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Get Started

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

Authenticate API Users Refresh the Salesforce Sandbox

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 API 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

Submit a support ticket

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

Integrations

Integrations

Nue on Salesforce

Nue on Salesforce This setup guide walks you through a process of setting up Nue on Salesforce that connects to a Nue instance.

Nue on Salesforce Permission Sets

Nue on Salesforce Permission Sets This article gives you an overview of the permission sets you may consider to set up for Nue on Salesforce.

Stripe Integration

Stripe Integration Manage payments and collections via Stripe integrations with Nue.

DocuSign Integration

DocuSign Integration This tutorial will walk through how to setup Docusign to create Quote and Order Forms.

QuickBooks Integration

QuickBooks Integration Manage payments and collections via QuickBooks integrations with Nue.

NetSuite Integration - ARM Connector

NetSuite Integration - ARM Connector Documentation and instructions for integrating Nue/Salesforce with your NetSuite ARM.

Recognize Revenue via RightRev

Recognize Revenue via RightRev Learn how to efficiently manage revenue recognition processes using the powerful features of Nue's integration with RightRev.

Calculate Taxes via Avalara Integration

Calculate Taxes via Avalara Integration Calculate taxes via integration with Avalara throughout quote-to-revenue with with automated tax compliance, simplifying tax management and ensuring accuracy.

Calculate Taxes via Stripe Tax

Calculate Taxes via Stripe Tax Calculate taxes with Stripe Tax throughout quote-to-revenue with with automated tax compliance, simplifying tax management and ensuring accuracy.

Webhooks

Webhooks Webhooks are a way for different applications or services to communicate with each other in real-time.

Update Nue Integration User for Salesforce Integration

Update Nue Integration User for Salesforce Integration How to update the Nue Integration User.

Nue on Salesforce Layout Configurations

Nue on Salesforce Layout Configurations This article provides instructions on how to configure Nue on Salesforce layouts.

NetSuite Integration v2023

NetSuite Integration v2023 Documentation and instructions for integrating Nue/Salesforce with your NetSuite ERP.

NetSuite Integration Setup

NetSuite Integration Setup Documentation and instructions for integrating Nue/Salesforce with your NetSuite ERP.

NetSuite Connector - Fields Mapping

NetSuite Connector - Fields Mapping This article details the fields mapping between Nue and NetSuite deployed in the NetSuite Connectors.

Streamlined E-Invoicing with Avalara ELR

Streamlined E-Invoicing with Avalara ELR This article walks you through how to configure and process E-Invoicing via Avalara ELR.