The July 2025 release delivers a set of improvements across Nue’s integrations, quoting, billing, and lifecycle operations.

Each improvement is designed to help revenue teams move faster, reduce risk, and give customers more flexibility in how they buy and manage their subscriptions.

This release supports several key themes:

• Smart transaction routing for your accounting integrations
• More flexibility in bundles for self-service customers with the addition of dynamic options
• Reduced manual intervention across quoting and billing workflows
• More transparency and flexibility for finance teams managing credits, invoices, and document generation

Let’s break it down.

Nue’s NetSuite and QuickBooks integrations now support more granular mappings and more flexible downstream syncs. This allows teams to decouple the flow of billing and revenue data.

Setting up the NetSuite integration in Nue.

You can now:

• Map product categories to distinct income, deferred revenue, COGS, and asset accounts
• Separate where different transaction types (invoices, payments, revenue schedules) get posted
• Use Nue’s new payment and revenue status tracking UI to monitor syncs without jumping between systems
• Configure which data gets pushed and when, using new role-based toggles to reduce risk

This enables a more realistic accounting setup for SaaS teams using Stripe or other gateways for collections, as well as teams using NetSuite or QuickBooks for accounting. 

For example, you can collect payments in Stripe and sync the revenue schedule to NetSuite, without syncing the invoice twice, or keep certain payment flows in Nue only while pushing revenue entries to your ERP.

This helps finance teams reduce manual reconciliation and audit prep, especially when they’re managing split ownership of billing and accounting systems.

Dynamic options are now available in self-service bundles, making them easier to build and change. With dynamic options, your customers can self-serve bundle purchases with more flexibility in how the bundle is built.

Creating a dynamic option for a bundle in Nue.

The new dynamic bundle configuration allows teams to define option sets using rule-based logic. For example:

• Include all USD-priced products tagged as add-ons
• Only allow selection of SKUs with a unit price under $500
• Exclude usage-based SKUs from fixed-price bundles

This removes the need to manually curate bundle contents every time the catalog changes. It also reduces the chance of errors when enabling bundles across regions, currencies, or customer segments.

More importantly, bundles can now be reconfigured mid-term via API. If a customer wants to add a product option to an existing bundle, that change can be processed programmatically, without needing manual intervention and without having to cancel the subscription.

For RevOps and product teams, this opens the door to more modular, flexible packaging without increasing overhead. For end customers, it means fewer barriers when customizing and adjusting what they buy. 

A new setting allows you to automatically sync changes made to billing-related fields (like Billing Period and Payment Term) on the quote header to all associated line buckets even after saving the initial quote.

Configuring the override for line buckets.

This eliminates mismatches and billing errors when sales reps update billing details during negotiation, ensuring consistency from quote through to order conversion.

This small improvement can have a big impact on sales, RevOps and customer support teams:

• Dramatically reduces billing errors and manual order corrections caused by misalignment between quote and order
• Saves hours of support and customer success effort each week, especially for high-volume or complex quoting environments
• Supports billing policy enforcement and flexible, exception-based selling, depending on your needs

These quoting improvements are especially helpful when working on large deals with dozens of lines or mixed quote types.

Three updates in this release help with system usability and data quality:

Easier Connection Between Salesforce Orgs and Nue Tenants

You can now connect or reconnect a Nue tenant to a Salesforce org through a dramatically simplified, automated process. We’ve taken the process from many manual, error-prone steps to a few clicks via an intuitive UI. All critical syncs and error handling are built in.

This enhancement reduces admin time and friction from over an hour to just minutes. It also enables rapid, reliable onboarding, testing, and troubleshooting for enterprise customers who need to maintain multiple Salesforce environments and aligned Nue tenants. Finally, it ensures business continuity and data accuracy by handling data merges, sync, and error resolution automatically.

Reset Grid and Editor Layouts

Admins can now reset layouts globally (for example, after a UI rollout), and users can reset their own layouts when a view gets cluttered and difficult to use. This reduces reliance on support for basic UI issues and ensures users can get back to a working layout quickly.

Decimal Precision Control

Teams can now define how many decimal places to allow: by currency, by field, or by unit of measure. This allows for tighter control over how pricing, discounts, and quantities are displayed and calculated. For example:

• Use 0 decimal places for seats
• Allow two to three decimals for metered usage charges
• Set rounding behavior by context

This helps reduce downstream disputes related to rounding errors or inconsistent quoting behavior across currencies.

This release introduces three key upgrades to how billing and lifecycle operations run:

Sync Quote Lines to a Different Opportunity

Sales reps can now move a primary quote from one Opportunity to another while ensuring all quote line items are re-synchronized as Opportunity Products on the new Opportunity. This workflow maintains sales data integrity, supports sales agility, and ensures downstream pipeline, forecasting, and order-generation accuracy.

Out-of-the-Box Editability for Billing Fields in Lifecycle Manager

Previously, editing customer billing details required a custom change order. Now, updates to core billing fields (like payment method, billing contact, collection account) can be done directly in Lifecycle Manager, with full audit trails and no custom configuration.

This is especially useful for onboarding teams and customer support, who can now make high-trust edits without needing help from admins or engineers.

Billing Job Improvements: Batch Size Control + Auto Resume

Billing admins can now adjust batch sizes from 20 to 2,000 records, depending on system needs. This gives teams more control over how billing jobs are processed, balancing speed and load.

In addition, billing jobs will now resume automatically after service restarts. This adds a layer of reliability for larger customers running frequent or high-volume billing cycles.

Two final updates round out this release:

Text-Based PDF Generation

Nue is transitioning away from image-based quotes and invoice PDFs. The new PDFs are text-based, which dramatically reduces file size, improves rendering consistency, and makes it easier to extract content for integrations or audits.

Standalone Credit Memos

Finance teams can now issue credit memos that aren’t tied to a specific invoice. This is useful for issuing goodwill credits, resolving disputes, or applying customer satisfaction adjustments without having to reference a prior charge. These credits also sync back to Salesforce to ensure CRM alignment.

If you're a Nue customer, check out the full release notes here. 

These features could help you drive more revenue. Want to see how? Schedule a demo today.