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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

Billing Setup

Payment Terms

A payment term is a condition or guideline under which you can make or receive a payment. You must include the Payment Term on the Invoice so your customers know that they must pay outstanding charges within a certain time. You can create multiple payment terms and even define the sequence in which each term is displayed on the Invoice.

With Conga Billing you can define multiple payment terms. Click the Payment Terms tab on the console to see a list of predefined payment terms.



To define a Payment Term

  1. Click the Payment Terms tab.
  2. Click New.
  3. Enter values for the fields described in the following table.

    Field

    Description

    Name

    Enter a unique name for this payment term so that others in your organization can identify it with ease.

    Sequence

    Enter a number to define the sequence in which this term is displayed on the invoice.

    Label

    You can select one label from the following options.

    • Net 30 days
    • Net 45 days
    • Net 60 days
    • Net 90 days
    • Due upon Receipt

    You can define more options in the Label object pick list. For more information see <Salesforce documentation>.

    Offset Type

    Select the unit of a payment term, either day or month.If you set day as the Offset Type and enter 20 as the Value, the Payment Term will be set to 20 days.If you set month as the Offset Type and enter 1 as the Value, the Payment Term will be set to 1 month.

    Value

    The number of days or months in this payment term as selected in the Offset Type.

    Start Type

    The date, month or period, Payment Term is calculated from.

    Start Value

    This defines the start date for a Start Type. Specify the date if you chose Month, Period or Quarter as the Start Type.

    Offset Occurrence

    Frequency associated with the Offset Type. For example, if an invoice is due on second occurence of 15th, Offset Type should be Specific Day and Offset Occurrence should be 2.

    Description

    Enter a brief description of the Payment Term.

    Is Default

    Select the check box to make this payment term the default for invoices for this account.
  4. Click Save.

Scenarios

Let us take a look at a couple of scenarios to understand how you can achieve different configurations with the Payment Term fields.

Note:

Use Case 1

Requirement -Any invoice billed after the 20th of the month (21st to End of Month) will be due on 20th of the second month.

For example: Invoice dated Apr 11, should have the due date of June 20th

Start Type=Specific Day

Start Value=20

Offset Type=Month

Offset Value=2

Offset Occurrence= null

Note:

Use Case 2

Requirement -Any invoice billed in a month will be due End of Month, two months later.

For example: Invoice dated Jan 20, should have the due date of March 31st.

Start Type=End of Month

Start Value= null

Offset Type=Month

Offset Value=2

Offset Occurrence= null

Note:

Use Case 3

Requirement -All invoices billed in a Quarter ( i.e. Jan - Mar) will be due 20 days from the End of the Quarter.

For example: The due date for all invoices in the period Jan 1st to March 31st will be April 20th.

Start Type=End of Quarter

Start Value= null

Offset Type=Day

Offset Value=20

Offset Occurrence= null

User Guide
Billing

June 12, 2025