Release 2503 - 04/17/2025

scheduled for thursday, 04/17/2025 this release introduces collect payments via nue payment links docid 9 rcffm0h ptxhwub01u for invoice payments via stripe, and enables price uplifts on subscription renewals this release also enhances the renewal process with separate orders per subscription and improved opportunity association additionally, it includes updates to the dynamic quote template, invoice and credit memo template, and the auto publishing of products feature enhancements lifecycle manager price uplift on renewal this release introduces a flexible renew subscriptions docid\ uxpe laxwqsxfqsp5oejc capability that allows teams to apply one or more discount tags with quantity based tiered pricing to selected subscriptions at the time of renewal admins can configure targeted uplift strategies by selecting specific subscriptions based on attributes like product, customer segment, region, or contract terms this enhancement makes it easy to standardize renewal pricing policies, apply strategic uplifts, and drive revenue expansion — all while maintaining full control and transparency across your renewal workflows renewal enhancements this release includes key enhancements to the renewal process, providing greater control and flexibility for revops and finance users key enhancements include renew subscriptions docid\ uxpe laxwqsxfqsp5oejc a new system setting, "generate one quote or order for each top level subscription upon renewal," has been introduced under settings → renewals → automated renewals renew subscriptions docid\ uxpe laxwqsxfqsp5oejc a new field, "renewal opportunity," has been added to the subscription object this allows revops users to link a subscription to a specific renewal opportunity upon creation during auto renewal, the generated renewal quote will be associated with this pre selected opportunity, streamlining the renewal process and improving pipeline visibility renew subscriptions docid\ uxpe laxwqsxfqsp5oejc two new settings have been added to provide control over finalizing auto generated renewal quotes new toggle to view current vs full account hierarchy in lifecycle manager managing large accounts with multiple child entities can be challenging when trying to isolate relevant transaction data in this release, we’ve added a toggle in the lifecycle manager that lets users switch between viewing only the current account’s transactions or all transactions across the entire account hierarchy—including orders, subscriptions, assets, invoices, credits, and more by default, the view is scoped to the current account to reduce noise and help users focus however, revops teams and account managers can now easily toggle to see a complete picture across parent and child accounts, making it easier to support complex customers and streamline account management enhanced control over price and discount handling during subscription changes previously, when the “use net sales price upon renewal” option was enabled, the system carried forward only the final net sales price from the previous term during subscription renewals or changes ignoring any underlying price or discount tags with this enhancement, admins can now choose to preserve and reapply the original price and discount tags when processing subscription renewals, upsells, or cross sells additionally, there is an option to carry forward discretionary discounts from the original term this provides more flexibility and consistency in pricing strategies across subscription lifecycle events everything billing nue payment links ability to pay invoices via stripe nue payment link generation a unique payment link is generated upon invoice activation, containing the invoice document and a pay now action pre built invoice email template a new template, “invoicepaymentlinkemailtemplate,” is now available for admin users to use when configuring invoice email notifications payment processing supports both automatic payment collection (if a default payment method is on file) and manual payment via the nue payment link payment confirmation sends payment receipts to customers upon successful payments and error notifications for failed payments finance ops actions finance ops users can resend payment links and payment receipts nue collections nue payment link is integrated into some of the key nue collections features, including payment and refund processing, credit memo application / application, etc display payment method in the lifecycle manager a new tab “payment methods” will be available in the lifecycle manager in salesforce to display the payment methods of the customer important notes ach payments are not supported in this release; only credit card payments are allowed refer to the documentation here docid\ vhqkyfgibkgfdf3yagrzz for detailed setup and instructions template builder enhancements this release introduces significant enhancements to the template builder, allowing users greater flexibility and customization capabilities key improvements adding top level components such as sections, text, related lists (invoice items and usage), and page breaks adding text, field, and image components within existing columns enhance first invoice generation for orders with mixed billing schedules previously, when the setting “automatically generate the first invoice when an order is activated” is enabled, the system would generate the first invoice using the earliest next billing date across all order products as the billing target date this could result in some order products especially those with future billing start dates—not being included in the first invoice with this enhancement, a new system level option “ bill the first billing period for all order products ” ensures that each order product is billed individually based on its own next billing date, even if they differ this provides more accurate and complete invoicing for orders with