What's New in Billing Documentation

This section lists changes in the documentation to support each release.

February '25


Document	Publication Date	Topic	Description
February '25	11 Feb 2025	To Unapply Payment from Invoice Record	New Topic. New feature for this release.
		To Unapply Payment from Payment Record	New Topic. New feature for this release.
		Unapplying Payment Using an API	New Topic. New feature for this release.
		Applying Payments from Payment Record	Revised the topic to add screenshot with latest changes on the UI.
		Applying Payment from Invoice Record	New Topic. New feature for this release.
		Editing Installments on an Existing Milestone Billing Plan	New Topic. New feature for this release.
		Forecast Billing Schedules	Revised the topic to add a note informing that the proposal line items associated with a Billing Plan can be included as part of forecast summary.
		Unapply Payment Email Templates	New Topic. New feature for this release.

October '24


Document	Publication Date	Topic	Description
October '24	11 Oct 2024	Splitting Invoices Using an API	New Topic. New feature for this release.
		Configuring Admin Entries	New Topic. New feature for this release.
		Understanding the Behavior of Billing Schedules and Usage Inputs After an Amendment	New Topic. New feature for this release.
		Configuring Currency Precision Choice for Multi-currency Organizations	New Topic. New feature for this release.
		Creating a Billing Plan	Revised the topic to add a note about displaying the currencies and currency symbols per the transaction source.
		Billing Plans	Revised the topic to add a note about displaying the currencies and currency symbols per the transaction source.

June '24


Document	Publication Date	Topic	Description
June '24	12 Jun 2024	Wallets for Usage Inputs	Revised topic to add use case 2 describing the wallet balance consumption for the wallet-linked usage products.

February '24


Document	Publication Date	Topic	Description
February '24	07 Feb 2024	Payment Term	Revised topic to: Add a note in the introduction section. Added fields Offset 2 TypeandOffset 2 Value in the table. Added example. Added Use Cases.
		Real Time Wallet Updates	Revised topic to add a new section: Updating Wallet Balances.
		Adding Lines Manually to Invoices	New Topic. New feature for this release.
		Amending Usage Assets	New Topic. New feature for this release.
		Wallets	Revised topic to add the new sections: Wallet Balances. Terminating a WALI
		Changing the Status of Billing Schedules	Revised topic to add a note for using the API to change the status of billing schedules of a WALI.
		Direct Credit Memo from Invoices	Revised topic to add a new section: Creating Credit Memos for Invoices Referring to a WALI by Using an API.
		Credit and Rebill	Revised the topic to add a new section: Credit and Rebill from Wallet Asset Line Item (WALI).

October '23


Document	Publication Date	Topic	Description
October '23	04 Oct 2023	Creating an Invoice Summary Line	New Topic. New feature for this release.
		Configuration Required to Generate Summary Lines for an Invoice	New Topic. New feature for this release.
		Invoice Line Summary for Ad Hoc Invoices	New Topic. New feature for this release.
		Split a Billing Schedule	New Topic. New feature for this release.
		Working with Draft Usage Rating	New Topic. New feature for this release.
		Changing the Status of Billing Schedule by Calling an API	New Topic. New feature for this release.
		Splitting an Invoice	Updated the topic about the invoice lines summary created for split invoices. If the parent invoice already has an invoice line summary generated, the split invoice, by default inherits the same.

June '23


Document	Publication Date	Topic	Description
June '23	07 Jun 2023	Billing System Properties	Added the following settings in the table: Creation of Legacy BS Records Bill Prorated Balance In First Schedule Consume Wallet During Invoicing Update Order Id
		Understanding Billing Schedules	Added the following fields in the existing table: Legacy Record Superseded Billing Schedule Added a new topic to the page: Adding Fields to Asset Line Items for Billing schedule.
		Billing the Legacy Assets	New Topic.
		Understanding Catch-up Schedule in the Legacy Billing Period	New Topic.
		Billing the Evergreen Assets	New Topic.
		Performing "Credit & Rebill" on the Invoices of Legacy Assets	New Topic.
		Billing the Usage Legacy Assets	New Topic.
		Amending the Usage Legacy Assets	New Topic.
		Full Term Cancellation	New Topic.
		Partial Cancellation	New Topic.
		Updating the Remaining Billable Amount	New Topic.
		Recurring Billing for Legacy Assets	New Topic.
		Amending the Recurring Legacy Assets	New Topic.
		Renewing Legacy Assets	New Topic.
		Billing the One Time Legacy Assets	New Topic.
		Billing Legacy Assets Associated with a Billing Plan	New Topic.
		Forecast Billing for Legacy Assets	New Topic.
		Understanding Proration	Revised the page to add the topic: New Proration Method to Bill the Round-Offs.
		Advanced Wallet Drawdown	New Topic.
		Implementing the Batch Job to Calculate the Remaining Billable Amount	New Topic.
		Invoice Life Cycle	Revised the page to add the topic: Manually Approving an Invoice.
		Initiating Invoice Runs	Revised the page to add the topic: Invoice Run UI to Show Metrics in Preview Mode.
		Invoice Email Template (Billing for Administrators)	Added a note to reflect that the functionality remains the same even if Conga Email Templates is selected as a folder.
		Invoice Email Templates (Billing for Users)
		Manage Billing Plans on Cart	Added Behavior in the table.
		Billing Plans for Changed Assets	Updated page to revise introduction part.
		Usage Schedule	Revised the page to add a note in the Delayed Usage topic.

