Release 2502 - 03/11/2025

scheduled on tuesday, 03/11/2025 this release introduces significant feature enhancements across lifecycle manager, billing, and integrations, including converting free trials to paid subscriptions, managing co term options, and handling invoicing with new ui capabilities it also includes improvements to multi currency operations, transaction hub record management, and multi entity support for netsuite and quickbooks integrations additionally, the release includes an enhanced self service api suite to enable businesses to build customer facing portals and automate revenue lifecycle processes \# # feature enhancements \# # price builder tier level term unit selection for price and discount tags this feature allows businesses to assign specific prices and discounts to different time periods at the tier level the main advantage is the removal of the current restriction where all term units must be the same for all tiers within a tag, providing more flexibility and precision in pricing for example, businesses with annual subscriptions can now apply discount tags for free trials measured in days or months key capabilities granular pricing set different prices and discounts for specific terms at the tier level businesses can offer more tailored pricing based on contract durations, such as 10% from 0 to 5 days, 5% from 5 days to 1 year, and 20% from 1 year to 5 years elimination of decimals removes the need for decimals and rounding issues in term based price and discount tags, ensuring more accurate and straightforward pricing flexible tag application allows any price or discount tag to be applied to any product regardless of their unit of measure (uom), enabling customizable pricing structures across a broader range of products and contract durations user scenarios revops manager can define precise time periods for pricing tiers using different term units for instance, creating a structure that starts with a 14 day trial, transitions to a monthly rate, and then to annual discounts sales representative can generate ramp line items according to new term units and create or edit price tags as required in line editor please refer to price and discount tags docid\ sjqd42uy0lh2ab2xxdioa to learn more about price and discount tags \# # lifecycle manager convert free trial this feature allows customers who are on a free trial (receiving a 100% discount) to seamlessly transition to a paid subscription the conversion is automated through a change order, which updates the subscription terms by applying the appropriate charges from a specified date within the lifecycle manager, users will see a 'convert free trial' change type option if the total amount for the subscription is $0, a 'free trial' label and an 'gift' icon are displayed users can convert the subscription by selecting between a fixed term or an evergreen term based on the associated product's renewal mode the feature applies various validation rules, such as ensuring the provided start date for conversion is within valid limits and blocking changes if the subscription does not qualify as a free trial detailed error messages and validation scenarios help manage subscription changes accurately in api requests, users can set options like 'overridetrialend' to adjust conversion dates or 'cotermtobundlesubscription' to align subscription terms with the parent subscription detailed api documentation is available here https //api docs nue io/#tocs convertfreetrialrequest this feature is crucial for driving revenue and maintaining business success by providing an easy transition from free trial to paid plans, we can capture engaged users and minimize revenue loss due to missed conversions tracking and analyzing the conversion process also provides valuable insights into user behavior, enabling optimization of marketing and sales strategies please refer to convert free trial / /tutorial/lifecycle manager/ convert free trial md for more information system level co term options this feature enables system administrators to set co term options at the organizational level each company has unique practices around subscription co termination, and this new functionality provides flexibility to meet various needs system administrators can configure co term options in the system settings under subscriptions → general the co term options can also be searched within the system settings flexible co term scenarios let users choose co term options users can decide whether to co term and select the appropriate options do not co term prevents the availability of co term options to users always co term with custom date users choose the co term date always co term with furthest end date automatically co terms to the furthest subscription end date from all existing subscriptions within the account this feature aims to enhance user experience by providing configuration options that align with varied co termination practices within organizations please check out co term subscriptions docid\ v0suhdgucr3gw6j3zs1jz to learn more ability to generate renewal quotes and renewal opportunities but do not automatically renew subscriptions this feature provides an option for users to set up automatic generation of renewal quotes and renewal opportunities a specified number of days before the subscription end date, while ensuring that the subscription does not auto renew on the renewal date if this option is enabled, users must manually close/win the opportunities or finalize the quotes into active orders on the renewal date please check out lifecycle manager settings docid\ pp71j9mmdquisyeunij8l for more information grandfathered pricing the "grandfather tiers" feature ensures that the pricing tier applied at the time of purchase is locked in for any future change orders and usage rating, rather than adjusting tiers based on updated quantities or subscription terms this flexibility can be applied on a per subscription basis based on the tag applied to the line please check out price and discount tags docid\ sjqd42uy0lh2ab2xxdioa for more information renew with update quantity when users renew a subscription with an updated quantity, nue has improved the logic to generate a single line with the change type 'renew with quantity update' this enhancement replaces the previous method of creating two separate change lines – one for the renewal and another for the quantity update this results in a more streamlined and efficient user experience \# # everything billing collections ui enhancements write off invoices, unapply credit memos, process payments and refunds we're excited to announce significant enhancements to invoice management in our collections system we’ve added the following new actions invoice lifecycle management invoice write off mark uncollectible invoices and automatically create credit memos to zero out balances credit & debit