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Billing for Salesforce

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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)Conga CopilotCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral

Conga Product Documentation

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Billing for Salesforce

Usage Billing Scenario

Scenario 4: Per Unit with Cumulative Range When Enable Usage Indexing is Cleared

The customer is billed cumulatively based on the volume consumed for a product 'StarKit'. A price range is defined for each volume slab as per the following:

  • 1 to 10 units = $120
  • 11 to 20 units = $150
  • 21 to 30 units= $275
  • 31+ units = $500

Configuring PLI

Do the following steps to configure PLI:

  1. The first step is to configure the PLI for the Starkit. Set following values for the given fields.

    Price Type= Usage

    Frequency= Monthly

    Price Method= Per Unit

    Price UOM= Each

  2. To enable a user to modify the usage tier, select Is Usage Tier Modifiable.

Applying Price Matrix

Do the following steps to apply price matrix:

  1. From the Price List Item tabs, open the Matrices tab and click New to add a new Price Matrix.
  2. Select Matrix Type as Dimension.

    On the Detail page, Dimension1 as Quantity and Dimension1 Value Type as Cumulative Range.

  3. Go to Matrix Detail and list the entries as

    Sequence

    Quantity

    Adjustment Amount

    Adjustment Type

    1

    10

    120

    List Price Override

    2

    20

    150

    List Price Override

    3

    30

    275

    List Price Override

    4

    999999

    500

    List Price Override

    Warning:

    For Pricing Method = Per Unit and Dimension1 Value Type = Cumulative Range, you must specify the Adjustment Type other than Tiered Pricing.

  4. The tiered pricing for this product is inherited from the Price Matrix. After defining the tiered rates, click Save. The PLI configuration for a Usage product is complete.
    Note:

    A usage product is always billed in Arrears. It is recommended that you set the Billing Rule to Bill In Arrears.

    Create an order with this usage-based product. The product which is now an activated asset will have a Usage and a Billing Schedule generated automatically. Next, you should provide a Usage Input to record the usage quantity consumed within a specific duration.

Processing the Usage Inputs

To process the usage inputs, navigate to ​the Usage Inputs object.

  1. Enter the Asset Number. This asset number must match with the corresponding asset number that you have specified in the Asset Line Item Detail page.
  2. Enter a Usage Date that corresponds with the Billing Schedule.
  3. Enter the Product UOM. This value should match the value provided on the Product PLI.
  4. Ensure that Status is Loaded.
  5. Enter the Quantity and click Save.

After saving the input, click Process Usage Input to process the amount against the entered quantity.

When the usage is processed successfully, the Status will change to Rated and you will see the amount under Rated Amount.

For example:

  • If you specify Quantity as 15, you will see the Rated Amount as $ 1950 ((10 * 120) + (5 * 150)).
  • If you specify Quantity as 25, you will see the Rated Amount as $ 4075 ((10 * 120) + (10 * 150) + (5 * 275)).
Administrator Guide
Billing

June 5, 2025