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Release Notes

Release 2404 - 04/28/2024

Release 2404

Scheduled on Sunday, 04/28/2024

This update introduces a new revenue model "Credit" for creating prepaid, credit-type products as well as a series of Stripe integration enhancements, including tax details viewing for invoices, credit memos and orders, and collection method preferences setting for invoices, providing more control over payment processes.

Feature Enhancements

Nue Price Builder

One-Time Credit

Introducing a new revenue model - Credit. Unlike Credit Burndown, Credit offers a fresh approach for businesses to create prepaid, credit-type pricing models. With Credit, users can issue one-time credits, allowing customers to use these as deposits towards future payments or services. For more detailed information, please refer to this article.
On the Salesforce side, a new value "Credit" needs to be added to the Revenue Model picklist, which is a restricted picklist, on the Product object. Please follow the steps below:
(1) Go to Setup → Object Manager → Product (Product2) → Fields & Relationships → Revenue Model
(2) Add a new value: Credit

Nue Lifecycle Manager

Ability to limit Opportunity record types when creating a change quote or order

When users check out the change requests in the Change Cart into a change quote or order, they have the option to create a new opportunity. In cases where multiple active record types are linked to the opportunity, only those assigned to users' profiles will be accessible for selection. This significantly simplifies the overall experience of creating opportunities in the change quote or order flow.

Nue Billing Accelerator

Customizable payment terms

Presently, Nue offers the following payment terms: Due Upon Receipt, Net 15, Net 30, Net 45, and Net 60. This enhancement allows admin users to create custom payment terms tailored to their unique business requirements, such as Net 7 or Net 90. These custom payment terms can subsequently be used when creating quotes or orders. The Due Date of the resulting invoices will be calculated based on the selected custom payment terms. For more information, please refer to this article.

Ability to select more than one default payment methods

Customers now have the flexibility to choose between multiple payment methods when making payments through the Stripe payment URL received via email. This new feature allows users to select either ACH or Credit Card as their preferred payment method for invoices.
For upgrade customers wishing to use this feature, please add the ‘Payment Methods’ field to the detail page layout for Account, Quote, and Order.

Ability to manage the lifecycle of debit memos

This update brings enhancements to the Debit Memo feature, including the introduction of a Transaction Date field, a Status field for improved management of the debit memo lifecycle, and refinements to the debit memo creation process. These improvements offer enhanced control and visibility throughout the Debit Memo lifecycle, facilitate upfront review before activation, and ensure seamless synchronization with invoicing actions in Stripe.

Support displaying custom fields for Invoice Item and Credit Memo Item in Nue

Users can now configure Invoice Item and Credit Memo Item list views to include custom fields, providing greater flexibility in surfacing relevant data columns.

Nue Platform

API request logs categorized by API keys

Admin users can now view logs of all API requests made to the Nue system within the last 15 days. This new logging view provides better visibility into API usage patterns and allows admin users to easily monitor which API keys are being used and how heavily they are being utilized.
This feature improves transparency around API consumption and allows admin users to quickly isolate issues related to specific API keys if needed.

Use relative dates in the graphQL builder and filters

Users can now use relative dates when filtering data in GraphQL queries. This allows for more dynamic filters based on values like "Today", "Now", plus/minus a specified number of days/months/years. There is a "Use Absolute Date" option to switch back to the regular date picker if needed.

"Copy ID" for list components

Users can click the first text or lookup column of each row of any list components in Nue to copy the record ID into the clipboard. This helps users to quickly capture the record ID and use it in the self-service APIs or integrations with 3rd party systems.
To copy an ID to the clipboard, users can:
- Locate the item in the list
- Hover over first non-action column on the list. A "Copy record ID" tooltip will be displayed.
- Click to copy the record ID.

Enhanced user experience of System Settings page

In Nue app, the System Settings experience has been refined with the ability to close modal panels. Previously, users were unable to dismiss Settings modals once opened. Users can now close any Settings modal by clicking the 'X' icon in the top right. This allows users to return to the default Settings state easily after updating configurations or reviewing information.

Ability to see Log Out option when clicking on the profile picture

When the user clicks on their Profile picture, a popover menu appears with two options: “Edit Profile” and “Log Out”. This enhancement provides a more intuitive way to access the logout functionality.

Stripe Integration

Ability to view tax details for invoices, credit memos, and orders

Users can now easily access detailed tax breakdown information for invoices, credit memos, and orders when Stripe Tax is enabled. A new "Tax Breakdown" icon is available in the action column on the invoice, credit memo, and order list views. Clicking the icon opens a popup window displaying the tax breakdown line items.

Collection method preferences for invoices in Stripe

Finance users can now set their preferred method for collecting invoice payments from customers in Stripe. To configure the collection method preference, navigate to: Nue Settings → Integrations → Stripe → Collection Method Preference
The "Automatically Charge" option will attempt to charge the customer's default payment method, falling back to email if no valid method is available; while the "Send Email" option ensures invoices are always emailed to customers with payment instructions, and the "Smart Collection" option intelligently determines whether to charge a stored payment method or send the invoice by email based on the customer's payment capabilities.
This new configuration allows finance teams to align invoice collection with their preferred processes while still maintaining flexibility based on the customer's payment capabilities.

Bug Fixes

Nue Price Builder

Unable to copy Product Code from SKU when a product or bundle is replicated

This addresses an issue where the Product Code was not being correctly copied from the SKU when replicating a product or bundle. Please note that the Product Code of the copied product matches the SKU, even if Product Code and SKU were different on the original product.

Nue Lifecycle Manager

Invoice Preview of Account is missing the last date of the term

Previously, when previewing invoices for an account, the last date of the subscription term was missing. This bug has been resolved, and the Invoice Preview now correctly displays the last date of the subscription term, the transaction amounts for each month are accurate.

Percentage formula field is not rendered correctly in the Subscription view

A rendering issue causing incorrect display of the percentage formula field in the Subscription view has been resolved in this release. The field now renders accurately, ensuring correct representation of data.