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Release Notes

Release 2406 - 07/16/2024

Release 2406

Scheduled on Tuesday, 07/16/2024

This update enhances the Lifecycle Manager with improved billing period management, and safeguards against accidental deletions. The Billing system sees major upgrades including redesigned invoice screens, support for Evergreen Subscriptions and Bundles, and new Collections APIs. The Nue Platform introduces advanced auto-numbering, webhook support for price tags, and CSV export capabilities, alongside various bug fixes and improvements to the QuickBooks integration.

Feature Enhancements

Lifecycle Manager

Update the billing period for all quote/order items from the header

Sales representatives can now update the billing period for all line items directly from the quote/order header. When 'Billing Period' is configured to display in the line editor, users can override all line items' billing periods from this view.
When a user adds a product with a pre-configured billing period that differs from the quote/order header, the product's billing period will be used as the default for that line item. If this billing period conflicts with the one selected in the header, a warning message will appear to highlight the discrepancy.
- Warning messages are stored and displayed for affected line items.
- A message icon appears on lines with mismatched billing periods.
- Clicking the icon reveals a detailed warning message explaining the discrepancy.
- Warnings are cleared if a line item's billing period is updated to match the header.

Ability to adjust prices in a change order via API

The Change Order API now supports price adjustments for existing subscriptions through the new "AdjustPrice" change type. This extension allows users to streamline pricing updates across subscriptions in an account via API. For more details, please check out the API reference.

Ability to prevent Salesforce users from deleting active subscriptions, invoices and credit memos

This new safeguard feature prevents accidental deletion of active subscriptions, invoices, credit memos, and related records, ensuring data integrity and preventing issues that may arise from improper deletion processes.
Key enhancements are:
- Subscription deletion prevention: Salesforce admins and users are now restricted from directly deleting subscription, asset, and entitlement records that are associated with an order product. Attempting to delete these records will result in an error message, guiding users to follow the proper order cancellation process instead.
- Asset Order Product deletion prevention: Users are prevented from deleting Asset Order Product records that reference an active subscription, asset, or entitlement. Deleting such records will display an error message, ensuring data consistency and proper record handling.
- Invoice, Credit Memo, and Payment Application deletion prevention: Invoices, credit memos, debit memos, and their associated payment applications that are not in the "Draft" status cannot be directly deleted by users. Attempting to delete these records will result in an error message, directing users to perform the deletion through the Nue Lifecycle Manager UI.

New version of the quote layout v2406

A new version of the Quote Layout v2406 is now available. This version contains the following changes:
- Add Clone Quote action
- Remove "Start Sync", "Change Record Type" actions
- Remove "Description" field from the layout according to Sales feedback
- Group Start Date and Subscription Term into the new section "Subscription Contract"

Everything Billing

Redesigned invoice list and detail screens for collections

This release introduces a redesigned experience for managing invoices in the collections workflow, providing improved efficiency and clarity for finance operations.
Key enhancements are:
- Enhanced invoice detail page: Users now have a comprehensive view of invoice general information, including key details and action buttons, directly on the detail page. The invoice detail page clearly displays invoice items with associated actions, allowing for easy management of individual line items. A dedicated Change History section tracks all updates and modifications made to the invoice, providing complete auditability.
- Batch Actions: Users can now perform batch operations on multiple invoices from the Invoice List page, including activating, canceling, and deleting invoices. These actions are available only to users with the necessary permissions.

Billing support for Evergreen Subscriptions

In this release we delivered robust billing capabilities for evergreen subscriptions:
- Invoicing for Evergreen Subscriptions: Generate accurate invoices for active evergreen subscriptions.
- Handling Subscription Changes: Accurate billing for termed subscriptions converted from evergreen subscriptions.
- Billing until Cancellation Date: Ability to bill an evergreen subscription up until the cancellation date.
Please refer to this article for details about this enhancement.

Evergreen bundles

This feature provides the ability to create and manage Evergreen Bundles, allowing companies with complex bundled offerings to take advantage of the flexibility and convenience offered by Evergreen Subscriptions.
This feature includes the following key capabilities
- Create evergreen bundles: Product Managers can now define a bundle as an evergreen recurring type during the product configuration process. When creating a new bundle, the "Renewal Mode" can be set to "Evergreen," hiding the "Default Subscription Term" and "Default Renewal Term" fields.
- Add evergreen bundles to quote and orders: Sales Representatives can add evergreen bundles to quotes and orders, with all child lines automatically marked as evergreen. The evergreen flag can be toggled at the bundle level, and child lines will inherit the evergreen status accordingly.
- Convert evergreen bundle subscriptions to termed subscriptions, and vice versa: In the Customer Lifecycle Manager, Sales Representatives can convert evergreen bundles to termed bundles and vice versa. When converting to a termed bundle, the option to co-term with other subscriptions or set a specific term is available. Conversions to evergreen or termed status can be applied to both the bundle and its child subscriptions simultaneously.
- Renew termed bundle subscriptions to evergreen: Sales Representatives can renew a termed bundle to an evergreen bundle during the renewal process. Child subscriptions will be converted to evergreen status along with the parent bundle.
- Cancel evergreen bundle subscriptions: Evergreen bundles can be canceled, with all child subscriptions being canceled concurrently.
For detailed information about this feature, please refer to this article.

