DocumentPublication DateTopicDescription
Summer 2021 Rev A

 

Registering for Conga Push UpgradeNew topic.
Installing Conga BillingUpdated the topic with a tip about Conga Push Upgrade.
Upgrading Conga BillingUpdated the topic with a tip about Conga Push Upgrade.
API Supported PackagesUpdated the topic with a tip about Conga Push Upgrade.
Summer 2021

 

Forecast Billing Button on CartNew topic.
Billing System PropertiesModified topic. Updated the topic to add Validate Usage Reversal Property.
Generating Weekly Billing SchedulesUpdated topic.
Wallets for Usage InputsUpdated topic.
Forecast Billing SchedulesNew topic.
Calculating Billing Amount based on the Contract Term and the Single Transaction Adjustment FlagModified topic. Updated the information about the Single Transaction Adjustment field.
Scheduling Invoice Email DeliveryModified topic. Updated the topic with a note about the InvoiceEmailDeliveryJob.
Delete Forecasting Billing Schedules and Billing SummariesNew topic. New API introduced in this release.
Forecasting Billing Schedules for Smart CartUpdated topic.
Forecasting Billing Schedules and Billing SummariesUpdated topic.
Forecasting Billing SchedulesUpdated topic.
DocumentTopicDescription
Spring 2021 Rev APost-Installation ConfigurationsModified topic. Removed information about adding Billing Day of Week picklist.
Setup Billing PreferenceModified topic. Removed information about Billing Day of Week field.
Billing PreferencesModified topic. Removed information about Billing Day of Week field.
Generating Weekly Billing SchedulesDeleted topic. Feature not supported by Conga Billing. 
Spring 2021Post-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.

Billing on Order Creation

New topic. New feature for this release.
Generating Weekly Billing SchedulesNew topic. New feature for this release.
Calculating Billing Amount based on the Contract Term and the Single Transaction Adjustment FlagModified topic. Added information about the Single Transaction Adjustment field.
Sending an Invoice EmailModified topic. Added information about sending invoice emails only for approved invoices.
Troubleshooting Billing SOAP APIsNew topic for this release.
DocumentTopicDescription
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. 
Forecast Billing Schedules and Billing Summaries on the Proposal

Modified topic. Added information about Forecast Billing Schedule button.

Forecast Billing Schedules for Usage and Evergreen ProductsModified topic. Added information about Forecast Billing Schedule button.
Invoice Life CycleModified topic. Added note about direct credit memos.
Direct Credit Memo From InvoiceModified topic. Added information about Credit Memo filters.
PaymentsModified topic. Added information about partial payments.
Calculating Billing Amount based on the Contract Term and the Single Transaction Adjustment FlagModified topic. Added information about Apply Adj To Current Contract Term setting.
Authenticating Billing APIsNew topic. Added information about authenticating billing APIs. 
DocumentTopicDescription
Summer 2020Billing 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.
Invoice Life CycleModified topic. Added information about processing large invoices.
Understanding ProrationModified topic. Removed deprecated proration treatment, Combine with the First Period. 
Direct Credit Memo From InvoiceModified topic. Updated the procedure to reflect the new UI.
Billing on Order ActivationModified topic. Renamed from Billing on the Order to Order Activation. 
Forecast Billing Schedules for Usage and Evergreen ProductsModified topic. Added a use-case for generating forecast billing schedules for evergreen products. 
Forecast Billing at CartRemoved topic. Deprecated feature. 
Integrating Conga with External SystemsNew topic for external integrations using Conga Billing APIs.
API Supported PackagesUpdated the topic with the Summer 2020 package details. 
Creating Credit Memo DocumentsUpdated topic to include API signature.
Creating Invoice DocumentsUpdated topic to include API signature.
Creating InvoicesUpdated topic to include API signature.
Creating Invoices for OrdersUpdated topic to include API signature.
Previewing Pending Usage InputsUpdated topic to include API signature.
Processing Pending Usage InputsUpdated topic to include API signature.
Processing Rated Usage InputsUpdated topic to include API signature.
Updating Tax Calculations And Breakups on Credit MemosUpdated topic to include API signature.
Updating Tax Calculations and Breakups on InvoiceUpdated topic to include API signature.
Forecasting Billing SchedulesUpdated topic to include API signature.
Creating Credit and RebillUpdated topic to include API signature.
Creating Billing PlansUpdated topic to include API signature.
Forecasting Billing Schedules and Billing SummariesUpdated topic to include API signature.
Creating Direct Credit MemosModified topic. Updated the API to include newly introduced isFullCredit parameter and API signature.
Creating Billing Plan with Product ConfigurationUpdated topic to include API signature.
Forecasting Billing Schedules for Smart CartUpdated topic to include API signature.
Applying a Late FeeUpdated topic to include API signature.
Cancelling a Late FeeUpdated topic to include API signature.
Creating Direct Credit Memos AsynchronouslyNew Topic. New API introduced in this release.
Retrieving Session KeyNew Topic. New API introduced in this release.
Use Case for Usage-Based BillingNew 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 ServiceDeleted topic. Code sample added in Billing Management REST APIs.
Billing Management REST APIsNew topic. Added code sample in JSON format.
Applying Credit Memos to InvoicesUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Applying Payments to InvoicesUpdated topic to include API signature and SOAP Response/Request XML for API integration.
DocumentTopicDescription



