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Release Notes

Release 2404.1 - 05/22/2024

Release 2404.1

Scheduled on Wednesday, 05/22/2024

This update focuses on improved invoice management, including automatic credit application, a redesigned invoice preview page, enhanced tax detail visibility, and synchronization of order updates with Salesforce.

Feature Enhancements

Nue Billing Accelerator

Enhancements to credit management for invoices

In this release, we have enhanced the credit management for invoices. Revops Managers can now manually apply credits to invoices during activation. Invoices will now be automatically applied with available credits from customers’ credit pool when generated. For more detailed information, please refer to this article.
Additionally, administrators can convert credits to credit memos via a new API. Please refer to the API references here.

Order updates auto-sync to Nue

Sales reps can now update fields of an active order in Salesforce and automatically sync the changes to Nue. A new 'Fields Updated to Nue' fieldset allows you to select which order fields should trigger an automated sync to Nue when updated. This ensures billing and reporting data in Nue stays aligned with changes made in Salesforce for active orders, such as updates to billing/shipping addresses or other critical details impacting the billing process. For detailed information, please refer to this article.

Nue Lifecycle Manager

Invoice Preview page redesigned for improved clarity

The Invoice Preview page has been redesigned to display a list of invoices similar to the Invoices page. Users can now click the 'View' action to open a modal popup displaying the list of invoice items for the selected invoice. The upper right corner of the page will continue to display the Balance, which reflects the total amount of all invoices included in the preview. By removing the billing period selector and separating invoice details and invoice items, the new design reduces potential confusion, making it easier for users to navigate and understand the information presented.

Ability to view tax details for invoices and credit memos in Customer Lifecycle Manager

Users can now view detailed tax breakdowns for both invoices and credit memos directly within Salesforce, mirroring the existing functionality available in Nue.

Nue Platform

QuickBooks Integration

Ability to map customers and products between Nue and QuickBooks via CSV imports

During the on-boarding process, admin users can upload CSV files containing mapping information between Nue and QuickBooks for both customer records and product records. This mapping is used to identify corresponding records in QuickBooks, ensuring that synchronized transactions do not result in duplicate customer or product records. For detailed information, please refer to this article.

Bug Fixes

Nue Billing Accelerator

Payment application's Transaction Date is not correctly set

Previously, Transaction Date and Timestamp fields on Payment Applications and Payment Application Items were incorrectly set to the date/time of the initial failed payment attempt, rather than the actual successful payment transaction.We have fixed this issue in this release, now these fields reflect the date and time of the successful payment transaction.

Nue Platform

Encounter an error when opening the Nue home page

Previously, users would encounter the error "This report returned too many records to sort groupings" when opening the Nue home page. We have resolved this issue in this release. Now the Nue home page loads smoothly.

Stripe Integration

Batch sync of invoices to Stripe failed if the customer's information was invalid

We have fixed an issue where the batch sync of invoices to Stripe would fail if the customer's phone number exceeded the 20 character limit imposed by Stripe. The system now properly validates and truncates phone numbers to ensure they meet Stripe's requirements before attempting the invoice sync.

RightRev Integration

Transactions were not sent to RightRev

In this release we have fixed an issue where transactions (Orders / Invoices) were not being sent to RightRev. The fix adds null checks for price and amount fields, as well as isolates error handling per tenant during the RightRev batch sync process.