One-time Credits: Enhanced credit memo and credit management

In this release, we delivered the following new functionalities that provide RevOps Managers with greater control and flexibility when managing credit memos and customer credits
- Cash out: convert unused credits to credit memos.
- Cancel credit memos that were converted from a customer's credits.
These capabilities offer improved options for handling customer credits effectively. For detailed information, please refer to this article.

Collections APIs

This release introduces a new set of APIs designed to streamline the collections process for invoices and credit memos. These APIs provide a more efficient and user-friendly experience for the following functionalities:
- Pay invoices
- Refund invoices
- Apply/Unapply credit memos
Important: The existing payment applications API located at /billing/payment-applications will be deprecated on October 31, 2024. To ensure continued functionality and leverage the latest improvements, we strongly recommend migrating your integrations to utilize the new Collections APIs. Please refer to the API references for details.

Invoice Template (Preview)

We are excited to introduce the new Invoice Template Builder, a powerful tool that allows administrators to customize and manage invoice templates within the Nue platform.
The feature provides greater flexibility and control over the presentation of invoices. It contains the following key capabilities:
- Edit and customize the default invoice templates.
- Allows for easy modifications to the layout, styling, and content of invoice templates.
- Preview invoices using the customized templates directly from the invoice list page.
- Send active invoices to the customer's designated contacts.
This feature is currently in preview. Please contact your account manager for more information and early access.

Nue Platform

Ability to create advanced auto-numbering scheme

This feature enables users to create advanced auto-numbering schemes for various objects within the Nue platform via API. It provides greater flexibility and customization options, allowing users to match the auto-numbering capabilities found in popular ERP systems, such as QuickBooks and NetSuite. Please refer to this article for more details.

Webhook support for price tags and price tiers

In this release, we've introduced new webhook event support for price tags and price tiers. This feature allows you to receive real-time notifications for changes to these objects, enabling seamless integration with external systems and automated workflows. For detailed information about the new webhook events, please refer to this article.

Ability to export Nue objects to CSV via API

Users can now export up to 10,000 records from objects like Order, Invoice, Credit Memo, Usage, Tax Code, and Transaction Hub to CSV files via API. This provides greater convenience for working with large datasets. For more details, please refer to the API reference.

QuickBooks Integration

Enhanced Nue authentication using API keys

Administrators can now create and update Nue authentication using an API key within the QuickBooks Integration configuration. The setup process requires setting an "Active" API key for successful integration. Please refer to this article for instructions on configuring API keys.
When rotating the API key, it's crucial to immediately replace the original API key used in QuickBooks with the new API key. Failure to update the API Key promptly may result in QuickBooks integration failures due to an expired API key.
For details about QuickBooks Integration configuration, please refer to this article.

Bug Fixes

Price Builder

The Billing Period field is not needed when a product’s revenue model is set to One Time

Starting from this release, the Billing Period field will be removed from product configuration forms for products set to a 'One-Time' Revenue Model. This change will provide a more focused and intuitive user experience.

Incorrect estimations in the product configurator

This fix addresses the issue of inaccurate price estimations in the product configurator, which could potentially lead to confusion or misunderstandings during the quoting process. While this fix resolves the issue in the product configurator, it's important to note that the line editor was already calculating the prices correctly. The discrepancy was limited to the estimation displayed in the configurator.

Error occurs when duplicating a product/bundle with unique type custom fields

Previously, an error occurred when attempting to duplicate a product or bundle that had a unique type custom field defined on the Product object in Salesforce. This issue has been resolved.

Lifecycle Manager

When cloning a quote, the Status field should not be copied

This fix addresses a common use case where users want to clone an existing quote as a starting point for a new quote but expect the cloned quote to have a default "Draft" status, allowing for further modifications and approvals as needed.

Billing address and shipping address fields of quotes and orders are not populated during the auto-renewal process

During the auto-renewal process, the billing address and shipping address fields on the newly created quote and order were not being automatically populated from the account's address information. We have fixed this issue in this release. When the auto-renewal job runs, it will now create a quote with the billing address and shipping address automatically populated from the account's address information. Additionally, the order generated from this quote will also have the billing and shipping addresses correctly copied over.

Slightly inaccurate calculation of Today's ARR on Account object

An issue was identified where the calculation of Today's Annual Recurring Revenue (ARR) was slightly inaccurate due to rounding discrepancies. We included a fix to ensure that ARR calculations are precise, eliminating rounding discrepancies and ensuring accurate metric reporting.

QuickBooks Integration

Do not synchronize catch-up invoices to QuickBooks

Catch-up invoices generated from the Catch-up Bill Run will no longer be synchronized to QuickBooks.

Invoice Date should be transferred to QuickBooks as invoice's Transaction Date

The Invoice Date field in Nue is now mapped to the Transaction Date in QuickBooks.