What's New in Billing Documentation

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

Document	Publication Date	Topic	Description
202409.1.0	27 Sep 2024	One-time Product - Contract Term Remains Unchanged	New topic. New feature for this release.
		One-time Product - Contract Term is Changed	New topic. New feature for this release.
		Querying Custom Plan and Its Line Items	Revised the topic to amend the URL of the API.
		Recurring Product - Quarterly Billing with Overlapping Period - Contract Term and TCV (Sales) Remains Unchanged	New topic. New feature for this release.
		Recurring Product - Quarterly Billing with Overlapping Period - Contract Term, TCV (Sales), or Both are Changed	New topic. New feature for this release.
		Recurring Product - Quarterly Billing Without Overlapping Period - Contract Term and TCV (Sales) Remains Unchanged	New topic. New feature for this release.
		Recurring Product - Quarterly Billing Without Overlapping Period - Contract Term, TCV (Sales), or Both are Changed	New topic. New feature for this release.
		Recurring Product - Yearly Billing Without Proration and Period Overlapping - Contract Term and TCV (Sales) Remains Unchanged	New topic. New feature for this release.
		Recurring Product - Yearly Billing Without Proration and Period Overlapping - Contract Term, TCV (Sales), or Both are Changed	New topic. New feature for this release.
		Recurring Product - Multi-year Subscription With One-time Billing and Without Proration - Contract Term and TCV (Sales) Remains Unchanged	New topic. New feature for this release.
		Recurring Product - Multi-year Subscription With One-time Billing and Without Proration - Contract Term, TCV (Sales), or Both are Changed	New topic. New feature for this release.
		Use Case: Advancing the Contract Dates of Evergreen Products	New topic. New feature for this release.
		Editing a Custom Plan	New topic. New feature for this release.
		Forecast Billing for Order Line Items and Line Items (CPQ)	New topic. New feature for this release.
		Querying Custom Plan and Its Line Items	New topic. New feature for this release.
		Rounding the Decimal Values for Renewals and Amendments	Revised the topic to add: Rounding the Decimal Values for Cancellation Rounding the Decimal Values for Change Operation
		Deleting Adjustment Billing Schedule Details	New topic. New feature for this release.
		Auto-updating the Approval Status to Cancelled	New topic. New feature for this release.
		Managing the Approval Status of Adjustment Billing Schedule Details	New topic. New feature for this release.
		Billing Metrics	New topic. New feature for this release.
		Rounding the Decimal Values for Renewals and Amendments	New topic. New feature for this release.
		About Advancing the Term of Evergreen Products	New topic. New feature for this release.
		Advancing the Term of One-Time Products	New topic. New feature for this release.
		Advancing the Term of Recurring Products Without Overlapping Periods	New topic. New feature for this release.
		Advancing the Term of Recurring Products Having Calendar Cycle Start Month	New topic. New feature for this release.
		Understanding the Swap Functionality	New topic. New feature for this release.
		Populating the Payment Term on the Billing Schedule Records	New topic. New feature for this release.
		Renewing the Billing With a Different Custom Plan	New topic. New feature for this release.
		Updating the Default Payment Term	New topic. New feature for this release.
		Billing Records for Change in Term	New topic. New feature for this release.
		Payment Term	New topic. New feature for this release.
		Renewing the Billing Without a Custom Plan	New topic. New feature for this release.
		Renewing the Billing With a Custom Plan	New topic. New feature for this release.

Document	Publication Date	Topic	Description
202405.2.0	12 Jun 2024	Full-Term Cancellation of Products	Revised the topic to add information about cancellation and proration of adjustments during cancellation.
		Mid-Term Cancellation of Products	New topic. New feature for this release.
		Mid-Term Cancellation Within the Billing Period	New topic. New feature for this release.
		Billing Records for Change in Price	New Topic. New Feature for this release.
		Change Action for Always Superseding	New Topic. New Feature for this release.
		Change Action for Minimizing the Superseding	New Topic. New Feature for this release.
		Updating the Fields on the Billing Header Upon Renewal	New Topic. New Feature for this release.
		Splitting a Billing Schedule Record	Revised the topic to include split by Term.
		Renewing the Billing of a Product	Revised the topic to add information about price type and subsequent renewal.
		Managing Assets	Revised the topic to add information about managing assets on the Conga Platform.
		Creating a Direct Milestone Custom Plan	New Topic. New Feature for this release.
		Creating a Custom Plan	Revised the topic to add the following sections: Querying BSDs of Milestone Type Completing the Milestone
		Billing Evergreen Products	Revised the topic to include the concept of Pricing Source.
		One-Time Billing for Recurring Products	Revised the topic to include the concept of Pricing Source.
		Billing One-Time Products	Revised the topic to include the concept of Pricing Source.
		Managing Pricing Source	New Topic. New Feature for this release.

Document	Publication Date	Topic	Description
February '24	07 Feb 2024	Splitting a Billing Schedule Record	New topic. New feature for this release.
		Splitting and Distributing the Billing Amount	New topic. New feature for this release.
		Adjusting the Billing Amount With Manual Entries	New topic. New feature for this release.
		Creating a Billing Plan Template	New topic. New feature for this release.
		Setting Billing Header to Contracted	New topic. New feature for this release.
		Creating a Custom Plan	New topic. New feature for this release.
		Renewing the Billing of a Product	New topic. New feature for this release.
		Full Term Cancellation of Billing Schedule Records	New topic. New feature for this release.
		Billing Evergreen Products	New topic. New feature for this release.
		Changing the Status of Billing Schedule Records	New topic. New feature for this release.

Document	Publication Date	Topic	Description
October '23	04 Oct 2023	All Topics	New documentation is added in this release.