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

DocumentTopicDescription
Winter 2020




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 TermModified topic. Added information about Apply Adj To Current Contract Term setting.
Summer 2020


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. 
Winter 2019









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. 
Summer 2019







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.
Spring 2019







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.
Winter 2018



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.
Summer 2018





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