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What's New
The following table lists changes in the documentation to support each release.
Document | Topic | Description |
---|---|---|
Summer 2020 | Invoice Life Cycle | Modified topic. Added information about processing large invoices. |
Understanding Proration | Modified topic. Removed deprecated proration treatment, Combine with the First Period. | |
From Invoice | Modified topic. Updated the procedure to reflect the new UI. | |
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. | |
Winter 2019 | Billing Plans from Cart | New topic. New feature for this release. |
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. | |
Summer 2019 | 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 Input | 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. | |
Invoice Run | 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. | |
Spring 2019 | 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. | |
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. | |
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. | |
Winter 2018 | 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. | |
Summer 2018 | 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. | |
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 |