In these release notes, you can find packages, requirements, features, enhancements, fixed issues, and known issues for the Conga Billing on Conga Platform 202405.2.0 release. For documentation updates, see What's New in Billing Documentation.

This documentation may describe optional features for which you have not purchased a license; therefore, your solution or implementation may differ from what is described here. Contact your Customer Success Manager (CSM) or Account Executive (AE) to discuss your specific features and licensing.

New Features and Enhancements

In this release, Conga CLM offers the following new features and enhancements.

Supporting Full Term Cancellation of Products

Conga Billing now supports the full-term cancellation of a one-time, recurring, or evergreen product or service when the billing schedule records for the cancellation period are either invoiced or not invoiced. 

For more information, see Full Term Cancellation of Billing Schedule Records.

Supporting Mid-Term Cancellation of  the Schedules

Conga Billing now supports the mid-term or partial cancellation of a one-time, recurring, or evergreen product or service when the billing schedule records for the cancellation period are either invoiced or not invoiced. 

For more information, see Mid-Term Cancellation at Period Start Date.

Supporting Mid-Period Cancellation of Products

Conga Billing now supports the mid-period cancellation of a product or a service. The impacted billing schedule record is superseded during partial cancellation and two new billing schedule records are created. 

For more information, see Mid-Term Cancellation Within the Billing Period.

Creating Incremental Delta Schedules for the Cancellation of Products

Conga Billing now supports the creation of incremental delta schedules for the cancellation of a product or a service for either the full-term or mid-term of the billing period when the impacted schedule is in Pending Billing status.

For more information, see Full Term Cancellation of Billing Schedule Records, Mid-Term Cancellation at Period Start Date, and Mid-Term Cancellation Within the Billing Period.

Supporting Proration of Adjustments During the Cancellation of Products

Conga Billing now supports the proration of adjusted amounts for refunds during the cancellation of products. The behavior varies widely from refunding either the full adjustment amount, partial adjustment amount, or no refund of the adjustment amount depending on the type of cancellation. 

For more information, see Full Term Cancellation of Billing Schedule Records, Mid-Term Cancellation at Period Start Date, and Mid-Term Cancellation Within the Billing Period.

Enabling the Billing of One-Time CPQ Line Items

Conga Billing now supports the billing of one-time asset line items that are created using CPQ.

For more information, see Billing One-Time Products.

Supporting Billing of Evergreen CPQ Line Items

Billing now supports the billing of evergreen asset line items that are created using CPQ.

For more information, see Billing Evergreen Products.

Supporting Billing of Recurring CPQ Line Items

Billing now supports the billing of standalone and one-time recurring asset line items that are created using CPQ.

For more information, see Billing Recurring Products and One-Time Billing for Recurring Products.

Enabling the Creation of Milestone Custom Plan Without Using a Plan Template

You can create direct milestone custom plans on the fly without using any plan template. The direct plans are in Active status when created. You can create a direct milestone custom plan for an order line item or a set of order line items containing One-Time or Recurring products. The direct plans are in Active status when created. 

For more information, see Creating a Direct Milestone Custom Plan.

Updating the Billing Header of the Products

Conga Billing now supports updating fields on the billing header due to the rolling up of the fee amounts resulting from the creation of new records under the billing header. The new records may be either created because of auto-renewal functionality, or new Billing Schedule Details (BSDs) introduced to adjust the miscellaneous charges. Also when the billing rule is changed during the renewal of a product or service, Conga Billing updates the Billing Rule field on the billing header and populates the Ready for Invoice Date field accordingly on the billing schedule records created for the renewal period.

For more information, see Updating the Billing Header Fields on Renewal.

Supporting Different Pricing Sources

Conga Billing provides you the flexibility to select the pricing source as an order line item or asset line item. Based on the pricing source chosen in the Billing Settings, the pricing information can be fetched either from the order line item or asset line item. If the pricing source is set to order line item, Billing fetches all the information, including the pricing information, to create the billing header, from the order line item. If the pricing source is an asset line item, during the creation of the billing header, Billing fetches the pricing information from the asset line item associated with the order line item.

For more information, see Managing Pricing Source.

Supporting Querying and Completion of Milestone Billing Schedule Details (BSDs)

Conga Billing now enables you to query the milestone-type BSDs using Order Line Item, Billing Header, or Billing Schedule Records as the filter criteria. You can complete the milestone for the desired BSD from the filter result.

Implementation teams can use these APIs to query the milestone BSDs based on Order Line Item by providing relevant details. The following APIs are delivered in this release:

  • Get: /api/billing/v1/milestone/order-line-item
  • Get: /api/billing/v1/milestone/order-line-item/{orderLineItemId}


Implementation teams can use these APIs to query the milestone BSDs based on the billing header by providing relevant details. The following APIs are delivered in this release:

  • Get: /api/billing/v1/milestone/header
  • Get: /api/billing/v1/milestone/header/{billingHeaderId}

Implementation teams can use these APIs to query the milestone BSDs based on the schedule records by providing relevant details. The following APIs are delivered in this release:

  • Get: /api/billing/v1/milestone/schedule-record
  • Get: /api/billing/v1/milestone/schedule-record/{scheduleRecordId}

Implementation teams can use this API to complete the milestone BSDs by providing relevant details.

Put: /api/billing/v1/milestone/complete

For more information, see Creating a Custom Plan and Creating a Direct Milestone Custom Plan.

Supporting Price Change for Asset Based Ordering

Conga Billing now enables you to perform amendments on the net price of the subscription through a "Change" operation. Billing receives the Change information from an asset line item or order line item and updates the changes on the billing header.

For more information, see Billing Records for Change in Price, Change Action for Minimizing the Superseding, and Change Action for Always Superseding.

Enabling Renewal of Products

Conga Billing enables you to renew the billing of a product. During the renewal of a product or service, new billing schedule records are created for the renewal period as indicated on the order line item. If any schedules are still in pending status from the previous sale, they remain as is and are not impacted by the renewal process.

For more information, see Renewing the Billing of a Product.

Split Billing

Billing now enables you to split the billing schedule records to accommodate the customer's request to adjust the billing amount of a particular billing period into smaller payments. You can now split the billing by Term. 

For more information, see Splitting a Billing Schedule Record.

Ability to Retrieve the Billing Preference by Name

Conga Billing now supports retrieval of the billing preference by its name as populated in the Name field.

Fixed Issues

There are no fixed issues in this release.

Known Issues

There are no known issues in this release.

DOC ID: BILRLP202405.2.0RN20240614