Nue Billing & Collections

nue billing & collections the nue billing & collections server exposes nue's everything billing https //docs nue io/everything billing and collections https //docs nue io/collections overview capabilities as mcp tools it covers the stage of the revenue lifecycle that begins once an order is activated issuing billing transactions, recording their settlement, and maintaining an accurate view of accounts receivable across every system that holds a copy of them nue draws a deliberate distinction between two classes of transaction, and that distinction shapes the tool set billing transactions — invoices, credit memos, and debit memos — are owned by nue and managed end to end through this server payment transactions — payments and refunds — are executed in the payment system of record, whether that is stripe, quickbooks, netsuite, or another provider nue records their relationship to the underlying billing transactions as payment applications , so the effect of every settlement, application, reversal, and write off on the receivable balance remains auditable from within nue the server also exposes the synchronization operations behind the transaction hub , through which finance teams confirm that each transaction has reached its downstream systems intact and retry those that have not collections is, in the end, the discipline of converting issued invoices into received cash, and it is material to the health of the business rather than a matter of administrative tidiness the work is periodic, high in volume, and unforgiving of small errors, since an error on an invoice is one the customer sees a substantial share of the effort is not judgement but assembly identifying the transactions that match a given description, applying the correct credit to the correct document, pursuing balances that remain outstanding, and confirming that each record has reached the accounting and crm systems that depend on it that assembly work is what an assistant connected to this server is well suited to undertake, with the commercial and accounting decisions remaining with your finance and billing operators a billing manager can ask for every overdue invoice on a named account and have the balances summarised a collections specialist can apply an existing credit memo to the invoices it should offset, and see immediately what remains outstanding an operations lead can set up a recurring billing schedule described in ordinary language — the first monday of each month, say — without translating that into a scheduling expression by hand each of these is a request that would otherwise mean several screens and a good deal of care before you begin the nue billing & collections server is available but not connected by default an administrator enables it from the mcp servers list in your nue tenant connection is made through the nue mcp gateway see connecting to nue mcp docid\ h6afi jeh6817ew0vd13w for the one click, per user sign in flow permissions follow the person or key that connected, so an assistant can only see and change what that user could see and change themselves several of these tools move real money or produce documents a customer will receive activating an invoice, refunding a payment, or writing off a balance are consequential acts we recommend that assistants be asked to describe what they are about to do and wait for confirmation before carrying out anything of that kind what it covers this is the broadest of nue's mcp servers the breadth reflects the reality of billing, where the same document may need to be created, corrected, activated, cancelled, synchronised, and reported on, and where each of those steps is a distinct operation with its own rules because the set is large, the gateway's tool search does meaningful work here an assistant finds the handful of tools relevant to your request rather than reasoning over the whole surface at once tools appear under the billing prefix the sections below group the tools the way a billing team thinks about its own work invoices invoices are the centre of the server these tools cover a document's whole life, from correction and activation through to cancellation, along with the operations that keep invoice records aligned with connected systems activation is the step that makes an invoice real and visible to the customer, and several operations exist in both an immediate and a background form so that large runs do not have to be processed one document at a time tool what it does updateinvoice amends an invoice before it is activated, which is where corrections are made once something has been spotted activateinvoices activates one or more invoices, making them final and available to the customer asyncactivateinvoices activates a large batch of invoices in the background, for month end runs where volume makes an immediate response impractical cancelinvoices cancels one or more invoices that should not have been issued asynccancelinvoices cancels a large batch of invoices in the background deletecanceledinvoices removes invoices that have already been cancelled, for tenants that prefer not to retain them asyncdeletecanceledinvoices removes a large batch of cancelled invoices in the background getpdfbyinvoiceidandtemplateid produces the pdf of an invoice using a chosen template, which is what a customer ultimately receives getcreditmemosbyappliedinvoiceid lists the credit memos that have been applied to a given invoice, so the full picture of what