memo management unapply credit memos remove applied credit memos from invoices individually or in batches payment processing process payments record non electronic payments (check, wire transfer, ach, etc ) against invoices process refunds issue refunds back to the original payment method these enhancements are available on the invoice detail page through action buttons that appear based on invoice status and user permissions visit collections docid\ k90o62so2ysbmoiiqaseu for detailed guides on each function related billing accounts on customer list page this feature enhances the customer list page that gives revops managers visibility into customer billing relationships without leaving the list view key capabilities related billing accounts display revops managers can now see all billing accounts associated with each customer directly from the customer list page hierarchical relationship visibility the parent child relationships between sales accounts and their billing accounts are clearly displayed real time synchronization all billing account relationships from salesforce are now automatically synced to nue this feature eliminates the need to navigate to salesforce for billing relationship information, and also provides a comprehensive view of complex customer billing structures in one place please check out salesforce account vs nue customer docid pl9su1vbmvads6pqv mw to learn more about salesforce account vs nue customer credit memo template this new feature provides our users with the ability to configure, preview, and generate pdf files for credit memos, similar to how they already handle invoice templates key capabilities configure credit memo templates administrators can now navigate to the nue system setting → invoice and see pre built credit memo templates under a dedicated 'credit memo' tab the tab allows users to view, duplicate, edit, set as default, publish, unpublish, and delete credit memo templates two default templates, friendly and classic, are provided, which users can customize as needed preview credit memos revops managers can preview html based credit memos using their organization’s default template directly from the credit memo list page a magic link is generated and stored in the 'credit memo pdf' field upon credit memo activation generate magic links & pdfs via api administrators can generate magic links and pdf files for credit memos using specific template ids through nue api calls for more information about this feature, please refer to generate invoice pdf docid\ nu9wvlcrivfort1oprdef ability to create and manage order form templates for orders administrators can now create and manage order form templates for orders through a dedicated interface in system settings this enhancement provides greater flexibility in handling quote and order documents separately highlights separate tab interface navigate to system settings → quotes and orders → order forms there’s a dedicated tab for orders template management create and customize order form templates specific to order objects for detailed information on creating and managing order form templates, please refer to generate order forms quote pdf docid\ nixygybcel cmwltnykbk enhanced currency validation for multi currency operations in this release, we have improved the handling of multi currency operations, specifically ensures that usage records with inactive currencies are rejected during uploads, preventing erroneous data from being processed invoice synchronization now proceeds smoothly by only syncing invoices with active currencies, even when currency configurations are updated these enhancements strengthen data accuracy, improve system reliability, and streamline billing operations for organizations managing multiple currencies ability to upload transaction hub records users with the manage transaction hub permissions can now seamlessly upload transaction hub records via nue ui feature highlights bulk upload capabilities efficiently upload up to 10,000 records in one go csv template support standardized fields ensure consistent data entry and processing real time status updates receive immediate feedback on the status of your uploads, including success and error counts improved error handling detailed error messages and downloadable error logs help users promptly address any issues this feature significantly streamlines the way users interact with transaction hub records, making the process faster, more intuitive, and highly efficient \# # integrations multi entity support for netsuite and quickbooks this release introduces multi entity integration support for both netsuite and quickbooks this feature aims to facilitate seamless financial management across multiple entities, crucial for companies managing multiple projects or subsidiaries key capabilities create integration instance ability to create a new integration with either netsuite or quickbooks backend validation only one active integration instance is allowed when the payment rule is not enabled edit integration fields automatically populate during editing activate/deactivate activation and deactivation also apply to the corresponding webhook and tray instance popup notifications confirm successful activation or deactivation manage mappings retrieve list fields from netsuite or quickbooks via tray connectivity api delete integration only inactive or draft integrations can be deleted, and deletion affects the corresponding webhook and tray instance supporting multi entity integration is pivotal for organizations managing diversified product lines or geographical offices, thereby saving time and ensuring precise financial reporting for more information, please check out multiple integration instances docid\ hxn9driaoe2yhkljseaqx custom field mapping from order to rightrev this feature provides api endpoints for creating, updating, and deleting field mappings between nue order products and rightrev orders it supports mapping of both standard and custom fields at the order product level how it works create field mappings using the provided apis mapped fields will appear on the right rev order template when order products sync, the values in these fields will automatically be synced to rightrev orders please refer to api documentation here https //api docs nue io/#revenue manager revenue integration settings for detailed instructions avalara avatax integration vat support in this release, nue has integrated vat support within its avatax solution this functionality ensures businesses can manage vat requirements seamlessly, thus enhancing invoicing accuracy and financial reporting feature highlights legal compliance ensure adherence to international vat regulations, reducing the likelihood of penalties and legal risks tax collection and remittance avatax assists businesses in acting as intermediaries, efficiently collecting vat from customers