February '23


Document	Publication Date	Topic	Description
February '23	07 Feb 2023	Billing Package Objects	Added the following objects to the list: Billing Plan Billing Plan Line Item Billing Plan Template Billing Plan Template Line Item
		Upgrading Conga Billing	Added the "Updating the Help Text of Billing Start Date and Billing End Date Fields" section.
		Post-Installation Configurations	Updated the "Add Picklist Values" section.
		Creating a Billing Plan Template	Updated the description of the Plan Type, Start Type, and Billing Method fields.
		Creating a Billing Plan	Updated the "Billing Plan without applying a Billing Plan Template" section.
		Use Case: Validation on Period Start Date and Period End Date	New topic.
		Use Case: Validation on Ready for Invoice Date	New topic.
		Billing Plans	Updated the "Prerequisites" section.
		Credit and Rebill	Added information about unrating usage inputs during Credit & Rebill.
		Managing Credit Memos	New topic.
		Creating Credit and Rebill Credit Memos and Calculating Tax for Credit and Rebill	Added the "Calculating Tax for Credit and Rebill" section and added a new request parameter unrateUsageInputs in the "Creating Credit and Rebill" section.
		Billing System Properties	Updated the description of the No Proration on Renewal setting. Added the following settings and description: Create 0 FeeAmount BS Custom Billing Term API Name
		Set Up Billing Preference	Added the setting Ignore Renewal Proration Setting.
		Billing Schedules for Decremented and Merged Assets	New topic.
		Payment Term	Added the field Offset Early Invoice Date (Days) and description.

September '22


Document	Publication Date	Topic	Description
September '22	07 Sep 2022	Billing System Properties	Added a new setting Forecast Generation Batch Size.

May '22


Document	Publication Date	Topic	Description
May '22	22 Jul 2022	Configuring the Forecast Batch Size	New topic.
	22 Jul 2022	Billing System Properties	Added a new setting Forecast Generation Batch Size.
	06 Apr 2022	Billing Management REST APIs	Added the terminateAssets API section.
		Forecast Billing Schedules	Added the "Forecast Statuses and Exception Messages" section.
		Changing Billing Schedules when you Change the Location of an Asset	New topic.
		Set Up Billing Preference	Added a note about the Selling Term Calculation Method setting.
		Billing Preferences	Modified the "Creating a Billing Preference" section.

December '21


Document	Publication Date	Topic	Description
December '21	03 Nov 2021	Configuring Invoice Fee Types	New topic.
		Account Setup	Updated the topic with information about the Manage Invoice Fees field.
		Invoice Detail	Updated the topic with a new invoice header field Total Additional Fee Amount and a note about additional invoice line items.
		Billing System Properties	Updated the topic with information about the Usage Input Processing Order setting.
		Scenario 8: Per Unit with Cumulative Range When Enable Usage Indexing is Selected	New topic.
		Splitting an Invoice	Updated the topic with information about the enhanced split invoice logic to round off the amount for split type Percentage.

