This section describes canceling a product or a service within a billing period.

For example, the annual contract period is from 01 January 2024 to 31 December 2024 for a recurring product with a monthly billing cycle. If you cancel it in the middle of the billing cycle (mid-month) between 2 January 2024 and 31 December 2024, it is treated as a mid-term cancellation in Conga. You can cancel a recurring or evergreen product when the billing periods are either invoiced or not invoiced.

The Conga Platform's Billing architecture allows you to choose between "minimize" or "always supersede" the schedules for an asset-based ordering (ABO) operation.

If the setting Superseding the Schedules during Asset Management is set to "minimize", the application limits the superseding of schedules by creating a billing schedule detail (BSD) with a delta fee under the existing billing schedule record (BSR). if any BSRs are in Pending Billing status and they are in the cancellation period, the engine creates a new counter-BSD under that BSR with a negative fee amount equal to that of the existing BSD.

If the setting Superseding the Schedules during Asset Management is set to "always supersede", the engine supersedes the uninvoiced schedules (BSRs) of the impacted period and creates new BSRs and BSDs with the period's overall fee.

Irrespective of the above settings, the engine's cancellation behavior is not altered, and the calculated amounts in the various fields on the billing header (BH) remain unchanged.

For more on how Billing works on the Conga Platform, see  Understanding the Billing Architecture on Conga Platform.

Based on the pricing source chosen in the Billing Settings, the pricing information is fetched from the order line item (OLI) or asset line item (ALI). When the pricing source is set to OLI, Billing fetches all the information, including pricing information, from the OLI. If the pricing source is set to ALI, Billing fetches the pricing information from the ALI. For more details on pricing sources, see Managing Pricing Source.

The following use cases provide you with the details about mid-term cancellation: