names from the bundle are now passed down to invoice line items. When sending invoices to customers through the QuickBooks integration, the customized product option names will now be accurately reflected in the invoice line items.

Ability to not send $0 invoices to collection systems

A new setting has been added under System Settings > Revenue Manager > Invoices, called "Do not send invoices to collection systems with $0 total amount". When enabled, this setting will prevent zero-amount invoices from being sent to any collection systems, such as Stripe, and the "invoice.activated" webhook event will not be posted.

Enhanced transaction transfer status and manual transfers for Salesforce and QuickBooks

In the Invoice and Credit Memo lists, users now can view the transaction transfer status with Salesforce and QuickBooks from the Transaction Hub column for each invoice and credit memo in real time. Users can also transfer the transactions to Salesforce and QuickBooks manually. This can be used to recover the transaction transfer when errors occur during the automatic transfer.

Lifecycle Intelligence

Customizable collection of booking, pipeline, billing & collections dashboards

With this release, we officially unveil a set of customizable dashboards for booking, pipeline, billing, and collections. Existing dashboard configurations will seamlessly transition to the new set. Furthermore, Lifecycle Intelligence documentation is enriched with comprehensive details on functionalities, encompassing Data Flows, Object Models, Metrics, and Dashboards.

Nue Platform

API Keys

An API key serves as a unique identifier and authentication token used to access and interact with an application programming interface (API). With this release, users can reveal and rotate a master API key, create and edit custom APIs, and use API keys to integrate with Salesforce.

Ability to register Webhook Endpoint URLs for billing job events

Once the billing job finishes, a webhook event is triggered. Users have the option to subscribe to this event for subsequent actions, such as notifying administrators. Supported events include: Completed, Completed with Error, and Failed.

Deprecation of API endpoint "https://app.nue.io/api/"

As part of a security hardening initiative, starting from release 2403, the API endpoint "https://app.nue.io/api“ will be deprecated and will no longer be functional. Please note that ”https://api.nue.io" will be the only available endpoint for use moving forward.

Stripe Integration

Ability to apply tax exemptions for customers using Stripe Tax

Admin users can set the Tax Exempt Status of a customer in Salesforce, so that when taxes are calculated in Stripe, the customer will be tax exempt.

Bug Fixes

Nue Lifecycle Manager

Change Asset Type defaults to 'Subscription' when creating a new quote or order

When a user creates a new quote or order that contains a non-recurring product, the Change Asset Type of the quote line item or the order product was incorrectly populated as 'Subscription', which causes confusion in reporting. This issue is fixed so that the Change Asset Type will only be populated with the correct values when a change quote or a change order is created.

The Create Quote page is displayed as blank when there is an error with CreateQuoteDefaultValuePlugin

When there is an exception occurred in the CreateQuoteDefaultValuePlugin, the error will now be displayed as an explicit error message on UI.

RightRev Integration

Zero amount Invoice Item Details get synced to RightRev when 'Hide invoice items with $0 total amount' is enabled

Zero amount invoice item details will not be synchronized to RightRev when 'Hide Invoice Items with $0 Invoice Amount' setting is enabled.

Stripe Integration

Tax transactions for zero amount Invoice Items are created in Stripe when 'Hide invoice items with $0 total amount' is enabled

The tax transactions for zero amount invoice items will no longer be created in Stripe when when 'Hide Invoice Items with $0 Invoice Amount' setting is enabled.