This guide walks you through the key settings available in Orb, covering invoicing, email notifications, integrations, and more. Understanding these settings will help you customize your workflows and manage customer interactions efficiently.

Invoice Settings

• Company Details: Include your company name, address, and other relevant details. These will be displayed on your invoices.

• Emails:

  • Set the reply-to email address that customers will use to respond to invoice notifications.

  • Enable email notifications to inform customers when invoices are issued, paid, or when payments fail.

    • Note: Email notifications do not trigger in test mode, but they do in live mode.

• Invoice Formatting:

  • Add your logo to invoices.

  • Set invoice numbering to either a global sequence or a customer-specific sequence.

  • Include a default memo and a footer to be displayed on all invoices.

• Invoice Control:

  • Decide whether invoices should be issued automatically (e.g., after the usage grace period) or manually.

    • Manual Issue: You will need to manually review each invoice before issuance.

    • Auto-Issue: Orb will automatically issue the invoices.

• Failed Payment (Dunning):

  • Configure a dunning schedule to retry failed payments at specific intervals (e.g., after 1, 4, or 9 days).

• Invoice Portal:

  • This is a customer-facing portal where your clients can view their usage, invoices (paid or in draft), and other account details.

  • Option to hide voided invoices from the portal.

• Invoice Display:

  • You can enable “Hide Zero Quantity Line Items” to simplify the invoice display when there are multiple line items priced at $0. This can be helpful if your plans include many products, but some items have not been used yet.

Pricing Units

• Currencies: Define the currencies available for your plans and custom pricing units.

• Custom Pricing Units: These are used to create credit-based pricing systems, as covered in a separate guide.

Coupons

• Coupons: Create reusable discounts that can be applied during subscription creation or plan changes via the API.

Items

• Sellable Entities: Define items that represent your products or services. These are used across different pricing models, line items, and billable metrics.

Connections

• Payment and Accounting Providers: Orb integrates with several external systems to manage payments, invoicing, and accounting.

  • Stripe: Payment processing

  • Quickbooks, Billdotcom, Stripe: Invoicing

• Tax Providers: If you need to apply taxes to your invoices, Orb integrates with:

  • TaxJar

  • Avalara Avatax

  • Anrok

  • Note: Once a tax provider is connected, it will automatically apply taxes to invoices upon issuance.

• Accounting Sync: If using QuickBooks or NetSuite, Orb will automatically sync invoices, payments, and credit notes with your chosen provider.

User Management

• Invite Users: Manage user access by inviting team members and assigning roles, such as admins.

Security

• Logging and Security: Available in live mode, this setting allows you to control security logs and monitor user activities.

These settings give you the flexibility to tailor Orb to fit your company’s invoicing, payment, and customer interaction needs. By understanding and configuring these options, you can streamline your workflows and improve customer communication.