Summer '21


Document	Publication Date	Topic	Description
Summer 2021 Rev A	12 Aug 2021	Registering for Conga Upgrade Program	New topic.
		Installing Conga Billing	Updated the topic with a tip about Conga Push Upgrade.
		Upgrading Conga Billing	Updated the topic with a tip about Conga Push Upgrade.
		API Supported Packages	Updated the topic with a tip about Conga Push Upgrade.
Summer 2021	07 Jul 2021	Forecast Billing Button on Cart	New topic.
		Billing System Properties	Modified topic. Updated the topic to add Validate Usage Reversal Property.
		Generating Weekly Billing Schedules	Updated topic.
		Wallets for Usage Inputs	Updated topic.
		Forecast Billing Schedules	New topic.
		Calculating Billing Amount based on the Contract Term and the Single Transaction Adjustment Flag	Modified topic. Updated the information about the Single Transaction Adjustment field.
		Scheduling Invoice Email Delivery	Modified topic. Updated the topic with a note about the InvoiceEmailDeliveryJob.
		Deleting Forecasting Billing Schedules and Billing Summaries	New topic. New API introduced in this release.
		Forecasting Billing Schedules for Smart Cart	Updated topic.
		Forecasting Billing Schedules and Billing Summaries	Updated topic.
		Forecasting Billing Schedules	Updated topic.

Spring '21


Document	Topic	Description
Spring 2021 Rev A	Post-Installation Configurations	Modified topic. Removed information about adding Billing Day of Week picklist.
	Set Up Billing Preference	Modified topic. Removed information about Billing Day of Week field.
	Billing Preferences	Modified topic. Removed information about Billing Day of Week field.
	Generating Weekly Billing Schedules	Deleted topic. Feature not supported by Conga Billing.
Spring 2021	Post-Installation Configurations	Modified topic. Added information about adding Billing Day of Week picklist.
	Set Up Billing Preference	Modified topic. Added information about Billing Day of Week field.
	Billing Preferences	Modified topic. Added information about Billing Day of Week field.
	Billing on Order Creation	New topic. New feature for this release.
	Generating Weekly Billing Schedules	New topic. New feature for this release.
	Calculating Billing Amount based on the Contract Term and the Single Transaction Adjustment Flag	Modified topic. Added information about the Single Transaction Adjustment field.
	Sending an Invoice Email	Modified topic. Added information about sending invoice emails only for approved invoices.
	Troubleshooting Billing SOAP APIs	New topic for this release.

Winter '20


Document	Topic	Description
Winter 2020	.Legal Entity based Template Configuration vWinter-20	Modified topic. Added a note about setting legal entity email address.
	.Upgrading Conga Billing vMay-22	Modified topic. Added information on upgrading to Winter 20 Conga Billing.
	.Updating App Name and App Logo vWinter-20	New topic for this release.
	.Billing System Properties vDecember-21	Modified topic. Added note about Simple Discount BS Generation System Property.
	Forecast Billing on Quote/Proposal	Deleted topic. Administrators do not need to create Forecast button as it is available in the managed package.
	.Forecast Billing Schedules and Billing Summaries on the Proposal vWinter-20	Modified topic. Added information about Forecast Billing Schedule button.
	.Forecast Billing Schedules for Usage and Evergreen Products vWinter-20	Modified topic. Added information about Forecast Billing Schedule button.
	.Invoice Life Cycle vWinter-20	Modified topic. Added note about direct credit memos.
	.Direct Credit Memo From Invoice vWinter-20	Modified topic. Added information about Credit Memo filters.
	.Payments vWinter-20	Modified topic. Added information about partial payments.
	.Calculating Billing Amount based on the Contract Term and the Single Transaction Adjustment Flag vSummer-21	Modified topic. Added information about Apply Adj To Current Contract Term setting.
	.Authenticating Billing APIs vWinter-20	New topic. Added information about authenticating billing APIs.

