• Using our Webportal, when manually assigning a payment to a document, you can immediately clear a potential open amount and trigger an Opos Decisions. This should speed up the workflow for any smaller under/overpayment situations.
• Pending payments are now visible in the Opos Cases as "prebooked item" to prevent double payment charges and to handle refunds correctly when payments are captured but not settled, thus providing a better overview of the OPOS situation for any given document.
• We are now rounding contract and order line items, allowances, and agreed deposits according to the currency. Previously we only rounded accordingly when the actual document was created. Ensuring line items have the same precision increases consistency.
• Unpooled (metered) Usages can now be cancelled, leading to a credit note if theywere already billed.
• Payment terms can now be configured during order and contract creation. This allows users to overwrite the tenant default configuration for payment terms and allows for more flexibility.
• Billing Groups can now be configured to be split by performance location. While tax location is always mandatory, you might want to split transactions by where they occurred, giving your customers a better overview of invoices.
• To prevent tenant misconfigurations, you can no longer change the name of a billing group region already being used in options for price determination.
• Improved connection consistency for external Tax Providers.
• Improved performance for searches in Opos Cases
• Improved our API doc, removing some empty tags, ordering some endpoints to their correct groups, and more.
• Fixed a bug where document creation failed when a customer's post office box had more than 16 characters.
• Fixed a bug where, during contract creation, adding a new option would reset the quantity of previous options back to 1.
• Fixed a bug where Contract Expired events were still sent out at the original contract end date, even after the contract had its end date moved up.

• We enabled our Order Agreed Deposit feature. Instead of only defining agreed deposits on items, you can also specify them on Order level and let NBX handle the decision on which items the deposits are expected. We will then split them off into the items with the highest VAT first.
• Assigning a Payment to an Order (deposit), where the payment amount is larger than the total order amount, will now work and any overpaid amount will also be assigned to the item with the highest VAT.
• Our API will now respond with a 308 permanent redirect when being requested with an url that ends in a slash ("/").
• When creating an Order we will now also check if there is also a fitting Payment present and will assign it automatically. This will increase the automation success rate for automatic assignments and reduce operations for your AR managers.
• Opos Cases now have explicit debit and credit indicators to avoid confusion by looking at the plus and minus signums (API only).
• Merchant payment accounts can now be configured to create Payment intents on the due date of a document, thus for example charging your customers at a later date.
• Fixed a bug where locations weren't sorted correctly.
• Fixed a bug where "in-between" dates filter did not always appear.
• Fixed a bug where the color of the "plus" and the background color on the "Add" button were the same on the dashboard page.

• Deposit refunds will now be automatically assigned to Orders and Deposit Invoices
• Deposit payments now show up as a single OPOS case entry, instead of one per item. This should make things clearer.
• Using our API when creating line items for contracts, you can now choose if they should be billed with the current billing period or the billing period according to the functional data, for example, the delivery date or the service period. This gives users more control on when their items will be billed.
• Users can now search customers by their vat-id.
• When adding Options to Plans or selecting non-mandatory Options during Contract creation you can now pick multiple Options at once, this should ease operations when handling many Options.
• We fixed several bugs that impeded the consistency of billing in cases of extraordinary termination. Now your end customer should receive their final invoice right after the contract ends, previously line items or usages might be billed at the end of the regular billing period.

• We enabled pricing by region, allowing more detailed pricing configurations. This is especially helpful if you want or need to charge more for remote territories within a country.
• We have added a configuration to turn off automatic clearing in our bookkeeping domain. The intended use is for clients not using NBX as a full sub-ledger, which leads us to be unable to fully clear in any case, leaving an inconsistent state. Document OPOS is unaffected by this change.
• It is now possible to configure multiple vat-ids per operating site. This eases the setup for companies that operate from one country, but are tax-registered in another without having set up a separate operating site for it.

Happy New Year! Here are our first improvements for this year:

• New product categories have been added: Electricity and Electricity resale. This enables items with the respective categories to be treated differently during tax determination, and be booked on different revenue accounts or displayed differently on pdfs.
• Enabled our Webportal to easily configure tax rules that apply to customers with a VAT ID and without.
• Added delayed billing to the plan config feature. Previously, all transactions from a month began to be billed at 00:00 o'clock on the first of a month. Now, you can configure billing to start at a desired time. This is useful for Usages, for example, because you may want to wait a few hours until all usages are transferred to our system, and then be billed together with all other usages of that month, instead of creating additional invoices.
• Added a new configuration to our billing group where you can change which document date will be used. Currently, the document date of all documents created from orders or contracts is the date when we create the document - for example on the 1st of a month when billing the previous month.
  Additionally, you can now change the document date determination in the billing group to "By Billing Period". This will set the document date according to the billing period, in our example above it would be the last day of the previous month.
• Added the option to change the tax rate when editing a Line Item via our Webportal.
• Fixed a bug where some Line Items could only be edited once if not yet billed.
• Fixed a rare bug where termination notifications were sent out twice.
• Fixed a bug where Phase Transitions weren't reset once you deleted a Phase during Plan creation.
• Fixed a bug where updating a price in the confirmation stage of contract individualization didn't refresh the page to show the change accurately immediately.
• Our OAS files now have a version as part of their file name to indicate changes, see here for more information

• We introduced a new config for Document Date determination on the Billing Group Level. Currently, the document date will always be the date when NBX creates the document. The new config allows you to change that to a Document Date according to the Billing Period.
  This solves the problem that some ERP systems require the document date to be the same as the booking period they want to book it in instead of relying on data on item level.
• You can now create Plans with delayed billing. That is: Contracts for those plans will be billed a (configurable) amount of time after the end of the billing period. This allows some time for all transactions (like usages) from the billing period to be transferred to Nitrobox so they can all be easily billed together with subscription elements.
• Now, Options that aren't being used by a Contract can be updated without creating an Option version.
• Fixed a bug where the country Norway was, at times, wrongly translated as "Nein" in the German translations.
• Information
  The next regular scheduled release will be skipped due to the holidays. The next release will be on 2024-10-15.
  We from Nitrobox wish you all happy holidays and a great new year! 🎄

• Added a simplified view for our contract individualization feature that can be toggled on or off. This view only allows price changes to be made to better guide the most used case.
• We restructured our Order view to better show allowances (reductions) and also provide the sum for the entire order volume in one convenient view

• We've released our contract individualization feature. This allows users to easily create a contract based on an existing plan by changing some of its configurations, such as different prices or different billing terms. This will create an individual plan in the background, which you can now see in the Webportal for which quick filters are available.
• We've added new oposCaseUpdated notifications, allowing you to react in real-time when an OPOS case has been updated.

• A user can now provide the information that a document has been- or will be paid via Worldline or Apple Pay. This can be seen on the order or contract page.
• You can now view Line Item Descriptions in our Webportal. Line item descriptions are additional information about the line item. It existed previously in our API but is now available in the Webportal.

• You can now also provide Customers' "tax number" in addition to their VAT ID. This number is required in some jurisdictions for e-invoicing and CTC processes. Examples are the Italian Codice Fiscale or the German Steuernummer.

• Using our Contract API you can now add a new parameter called "slimResponse" that will return a smaller Response body without Line Items, Allowance, etc. Some Use Cases see many thousands of Line Items as part of an Order or Contract, which leads to long loading times when not slimming down the response.
  This "slimResponse" feature will be slowly rolled out to other entities as well, such as customers with many addresses.

• Fixed a bug where the invoice correction process would duplicate the invoice address as the shipping address for the customer if there was no previous shipping address.