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Billing for Advantage Platform

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Conga Product Documentation

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Billing for Advantage Platform

Custom Plans

Direct Term-based Custom Plan

You can create direct term-based custom plans without using a plan template. You can create this plan for a line item(s) or order line item(s) (OLIs), containing one-time or recurring products.

You can define this plan with or without any period range for the plan line items. If the Periods Needed is set to True, the Start Date of the subsequent installments cannot be before the start of the previous installments and the Ready for Invoice Date must be in the range of Period Start Date and Period End Date.

If a line item or an order line item already has a custom plan ID (from the previous creation), then the user can click Edit to update the custom plan and its line items.
Note: The direct custom plans are created in Active status.

Parameters for Plan Header

Enter the following parameters for the plan header of every set of OLIs or Line Items:

ParameterValue
NameName of the custom plan, for example, My_Custom_Plan_1
Use Plan Template (Required if you create a custom plan using API)False
Plan Template ID (Required if you create a custom plan using API)ID of the plan template. For direct custom plans leave it blank.
Plan TypeMilestone or Term Based
Periods NeededTrue or False
Number of InstallmentsSpecify the number of payment installments, for example, 3
Based OnPercentage or Amount
Computation MethodCustom or Even Distribution
DescriptionDescribe the custom plan (optional)
LineItemIds or OrderLineItemIds (Required if you create a custom plan using API)Set of LineItem(s) or OrderLineItem(s) IDs
Billing Amount CriterionIndicates whether to bill based on the delta revenue or the revenue indicated in the net price. It has two values -
  • Bill the Net Price.

The default value is Bill the Net Price.

If you chose to bill the net price, the billing logic is invoked to calculate the net price. This net price is used to calculate the installment amounts per the new custom plan. The billing records generated during the new sale, if outside the amendment, remain untouched. The billing records falling inside the amendment period:

  • If Invoiced, are refunded.
  • If Pending Billing, they are either canceled or Superseded per the setting Superseding the Schedules during Asset Management.

Parameters or Rules for Plan Line Items

Enter the following parameters for every line item of the plan:
Note: Parameters for the plan line items are subjected to the rule Periods Needed = True or False. This is elaborated in the table below.
ParametersRule, Periods Needed = FalseRule, Periods Needed = True
Period Start Date(Optional) Billing period start date. Auto-populates the ready-for-invoice date if left blank.You must enter a date which is before, during or after the contract date. The start date of subsequent installments cannot be before the start of the previous installment. It can be on the same date as the previous installment or after.
Period End DateRequired only if you have entered the period start date. The value must be greater than or equal to the period start date. If left blank, the API auto-populates it to the max value from the Ready for Invoice Date or Period Start Date.The date must be in the range of Period Start Date and Ready for Invoice Date.
Ready for Invoice Date
Note: Only for Tem Based custom plans
Date when the customer will be invoiced.Ready for Invoice Date per line item is greater than or equal to the Period Start Date of that installment and equal to or higher than the Ready for Invoice Date of the previous installment.
Milestone Expected Date
Note: Only for Milestone custom plans
Date when the milestone is expected to be completed.

There are no restrictions on billing dates relative to the contract start and end dates. Installments can be scheduled within or outside the contract period.

Installment expected dates must be configured in ascending chronological order. From the second installment onwards, the expected date of each installment must be equal to or later than the expected date of the preceding installment.

Date when the milestone is expected to be completed.

Period Start Date: The period start date of each installment must be equal to or later than the period start date of the immediately preceding installment. Period start dates must follow a strictly ascending chronological order across all installments in the schedule.

Expected Date: From the second installment onwards, the expected date of each installment must be equal to or later than the expected date of the immediately preceding installment. Expected dates must also follow a strictly ascending chronological order across all installments in the schedule.

Payment TermThe payment term associated with the plan line.
PercentageThe percentage of each installment. The sum of percentages of all the installments must be equal to 100. To increase the precision of the forecasted amounts, you must mention eight digits of decimal precision wherever applicable (e.g., 33.33333333, 7.14285714, etc.).
CommentsWrite your comments (optional).

There is a new sale of a recurring product with TCV (Sales) of USD 10,000.00 and monthly billing frequency. The requirement is to bill the customer in three installments. You created a term based custom plan with three line items containing 40.33333333%, 25.33333333%, and 34.33333334%. You entered the following parameters for the plan header:

NamePlan TypePeriods NeededNo. of InstallmentsBased OnComputation MethodDescription
My_Custom_Plan_1Term -basedFalse3PercentageCustomCustom Plan for ABC Company

Because there are three installments, you must provide the line item details for three plan lines. If you have enabled the Fee Amount Rounding Schedule setting at the Billing Setting level, the engine auto-computes the first or last value in the percent field. This is elaborated in Rounding the Values and Auto-Computation.

Period Start DatePeriod End DateReady for Invoice DatePercentPayment TermComments
01-January-202520-January-202520-January-202540.33333333NET 30Comment 1
21-January-202515-March-202515-March-202525.33333333NET 60Comment 2
16-March-202525-July-202525-July-202534.33333334NET 90Comment 3
Note: When a direct custom plan is created for a line item, the custom plan ID is populated on the line item record.

When you initiate the billing, the billing header, three billing schedule records (BSRs), and three billing schedule details are created. The billing header contains the custom plan information.

NameCurrent OLIBilling FrequencyBilling Start DateBilling End DateTCV (Sales)Custom PlanBillable Amount for Current OLIStatus
BH-1OLI-1Monthly01-January-202531-December-2025USD 10,000.00Custom plan IDUSD 10,000.00Active

The BSRs are:

NamePeriod Start DatePeriod End DateReady for Invoice DateActual Fee AmountInvoice Status
BSR-101-January-202520-January-202520-January-2025USD 4,033.33Pending Billing
BSR-221-January-202515-March-202515-March-2025USD 2,533.33Pending Billing
BSR-316-March-202525-July-202525-July-2025USD 3,433.34Pending Billing

The BSDs are:

NameRecord TypePeriod Start DatePeriod End DateReady for Invoice DateActual Fee AmountDerived Invoice StatusDescription
BSD-1Custom Plan Line01-January-202520-January-202520-January-2025USD 4,033.33Pending Installment-1
BSD-2Custom Plan Line21-January-202515-March-202515-March-2025USD 2,533.33Pending Installment-2
BSD-3Custom Plan Line16-March-202525-July-202525-July-2025USD 3,433.34Pending Installment-3

September 9, 2026