Once you invoice a billing schedule its status changes from Pending Billing to Pending Invoiced or Invoiced. The status change depends upon whether the invoice is created with a Draft or Approved status.

If the invoicing is done through the “Invoice Run” framework, this status change is understood by Conga Billing and is in sync with the batch job that updates the field “Remaining Billable Amount”. This batch job calculates the total fee amount from the billing schedules with a “Pending Billing” status. Hence if the status of a billing schedule changes from Pending Billing to Invoiced, the remaining billable amount is reduced equivalent to the fee amount of the schedule.

If the invoicing is done through different means like any other automated interface or manually, the status change is not communicated to the batch job and hence the RBA is not updated. For such instances, an API is required so that the status change of the billing schedules can be understood by Conga Billing. For more information, see Changing the Status of Billing Schedules.