Conga Product Documentation

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Change Billing Frequency

Before changing Billing Frequency

Billing Day of Month = 1st

Billing Frequency = Monthly

Calendar Cycle Start = June

Net Price = $600.00 ($100.00 per month)

Schedule

Period Start

Period End

Status

Fee Amount

Superseded

Credit Schedule

BS1

3/1/2015

3/31/2015

Invoiced

100.00

BS2

4/1/2015

4/30/2015

Invoiced

100.00

BS3

5/1/2015

5/31/2015

Invoiced

100.00

BS4

6/1/2015

6/30/2015

Invoiced

100.00

BS5

7/1/2015

7/31/2015

Invoiced

100.00

BS6

8/1/2015

8/31/2015

Pending Invoiced

100.00

After changing Billing Frequency

Amendment Date = 4/16

Billing Frequency = Quarterly

Calendar Cycle Start = June

Net Price = $450.00

Since the new Term is now 4/16 – 8/31 (4 ½ months) and the new Net Price is $450, the Fee amount will be $300.00 per quarter.

Schedule

Period Start

Period End

Status

Fee Amount

Superseded

Credit Schedule

BS1

3/1/2015

3/31/2015

Invoiced

100.00

BS2

4/1/2015

4/30/2015

Invoiced

100.00

Yes

BS7

4/16/2015

4/30/2015

Pending Billing

-50.00

BS2

BS8

4/16/2015

5/31/2015

Pending Billing

150.00

BS3

5/1/2015

5/31/2015

Invoiced

100.00

Yes

BS9

5/1/2015

5/31/2015

Pending Billing

-100.00

BS3

BS4

6/1/2015

6/30/2015

Invoiced

100.00

Yes

BS10

6/1/2015

6/30/2015

Pending Billing

-100.00

BS4

BS11

6/1/2015

8/31/2015

Pending Billing

300.00

BS5

7/1/2015

7/31/2015

Invoiced

100.00

Yes

BS12

7/1/2015

7/31/2015

Pending Billing

-100.00

BS5

BS6

8/1/2015

8/31/2015

Superseded

100.00

Yes

Tip: Because the amendment took place on 4/16 and the Calendar Cycle Start is June, the 1st period will be from 4/16 - 5/31. After that, the quarters will align with 6/1 so the next period will be from 6/1 to 8/31. If the Calendar Cycle Start was None then the 1st period would be from 4/16 - 4/30.