has offset a balance is visible in one place resyncinvoicestopayment re sends invoices to the payment system when the two have fallen out of step syncupdatedinvoiceitem synchronises a single amended invoice line syncupdatedinvoiceitems synchronises several amended invoice lines together syncupdatedinvoiceitemdetail synchronises the detail behind a single invoice line, where that detail is held separately syncupdatedinvoiceitemdetails synchronises the detail behind several invoice lines together fetchinvoices retrieves invoices this tool is retained for compatibility; for customer scoped enquiries the lifecycle manager server offers a more convenient equivalent credit memos credit memos record amounts owed back to a customer, whether from an overcharge, a cancellation, a negotiated concession, or the conversion of unused credit they follow the same shape as invoices — created, amended, activated, and sometimes cancelled — and they carry the additional question of what they have been applied to tool what it does upsertstandalonecreditmemo creates a credit memo that stands on its own rather than arising from a specific invoice, or updates one that already exists updatecreditmemo amends a credit memo before it is activated activatecreditmemos activates one or more credit memos, making the credit real and available to be applied asyncactivatecreditmemos activates a large batch of credit memos in the background cancelcreditmemos cancels one or more credit memos asynccancelcreditmemos cancels a large batch of credit memos in the background deletecanceledcreditmemos removes credit memos that have already been cancelled asyncdeletecanceledcreditmemos removes a large batch of cancelled credit memos in the background creditconverttocreditmemo converts a customer's unused credit into a formal credit memo, so it can be applied against what they owe getinvoicesbycreditmemoappliedid lists the invoices a given credit memo has been applied to getdebitmemosbycreditmemoappliedid lists the debit memos a given credit memo has been applied to syncupdatedcreditmemoitem synchronises a single amended credit memo line syncupdatedcreditmemoitems synchronises several amended credit memo lines together syncupdatedcreditmemoitemdetail synchronises the detail behind a single credit memo line syncupdatedcreditmemoitemdetails synchronises the detail behind several credit memo lines together fetchcreditmemos retrieves credit memos retained for compatibility; the lifecycle manager server offers a customer scoped equivalent fetchcreditmemobyid retrieves a single credit memo retained for compatibility fetchcustomercreditmemos retrieves a customer's credit memos retained for compatibility fetchcustomercreditmemobyid retrieves one of a customer's credit memos retained for compatibility debit memos debit memos record additional amounts a customer owes beyond what has already been invoiced, and are the natural counterpart to credit memos tool what it does createdebitmemo raises a new debit memo against a customer updatedebitmemo amends a debit memo before it is activated activatedebitmemos activates one or more debit memos, making the additional charge final canceldebitmemos cancels one or more debit memos payments and payment rules payment rules describe how and when payment should be taken setting them up well is what turns collection from a manual chase into something that largely runs itself, and these tools cover their whole life, including the ability to copy an existing rule as the starting point for a new one tool what it does createpaymentrule creates a new payment rule describing how payment should be collected modifypaymentrule amends an existing payment rule as terms or practice change duplicatepaymentrule copies an existing rule, which is the quickest way to create a variant without rebuilding it from scratch activatepaymentrules brings one or more payment rules into effect deactivatepaymentrules takes one or more payment rules out of effect while retaining them for future use deletepaymentrules removes payment rules permanently processpaymentrules runs the payment rules, which is the step that actually collects against the invoices they cover billing schedules a billing schedule determines when billing runs happen and which customers and products they cover describing a schedule in ordinary language — the first monday of the month at two in the morning — is exactly the kind of translation an assistant handles well, and the server accepts the resulting definition directly tool what it does createbillingschedule creates a billing schedule, including how often it should run and which customers and products fall within it updatebillingschedule amends an existing billing schedule as billing practice changes duplicatebillingschedule copies an existing schedule as the basis for a new one activatebillingschedules brings one or more billing schedules into effect, so they begin running cancelbillingschedules stops one or more billing schedules from running deletebillingschedule removes a billing schedule permanently downloadfile retrieves the output file a billing run produced, for review or for passing to another system collections collections is the work of turning issued invoices into received money, and of resolving the cases where that does not happen cleanly these are the most consequential tools on the server, because each one moves money or forgives it tool what it does payinvoices records or takes payment against one or