Summer '20


Document	Topic	Description
Summer 2020	Billing System Properties	Modified topic. Added Evergreen Refresh Batch Size system property.
	Setup Billing Preference	Modified topic. Updated the topic to remove the invalid fields.
	Understanding Proration	Modified topic. Removed the deprecated proration treatment, Combine with the First Period.
	Billing System Properties	Modified topic. Updated the System Property, Invoice Generation Batch Size.
	Asset Line Item Filter Callback Class	Updated the topic with a new sample code.
	Upgrading Conga Billing	New topic. Contains information about upgrading from the previous two releases to the current release.
	Invoice Filter Callback Class	Updated topic. Added information about the default filter behavior.
	Invoice Grouping Callback Class	Updated topic. Added information about the default grouping behavior.
	Custom Invoice Numbering	Updated topic. Added a note about custom numbering for credit memos.
	Forecast Billing on Quote/Proposal	New topic. Added steps to explain the procedure of creating the Forecast action button on quote/proposal layout.
	Invoice Life Cycle	Modified topic. Added information about processing large invoices.
	Understanding Proration	Modified topic. Removed deprecated proration treatment, Combine with the First Period.
	Direct Credit Memo From Invoice	Modified topic. Updated the procedure to reflect the new UI.
	Billing on Order Activation	Modified topic. Renamed from Billing on the Order to Order Activation.
	Forecast Billing Schedules for Usage and Evergreen Products	Modified topic. Added a use-case for generating forecast billing schedules for evergreen products.
	Forecast Billing at Cart	Removed topic. Deprecated feature.
	Integrating Conga with External Systems	New topic for external integrations using Conga Billing APIs.
	API Supported Packages	Updated the topic with the Summer 2020 package details.
	Creating Credit Memo Documents	Updated topic to include API signature.
	Creating Invoice Documents	Updated topic to include API signature.
	Creating Invoices	Updated topic to include API signature.
	Creating Invoices for Orders	Updated topic to include API signature.
	Previewing Pending Usage Inputs	Updated topic to include API signature.
	Processing Pending Usage Inputs	Updated topic to include API signature.
	Processing Rated Usage Inputs	Updated topic to include API signature.
	Updating Tax Calculations And Breakups on Credit Memos	Updated topic to include API signature.
	Updating Tax Calculations and Breakups on Invoice	Updated topic to include API signature.
	Forecasting Billing Schedules	Updated topic to include API signature.
	Creating Credit and Rebill	Updated topic to include API signature.
	Creating Billing Plans	Updated topic to include API signature.
	Forecasting Billing Schedules and Billing Summaries	Updated topic to include API signature.
	Creating Direct Credit Memos	Modified topic. Updated the API to include newly introduced isFullCredit parameter and API signature.
	Creating Billing Plan with Product Configuration	Updated topic to include API signature.
	Forecasting Billing Schedules for Smart Cart	Updated topic to include API signature.
	Applying a Late Fee	Updated topic to include API signature.
	Cancelling a Late Fee	Updated topic to include API signature.
	Creating Direct Credit Memos Asynchronously	New Topic. New API introduced in this release.
	Retrieving Session Key	New Topic. New API introduced in this release.
	Use Case for Usage-Based Billing	New topic. Use case to explain usage-based scenario using API execution.
	Creating Invoices for Orders - REST Service	Deleted topic. Code sample added in Billing Management REST APIs.
	Creating Invoices - REST Service	Deleted topic. Code sample added in Billing Management REST APIs.
	Processing Pending Usage Inputs - REST Service	Deleted topic. Code sample added in Billing Management REST APIs.
	Billing Management REST APIs	New topic. Added code sample in JSON format.
	Applying Credit Memos to Invoices	Updated topic to include API signature and SOAP Response/Request XML for API integration.
	Applying Payments to Invoices	Updated topic to include API signature and SOAP Response/Request XML for API integration.

Winter '19


Document	Topic	Description
Winter 2019	Manage Billing Plans on Cart	New Topic. New feature for this release.
	Late Fee Batch Job	New Topic. New feature for this release.
	Billing Plans from Cart	New topic. New feature for this release.
	Direct Credit Memo From Invoice	Modified topic. Updated the procedure to include steps for selecting credit memo attachment template and credit memo template.
	Ad-hoc Invoices	New topic. New feature for this release.
	Creating a Billing Plan Template	Modified topic. Updated the screenshot to reflect the latest UI.
	Late Fees	New topic. New feature for this release.
	Changing Standard Billing Frequency to Custom Billing Frequency	New topic. New feature for this release.
	Billing Schedules for Merged Assets	New topic. New feature for this release.
	Billing Schedules for Bundle Products	New topic. New feature for this release.
	Wallets for Usage Inputs	Modified topic. Updated the procedure to include the new feature, Rating Usage Inputs with Negative Quantity.
	Billing Plans for Renewed Assets	Modified topic. Updated the topic to include the new feature, Manual Billing Flow for Asset Renewals.
	Account Settings	Modified topic. Updated the topic to include Late Fees field.
	Creating Billing Plan with Product Configuration	New Topic. New API introduced in this release.
	Applying a Late Fee	New Topic. New API introduced in this release.
	Cancelling a Late Fee	New Topic. New API introduced in this release.
	Forecasting Billing Schedules for Smart Cart	New Topic. New API introduced in this release.