and remitting it to tax authorities international trade facilitates hassle free cross border transactions, preventing issues like double taxation customer trust and transparency clear vat invoicing builds credibility, especially in b2b transactions requiring vat recovery financial reporting and auditing accurate vat tracking aids in proper revenue recognition and simplifies tax audits, minimizing financial discrepancies vat refunds and deductions allows businesses to reclaim vat on eligible expenses, reducing overall costs for more detailed information and implementation guides, refer to calculate taxes with avalara integration docid\ mzr7kziglkphm02k neul \# # nue platform setting order placed date when importing active subscriptions customers can now specify the order placed date for each order when importing active subscriptions this provides greater flexibility and accuracy, ensuring that the date reflects the actual order placed date rather than the date the import was conducted in your import file, include a new column orderplaceddate to specify the date the order was placed make sure the order placed date falls within the subscription period i e , after the subscription start date and before the subscription end date if not provided, the system will default to the current date by aligning the order placed date with the customer's records, this enhancement helps maintain consistency across systems and avoids the need for manual updates post import confirmation required for api key deletion we've improved the security of api key management by adding a confirmation step when deleting api keys what’s changed system administrators must now confirm api key deletions with their password added password verification to prevent accidental or unauthorized deletions clear error messaging for failed password verification \# # self service overview this release introduces a comprehensive self service api suite that enables businesses to build customer facing portals and automate revenue lifecycle processes the apis provide seamless integration with nue's core features while maintaining high performance and security this set of features enables organizations to enable a multi channel revops experience build custom self service portals automate customer onboarding reduce manual intervention in routine operations scale operations efficiently maintain data consistency across systems account and contact management create, fetch, and update customer to accounts and relevant contacts through restful apis supports custom fields on the customer and contact object automatic bidirectional sync with salesforce upon first order activation robust validation and error handling product catalog and pricing snapshot and cache mechanism for high performance access to product and price tag details publish catalog to the cache for self service price books products, including custom fields price book entries price tags order management create, fetch, and manage customer orders programmatically currently supports products and bundles with included product options support for configuring add ons coming soon preview orders as drafts to allow customers to confirm their purchase before activating, including a preview of their next invoice activate draft orders and add additional fields such as po number, po date, and stripe association for the customer while optionally generating and activating orders supports custom fields across orders, order products, and assets generated from an order supports multicurrency orders apply price tags via price tag id’s or price tag codes to orders sync order, order products, subscriptions, assets, and entitlements to salesforce real time order validation and processing asset management retrieve customer asset data, including subscriptions, entitlements, and physical assets comprehensive asset lifecycle management update quantity adjust the number of units update term change the term convertfreetrial convert a free trial ($0 value subscription) to a paid subscription at any point in time renew renew a subscription for a certain term coterm end a subscription at a certain date to match other subscriptions cancel cancel a subscription coming soon reconfigure add or remove add ons from bundles invoice management retrieve customer invoice data embedded stripe payment links to simplify payment dynamic invoice payment status retrieve orders and assets with invoices to show a holistic view to customers enterprise grade security and performance api key based authentication https only communication developer experience documentation comprehensive api documentation ready to use postman collections pre built ui components for rapid development for implementation details, please refer to api documentation (swagger) https //nue self service api vercel app/documentationpostman collection https //documenter getpostman com/view/41484714/2sayqfcus5ui component storybook https //nue self service ui vercel app/ learn more about self service, please check out self service reference guide docid\ goewmdsoxpchsjenz4bss \# # bug fixes \# # lifecycle manager misalignment of start dates on reconfigured quote lines previously, when a user creates a reconfigure change order and adds new lines using the reconfigure button, the start date on the new lines of the quote did not align with the start date on the quote header additionally, when the subscription was reconfigured with a different reconfigure effective date, the start date on the quote header did not propagate correctly to all line items, including the change lines resulted from the reconfigure change we have addressed this issue in this release this fix ensures that the start date on all new lines added during a reconfigure change order accurately aligns with the start date on the quote header now, any changes in the start date on the quote header will be correctly propagated to all line items \# # everything billing product sku/name change issue in raw usage uploads previously, if a product sku or product name was changed, users encountered an error when trying to upload raw usage data the issue has now been resolved with this fix, users can successfully upload raw usage data, regardless of sku or name changes unable to re sync invoices to salesforce in transaction hub we’ve resolved the issue where invoices couldn’t be re sent to salesforce due to the missing ‘send’ button in the transaction hub popup users now can re sync invoices to salesforce whether they have no sync records or their previous sync attempt failed simply by clicking the ‘send’ button \# # integrations avalara e invoicing field mapping issue previously, when editing country mandate field mapping, changing a field mapping from a static value to a mapped field, the system incorrectly mapped to a blank static value instead of the expected field this release fixes the issue