The following table lists changes in the documentation to support each release.

DocumentTopicDescription
Spring 2021

Post-Installation ConfigurationsModified topic. Added information about adding Billing Day of Week picklist.
Setup Billing PreferenceModified topic.  Added information about Billing Day of Week field.
Billing PreferencesModified topic.  Added information about Billing Day of Week field.
Winter 2020Legal Entity based Template ConfigurationModified topic. Added a note about setting legal entity email address. 
Upgrading Conga BillingModified topic. Added information on upgrading to Winter 20 Conga Billing.
Updating App Name and App LogoNew topic for this release.
Billing System PropertiesModified topic. Added note about Simple Discount BS Generation System Property.
Forecast Billing on Quote/ProposalDeleted topic. Administrators do not need to create Forecast button as it is available in the managed package. 
Summer 2020




Billing System PropertiesModified topic. Added Evergreen Refresh Batch Size system property. 
Setup Billing PreferenceModified topic. Updated the topic to remove the invalid fields.
Understanding ProrationModified topic. Removed the deprecated proration treatment, Combine with the First Period. 
Billing System PropertiesModified topic. Updated the System Property, Invoice Generation Batch Size.
Asset Line Item Filter Callback ClassUpdated the topic with a new sample code.
Upgrading Conga BillingNew topic. Contains information about upgrading from the previous two releases to the current release.
Invoice Filter Callback ClassUpdated topic. Added information about the default filter behavior. 
Invoice Grouping Callback ClassUpdated topic. Added information about the default grouping behavior.
Custom Invoice NumberingUpdated topic. Added a note about custom numbering for credit memos.
Forecast Billing on Quote/ProposalNew topic. Added steps to explain the procedure of creating the Forecast action button on quote/proposal layout.
Winter 2019Manage Billing Plans on CartNew Topic. New feature for this release.
Late Fee Batch JobNew Topic. New feature for this release.
Summer 2019Billing 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
Spring 2019Billing for Evergreen AssetsNew 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 InputModified Topic. Updated the topic to include the feature, Processing Usage Input with Negative Quantity.
Winter 2018



Billing SchedulesModified 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 NumberingNew Topic. New feature for this release.
Legal Entity based Template ConfigurationNew Topic. New feature for this release.
Setup Billing PreferenceModified Topic. Updated the Bill Cycle Start Date field to capture the relevance of Period Start Date picklist.
Summer 2018


Understanding ProrationModified Topic. Updated the topic to include the feature, Combine with First Period.
Dunning PolicyModified Topic. Updated the topic with a note.
Email Invoice Attachment Callback ClassModified 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