mixed billing schedules (e g , monthly and annual products), helping reduce missed billings and improve revenue accuracy improved billing schedule status reporting in this release, we’ve expanded billing schedule statuses to include “completed with error” and “error”, ensuring the latest billing job status is accurately reflected this improves the user experience by providing a clear and immediate indication of the billing job status without any extra steps required note this enhancement applies only to newly run billing schedules, and there will be no status updates for previously completed billing schedules transaction hub status on customer list page revops managers can now view the transaction hub status directly on the customer list page this enhancement provides immediate insight into the synchronization status of customer data between nue and external systems, such as salesforce functionality activated icon customer data has been successfully synced to/from salesforce clickable icon for customers not synced to salesforce, users can manually re sync by clicking the icon (similar to invoice transaction hub behavior) a new "transaction hub" column has been added to the customer list page a salesforce icon in the transaction hub column indicates the synchronization status key benefits improved visibility easily monitor the transaction status of customer data without navigating to separate pages enhanced workflow quickly identify customers that have been successfully synced or require manual re syncing efficient troubleshooting identify and address synchronization issues promptly developer experience auto publish products on save admins have the option to enable or disable this feature via a setting ("ss auto republish on product save" key in /order/settings endpoint), which defaults to false publishing and modification dates are displayed for tracking purposes, regardless of publish status key benefits ensures consistency between product configurations and self service channels reduces the risk of outdated information being presented to customers eliminates the need for manual republishing, saving time and reducing errors provides visibility into publishing and modification dates for better tracking and troubleshooting integrations multi company vat support multiple vat companies support for multiple avatax companies, allowing for distinct vat configurations for different countries default company a default company (marked as isdefault = true) will be used for tax calculations when no specific vat company is selected for a transaction vat company selection sales reps can select a vat company when creating accounts, quotes, or orders vat company inheritance quotes and orders inherit the vat company from the associated account if the account's vat company is null, a dynamic search for a vat company is available vat company on order products the vat company of the quote or order defaults to the vat company of each quote line item or order product vat company on invoices taxes for each invoice item detail are calculated using the vat company of the associated order product new field a new text field, `vatcompany` (api name vatcompany, salesforce field name ruby vatcompany c), has been added to account, order, order product, quote, quote line item, subscription, asset, entitlement, and invoice objects to store the avalara vat company api endpoint new api endpoint https //{{endpoint}}/tax/integrations/companies?type=avalara to retrieve the list of companies billing grouping attribute vat company code is available as a custom billing grouping attribute for billing assets user scenarios admin user admins can create, test, and activate avalara integrations without selecting a company the default company will be used for calculations sales rep sales reps can create accounts, quotes, or orders with a specific vat company selected finance ops finance ops can see that taxes on invoices are calculated using the vat company of the associated order product bug fixes lifecycle manager reset quantity of bundle to 0 leads to issue updating "actual quantity" previously, when resetting the quantity of a bundle to 0, the "actual quantity" of the usage add on product was not updated correctly instead, it remained 0 even after changing the bundle quantity back to a non zero value this caused inconsistencies and incorrect reporting of quantities this issue has now been fixed in this release reverting a child to original and then grandfathering again causes the tag to disappear in this release we have resolved an issue with the discount tag disappearing when reverting a child product to its original tier and then attempting to apply the grandfather tier again customers can now smoothly revert child products to their original tier and reapply the grandfather tier without losing the discount tag everything billing credit memo activation failure previously, during the activation of credit memos, users encountered a graphql error related to einvoicing mandates this issue occurred regardless of whether the einvoice mandates were turned on or off in this release our team has addressed the root cause by ensuring the graphql filter parsing includes the necessary try catch handling, thus avoiding failed activations due to double quotation mark errors additionally, the country mandate filters have been revised for improved processing reliability integrations creditmemo object mapping resolution in avalara einvoicing previously, when setting a field mapping to the creditmemo object, the credit memo failed to be processed for e invoicing without displaying an error message as a result, customers were unable to successfully process credit memos, leading to potential delays and confusion in invoicing this bug fix ensures that credit memos are properly processed and any errors are displayed, providing transparency and enabling customers to resolve issues promptly