DocumentTopicDescription
Winter 2019Manage Billing Plans on CartNew Topic. New feature for this release.
Late Fee Batch JobNew Topic. New feature for this release.
Billing Plans from CartNew topic. New feature for this release.
Direct Credit Memo From InvoiceModified topic. Updated the procedure to include steps for selecting credit memo attachment template and credit memo template. 
Ad-hoc InvoicesNew topic. New feature for this release.
Creating a Billing Plan TemplateModified topic. Updated the screenshot to reflect the latest UI. 
Late FeesNew topic. New feature for this release.
Changing Standard Billing Frequency to Custom Billing FrequencyNew topic. New feature for this release.
Billing Schedules for Merged AssetsNew topic. New feature for this release.
Billing Schedules for Bundle ProductsNew topic. New feature for this release.
Wallets for Usage InputsModified topic. Updated the procedure to include the new feature, Rating Usage Inputs with Negative Quantity.
Billing Plans for Renewed AssetsModified topic. Updated the topic to include the new feature, Manual Billing Flow for Asset Renewals.
Account SettingsModified topic. Updated the topic to include Late Fees field. 
Creating Billing Plan with Product ConfigurationNew Topic. New API introduced in this release.
Applying a Late FeeNew Topic. New API introduced in this release.
Cancelling a Late FeeNew Topic. New API introduced in this release.
Forecasting Billing Schedules for Smart CartNew Topic. New API introduced in this release.
DocumentTopicDescription
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
Forecast Billing Schedules for Usage and Evergreen ProductsNew topic. New feature for this release.
Forecast Billing Schedules and Billing Summaries on the ProposalModified topic. Updated the procedure.
Usage InputsModified topic. Updated the topic to include Rating Usage Inputs with Custom Price Fields feature.
Creating a Billing Plan TemplateModified topic. Updated the topic to include information about the new value Start Type field, Order Start Date.
Creating a Billing PlanModified topic. Updated the screenshot to capture the new UI.
Minimum Fee for Usage-based ProductsNew topic. New feature for this release.
Billing MetricsNew topic. New feature for this release.
Initiating Invoice RunsModified topic. Updated the screenshot to capture the new UI.
Calculating Billing Amount based on the Contract TermNew topic. New feature for this release.
Creating Direct Credit MemosNew Topic. New API introduced in this release.
DocumentTopicDescription
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.
Single Delta Billing Schedule for Mid-Cycle AmendmentNew topic. New feature for this release.
Billing Schedules for Incremented AssetsNew topic. New feature for this release.
Understanding Billing SchedulesModified topic. Added information about Billing Schedule Category.
Sending an Invoice EmailModified topic. Added information about sending an email from legal entity specific email address.
Sending Credit Memo EmailModified topic. Added information about sending an email from legal entity specific email address.
Forecast Billing Schedules and Billing Summaries on the ProposalModified topic. Added information about Billing Summary.
Direct Credit Memo From InvoiceModified topic. Updated the procedure to include Auto-Apply Credit Memo step.
Splitting an InvoiceModified topic. Updated the procedure to include Bill To Account and Account Location step.
Auto Apply Credit MemoModified the topic to include the new feature, Auto Apply Credit Memo Order.
Forecasting Billing Schedules and Billing SummariesNew Topic. New API introduced in this release.
DocumentTopicDescription
Winter 2018Billing 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.
Invoice Life CycleModified the topic to include details about moving an invoice back to draft stage
Splitting an InvoiceNew topic. New feature for this release.
Creating a Billing PlanModified topic. Included details about how payment term is applied from the account or account location
Defining Filter CriteriaModified topic. Updated the screenshots to reflect the latest angular UI.
Auto Apply Credit MemoNew topic. New feature for this release.
Creating Billing PlansNew Topic. New API introduced in this release.
DocumentTopicDescription
Summer 2018Understanding 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
Forecast Billing Schedules on the ProposalNew topic. New feature for this release.
Credit and RebillNew topic. New feature for this release.
Use Case: Milestone-based billingAdded a use case for the billing plan topic.
User Usage SchedulesModified the topic to include the new feature, Delayed Usage
No Credit on CancellationNew topic. New feature for this release.
PaymentsNew topic. New feature for this release.
Processing OptionsModified the topic to include the new feature, Override Credit Memo Template
Forecasting Billing SchedulesNew Topic. New API introduced in this release.
Creating Credit and RebillNew Topic. New API introduced in this release.