more invoices applycreditmemotoinvoices applies an existing credit memo to the invoices it should offset, reducing what the customer owes unapplycreditmemo reverses the application of a credit memo, returning the credit to the customer's balance and restoring the invoice refundinvoice refunds an invoice that has been paid cancelpayments cancels payments that were recorded in error writeoffinvoices writes off invoice balances that will not be collected, which is how uncollectable debt is formally recognised keeping salesforce in step for tenants running nue on salesforce, billing documents need to appear in the crm as well these tools drive that synchronisation and let an assistant confirm it has completed, which matters when a sales team is about to have a conversation informed by what they see in salesforce tool what it does createsyncjob starts a synchronisation job to bring nue records into salesforce createbatchsyncjobforinvoicestosalesforce starts a batch synchronisation of invoices into salesforce, for volumes that warrant batching createsyncordersjob starts a synchronisation of orders into salesforce findsyncjobbyid reports the status of a synchronisation job getinvoicessyncjobstatus reports specifically on the progress of an invoice synchronisation getfieldssyncjobstatus reports on the progress of a field synchronisation resyncinvoicetocrm re sends a single invoice to the crm when it did not arrive correctly the first time resynccreditmemotocrm re sends a single credit memo to the crm synccustomertocrm synchronises a customer record to the crm synccredittypesandpools synchronises credit types and credit pools, keeping the credit configuration consistent across both systems orders and customer facing links a small number of tools sit at the boundary between billing and the order it came from, or between billing and the customer who receives it tool what it does invoicespreview shows what a customer would be invoiced for a given order before anything is committed, which is how a billing question is answered ahead of time rather than explained afterwards patchorderproducts amends order product records where billing requires a correction at source patchsubscriptions amends subscription records where billing requires a correction at source getmagiclink produces a secure link a customer can use to view and act on their billing documents without needing an account getmagiclinkwithtemplate produces the same kind of secure link using a specific template, where the presentation matters findasyncjobbyid reports the status of a background job, so an assistant can follow a long running operation to its conclusion stripe integration for tenants collecting through stripe, the server also covers the configuration that keeps the two systems describing the same thing in the same way field mapping is the substance of this deciding which nue field corresponds to which stripe field, so information arrives where it is expected tool what it does listmetadatamappings lists the field mappings currently in place between nue and stripe createmetadatamappings creates new field mappings between nue and stripe listsourceobjects lists the nue objects available to map from getsourceobjectfields lists the fields available on a chosen nue object listtargetobjects lists the stripe objects available to map to gettargetobjectfields lists the fields available on a chosen stripe object updateinvoicenumbertype sets how invoice numbers are formed for the stripe integration, so numbering stays consistent across both systems typical requests "show me every overdue invoice for this account and tell me what the total outstanding balance is " "apply the credit memo we raised last week to that customer's open invoices and tell me what is still owed " "set up a billing schedule that runs on the first monday of each month at two in the morning " "activate the draft invoices from last night's run, but list them for me first so i can check them " "this invoice was raised in error — cancel it and confirm nothing has already been paid against it " "did last night's invoice synchronisation to salesforce finish, and did anything fail?" "produce a secure link so this customer can view their latest invoice " working alongside the other servers billing questions rarely stop at the billing system the nue mcp gateway federates every server behind one connection, so an assistant can follow a question wherever it leads without being reconnected in practice this means a query that begins with an unpaid invoice can move to the subscription that produced it through the nue lifecycle manager docid\ cf8cbhygypd3ozg7ym2gy server, and from there to the pricing that governs it through nue price builder docid\ vmvbd0nkai8uvh0rkvyls where an enquiry is simply about what a named customer owes, the lifecycle manager server already provides convenient customer scoped views of invoices and credit memos, and is often the shorter path related nue mcp servers overview docid\ hoezwahqtpnythyko9bif — how the gateway works and which servers are available connecting to nue mcp docid\ h6afi jeh6817ew0vd13w — how to connect from chatgpt, claude, cursor, and other clients nue admin docid wraw4p lcnd4ufxuv8nw — system settings, data import and export, and webhook endpoints nue lifecycle manager docid\ cf8cbhygypd3ozg7ym2gy — opportunities, quotes, orders, and subscriptions nue price builder docid\ vmvbd0nkai8uvh0rkvyls — products, pricing rules, bundles, and pricing plugins