Summer '19


Document	Topic	Description
Summer 2019	Billing System Properties	Modified Topic. Updated the topic to include information about the following settings: Always Apply Usage Minimum Usage Minimum Field API Name Hide Bill Plan Template on Bill Plan Usage Rating Price Field Override Simple Discount BS Generation
	Forecast Billing Schedules for Usage and Evergreen Products	New topic. New feature for this release.
	Forecast Billing Schedules and Billing Summaries on the Proposal	Modified topic. Updated the procedure.
	Usage Inputs	Modified topic. Updated the topic to include Rating Usage Inputs with Custom Price Fields feature.
	Creating a Billing Plan Template	Modified topic. Updated the topic to include information about the new value Start Type field, Order Start Date.
	Creating a Billing Plan	Modified topic. Updated the screenshot to capture the new UI.
	Minimum Fee for Usage-based Products	New topic. New feature for this release.
	Billing Metrics	New topic. New feature for this release.
	Initiating Invoice Runs	Modified topic. Updated the screenshot to capture the new UI.
	Calculating Billing Amount based on the Contract Term	New topic. New feature for this release.
	Creating Direct Credit Memos	New Topic. New API introduced in this release.

Spring '19


Document	Topic	Description
Spring 2019	Billing for Evergreen Assets	New Topic. New feature for this release.
	Billing System Properties	Modified Topic. Updated the topic to include information about the following settings: Create Single Delta Billing Schedule Auto Manage Payment Term
	Usage Input	Modified Topic. Updated the topic to include the feature, Processing Usage Input with Negative Quantity.
	Single Delta Billing Schedule for Mid-Cycle Amendment	New topic. New feature for this release.
	Billing Schedules for Incremented Assets	New topic. New feature for this release.
	Understanding Billing Schedules	Modified topic. Added information about Billing Schedule Category.
	Sending an Invoice Email	Modified topic. Added information about sending an email from legal entity specific email address.
	Sending Credit Memo Email	Modified topic. Added information about sending an email from legal entity specific email address.
	Forecast Billing Schedules and Billing Summaries on the Proposal	Modified topic. Added information about Billing Summary.
	Direct Credit Memo From Invoice	Modified topic. Updated the procedure to include Auto-Apply Credit Memo step.
	Splitting an Invoice	Modified topic. Updated the procedure to include Bill To Account and Account Location step.
	Auto Apply Credit Memo	Modified the topic to include the new feature, Auto Apply Credit Memo Order.
	Forecasting Billing Schedules and Billing Summaries	New Topic. New API introduced in this release.

Winter '18


Document	Topic	Description
Winter 2018	Billing Schedules	Modified Topic. Updated the Bill Cycle Start Date field under Billing Preferences section, to capture the relevance of Period Start Date picklist.
	Billing Preferences	Modified Topic. Updated the following: Added a new field, Ready for Invoice Date Offset Updated the Bill Cycle Start Date field under Billing Preferences section, to capture the relevance of Period Start Date picklist.
	Legal Entity based Custom Numbering	New Topic. New feature for this release.
	Legal Entity based Template Configuration	New Topic. New feature for this release.
	Setup Billing Preference	Modified Topic. Updated the Bill Cycle Start Date field to capture the relevance of Period Start Date picklist.
	Invoice Life Cycle	Modified the topic to include details about moving an invoice back to draft stage
	Splitting an Invoice	New topic. New feature for this release.
	Creating a Billing Plan	Modified topic. Included details about how payment term is applied from the account or account location
	Defining Filter Criteria	Modified topic. Updated the screenshots to reflect the latest angular UI.
	Auto Apply Credit Memo	New topic. New feature for this release.
	Creating Billing Plans	New Topic. New API introduced in this release.

Summer '18


Document	Topic	Description
Summer 2018	Understanding Proration	Modified Topic. Updated the topic to include the feature, Combine with First Period.
	Dunning Policy	Modified Topic. Updated the topic with a note.
	Email Invoice Attachment Callback Class	Modified Topic. Updated the code sample to include the new parameter, default email body.
	Billing System Properties	Modified Topic. Updated the topic to include information about the following settings: Delete Forecast No Proration on Renewal
	Forecast Billing Schedules on the Proposal	New topic. New feature for this release.
	Credit and Rebill	New topic. New feature for this release.
	Use Case: Milestone-based billing	Added a use case for the billing plan topic.
	User Usage Schedules	Modified the topic to include the new feature, Delayed Usage
	No Credit on Cancellation	New topic. New feature for this release.
	Payments	New topic. New feature for this release.
	Processing Options	Modified the topic to include the new feature, Override Credit Memo Template
	Forecasting Billing Schedules	New Topic. New API introduced in this release.
	Creating Credit and Rebill	New Topic. New API introduced in this release.

Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

What's New in Billing Documentation

February '25

October '24

June '24

February '24

October '23

June '23

February '23

September '22

May '22

December '21

Summer '21

Spring '21

Winter '20

Summer '20

Winter '19

Summer '19

Spring '19

Winter '18

Summer '18

Footer Section

Explore