Release 2504.1 - 07/01/2025

scheduled for tuesday, 07/01/2025 this release introduces several enhancements across lifecycle manager, billing, developer experience, and integrations key updates include enhancements to upgrade, downgrade & swap, allowing the ability to add price tags to upgrade product relationships, improved ach payment capabilities with instant bank verification and reduced failures via stripe financial connections, alongside subscription level autocharge for recurring invoices this release also brings the ability to issue credit memos directly to invoices and new api functionalities for custom fields on raw usage and co termination of order products upgrade notes new fields need to be updated on custom permission sets all customers using custom permission sets custom permission sets on salesforce should update new field permissions as follows navigate to permission sets within setup find the custom permission set assigned to users & click on object settings choose the object & corresponding fields as mentioned below update the field permission for ruby changeproductreferenceitem c field on the quotelineitem object to have read & edit access update the field permission for ruby changeproductreferenceitem c field on the orderproduct object to have read & edit access new default page layout for order all customers using the nue order layout v2111 6 have been upgraded to the nue order layout v2504 1 if you currently use a custom layout and want to use the upgraded layout offered then follow these steps navigate to object manager within setup find the order object in the search & click on the page layouts option on the left hand menu go to page layout assignment & switch the system admin to nue order layout v2504 1 login to nue app , and click settings search for "layout settings" to navigate to the quotes and orders settings page in the layout settings section, click on 'refresh' feature enhancements lifecycle manager apply price tags during product upgrades we're introducing the ability to configure a price tag on an upgrade product relationship which would automatically be applied to the upgraded product in the line editor when checking out upgrade changes for corresponding base product this enables systems admins or revops admins to build in custom pricing for upgrades based on business goals simple definition this is like a regular price tag & could either be a simple (% or flat amount) discount, volume based tiered tag or ramped tag applied by default this price tag would be applied on the line editor by default whenever the corresponding eligible base product(s) are upgraded to the corresponding eligible target product(s) of the given upgrade product relationship editable during quoting this price tag could be deleted or edited by a sales rep while finalizing upgrade changes on the salesforce side for more details, please refer here edit upgrade, downgrade & swap changes from within the line editor we now allow users to edit upgrade, downgrade & swap changes from within the line editor, ensuring flexibility during such complex change orders previously, a user's upgrade, downgrade or swap changes were uneditable in the quote or order editor we want to help prevent & minimize errors around these new capabilities to change products without cancelling subscription a sales rep can click on the pen icon & edit their upgrade, downgrade or swap target product & uom based on eligibility determined via product relationships track updates to product, quantity & uom on the subscription card users can now track changes to subscriptions via change orders in real time on the subscription card inside nue's lifecycle manager new fields brand new metrics such as today's product name, today's uom & today's quantity have been added to the subscription card on the lifecycle manager real time updates these metrics are updated in real time on change order activation making it especially powerful in tracking product and uom changes introduced via upgrade, downgrade & swap capabilites current state these metrics indicate the current state of the subscription & would do so even if change orders have been scheduled for a future date, making it easy for sales reps to keep track of any complex change orders they may have to do for more details, please refer tracking subscription metrics on lifecycle manager automatic locking & unlocking of grandfather tiers in change orders we are introducing a ui plugin interface which enables automatic unlocking of a grandfather tiered price tag , price tier reclaculation & followed by locking of the same the above mechanism happens first when a sales rep checks out a change order into a quote or order on nue on sf once in the change quote/order, any changes within the line editor would also trigger the plug in to initiate automatic unlocking of grandfather tier, tiers recalculation & locking in of the new tiers for more details, please refer auto unlock & lock grandfather tier ui plugin docid 8weoskvsbvzxz6p7pf6ix dynamically filter price tags based on quote id and order id using price tag search plugin with this enhancement to the price tag search plugin, dynamic filtering based on the associated quote or order is supported, improving flexibility for custom pricing scenarios this essentially enables searching & filtering through price tags based on a specific quote or order context for more details refer here updated default order page layout we have introduced a brand new nue order layout v2504 1 nue order layout v2504 1 we recommend our customers to use this layout as superfluous fields like contract id are removed from the nue order form any custom changes made to this new layout would automatically sync to the nue order form everything billing enable ach payments with nue payment links using stripe financial connections we're introducing improved ach payment capabilities through stripe financial connections this update streamlines the payment process for us bank accounts and reduces payment failures feature highlights instant bank account verification we now leverage stripe financial connections for instant and secure bank account verification, replacing the previous microdeposit method this means a faster and more user friendly experience for your customers reduced insufficient funds failures by integrating with financial connections, we can now access "available" balance data payments will only be processed if the available balance is sufficient to cover the transaction, significantly reducing failures due to insufficient funds enhanced error handling for unsupported institutions if a customer attempts to pay with a bank that doesn't support financial connections balance data, a clear error message will be displayed, guiding them to use a supported institution mandate authorization for ach payments customers are now required to approve a mandate to authorize one time and recurring ach payments, ensuring clarity and compliance dynamic "pay now" button color the "pay now" button text will now automatically adjust its color to match the invoice pdf, providing a more consistent visual experience important notes ach is a reusable, delayed notification payment method it can still take up to 4 business days to receive acknowledgment of success or failure in rare cases where balance data is unavailable (typically with smaller financial institutions), the system will revert to previous handling methods for these cases, we will listen for "charge dispute created" events to automatically unpay related invoices and note the dispute reason (e g , insufficient funds, incorrect account details, bank cannot process) stripe charges a failure fee in these situations currently supported financial institutions for balance checks include chase, bank of america, wells fargo, capital one, navy federal credit union, us bank, pnc bank, usaa bank, td bank, and truist for more information about this feature, please refer to collect payments via nue payment links autocharge at the subscription level with nue payment links this feature enhances the automatic payment process for recurring invoices, allowing for more flexible and intelligent auto charging based on subscription level payment methods and improved handling of negative invoice items it also introduces a new notification system for failed subscription payments key enhancements enhanced automatic payment processing subscription level autocharge when invoices are generated for subscriptions with "automatically pay invoices" selected, the system will now automatically charge the payment method on file for each individual subscription item within the invoice support for multiple payment methods on a single invoice if an invoice contains multiple subscription items, and each subscription has a different default auto charge payment method (e g , credit card and ach), the system will process payments using the respective methods for each item automatic payment application for negative items negative invoice items (e g , from quantity reductions) will be automatically applied to positive items within the same invoice if negative items belong to a separate subscription, they will be applied to positive items from smallest to largest amount if remaining positive items have default payment methods, they will be auto charged otherwise, payment links will be sent via email failed payment notifications subscription level failed payment notification end user customers will now receive an email notification (using the `subscriptionfailedpaymenttemplate`) if an automatic payment for a subscription item fails to enable this notification, please navigate to `settings` > `stripe integration` and enable the "send subscription level failed payment notification to customer's contact" option the email is triggered when the invoice item payment status changes to "error" manual payment option the email notification will provide a link to allow customers to manually pay for the subscription api enhancements rest api for invoice item payments integration developers can now pay nue invoice items using a new rest api endpoint post https //api nue io/v1/billing/invoices\ pay for detailed instructions on this api, please check out the api documentation api documentation please refer to collect payments via nue payment links for more information about this feature add custom text fields when uploading raw usage developers can now create and manage custom text fields on the raw usage object directly through the nue metadata api key capabilities include create custom text fields and delete custom fields we only support creating the ‘text’ type custom field for now, and will support other types in the future newly created fields will be queryable via graphql updating a field is currently not supported; users can delete and recreate a field with the same api name to modify it after creating a custom field on the raw usage object, users can include this field in their csv files when uploading raw usage data, populating it with their desired values please refer to manage custom fields in raw usage for more information about the nue metadata api issue credit memos to invoices revops managers can now directly issue credit memos to existing invoices this feature streamlines the process of adjusting amounts owed by customers due to returns, allowances, or invoice errors credit memos can be created from both the invoice list page and the invoice detail page when issuing a credit memo against an invoice, relevant invoice details will be displayed and the credit memo items can be generated from the invoice items by default the credit memo can then be activated and automatically applied to the invoice, reducing the invoice balance map custom invoice fields to stripe metadata via api nue now enables mapping of custom invoice level fields to stripe invoice metadata fields directly through the api, streamlining integration setup for workflows involving stripe and netsuite (via suite sync) when an invoice is created, billed, or activated, the configured custom field value is automatically transferred to the designated stripe metadata field, ensuring metadata synchronization throughout invoice lifecycle events (both pre and post collection) this feature eliminates previous api mapping errors, reduces manual interventions, and allows automated transfer of business critical metadata, supporting downstream processing and automations for details, please consult the api documentation create metadata mappings developer experience co term to existing assets for new orders nue now supports co termination of order products with existing assets through the order creation api, enabling streamlined subscription lifecycle management and alignment across related products and services when creating new orders, developers can specify a cotermasset field at both the order product level and add on level to automatically align the new subscription's end date with an existing asset's subscription end date this eliminates the need to manually specify subscriptionterm as the system automatically calculates the appropriate term duration based on the referenced asset's end date this feature provides enhanced subscription management capabilities by ensuring related products and services maintain synchronized billing cycles, reducing administrative overhead and improving customer experience through aligned renewal dates retrieve contacts when fetching customers nue now supports retrieving associated contact information directly through the customer endpoint using the includes=contacts query parameter, eliminating the need for separate api calls to fetch customer and contact data when querying customers, developers can now append ?includes=contacts to the get /customers endpoint to receive a comprehensive response that includes all contacts associated with the specified customer account this enhancement streamlines data retrieval workflows by consolidating related customer and contact information into a single api call integrations sync credit memos whose source is credit conversion to quickbooks this feature enables the seamless application of credit memos classified as "credit conversion" to quickbooks online (qbo) unused credits that are converted for use as a one time credit memo (source credit conversion) will now sync to quickbooks for application platform webhook security enhancement this feature adds support for custom authorization headers in webhook configurations you can now set a custom token in the authorization field when creating webhook endpoints, which will be included as a nue secret token header in all webhook requests this enhancement allows your webhook endpoints to verify the authenticity of incoming events from nue, providing an additional layer of security for your integrations bug fixes lifecycle manager be able to co term usage products when they are added to a quote previously, when adding usage products to a quote, the co term feature was not prompted, even if the account had existing subscriptions with this fix, customers will now be asked if they want to co term when adding usage products to a quote, ensuring that all applicable products are correctly handled be able to reconfigure bundle during active subscription term even if a previously selected add on subscription has already ended previously, users were faced with an error preventing them from reconfiguring a bundle during its active subscription term, due to an add on (of the same bundle) subscription which had ended early this is however, a valid use case as sometimes add ons maybe configured for a subset of the subscription term of the bundle & there may be a need to add more add ons around the mid point of this term with this fix, the above scenario is now possible reconfiguring a bundle is now decoupled from the subscription duration of its child add on subscription everything billing be able to patch description field when patching order products previously, the patch api used for updating order product fields after activation did not allow customers to update the 'description' field this limitation meant that users were unable to modify or correct the description for order products once an order had been activated, which could result in incomplete or outdated product information with this update, the patch api now supports updating the 'description' field on order product objects even after order activation this improvement empowers users to keep product details accurate and up to date, reducing potential confusion or miscommunication in post order processes