The Billing Header acts as a placeholder that stores key information about the customer, product, and pricing. It is generated after the order is activated and billing is initiated. It pulls in all relevant data from the order line item or asset line item, depending on pricing configuration.
Note: For pricing information, a setting lets you fetch pricing details from the order line item or the line item (for existing Conga CPQ customers).
It is the first layer in Conga's three-layer billing architecture, followed by Billing Schedule Records and Billing Schedule Details. The Billing Header is the reference point for all subsequent billing schedule records and details, which break down the actual billing periods and amounts.
To view or manage billing headers, Log in to Conga Billing Management on the Advantage Platform. By default you land on the Billing Header list view page. The Billing Header list view displays a New badge for records created within the last 24 hours and a Modified badge for records updated within the last 24 hours, reflecting the most recent action.
Click the billing header name to view its status. The status appears next to the name: Active, Pending Activation, or Inactive. Color indicators accompany each status. The Billing Headers page displays a summary card with the key metrics (about subscription, customer, and revenue) and related schedule records:
Billing Headers with Contracted = True are eligible for invoicing, which is crucial for bundle products and complex configurations.
Click the Basic Details tab to display the following sections and fields:
Field Name
Help Text
Product and Billing Policy Information
Pricing Source
The source from where the pricing information of the product is derived. It can be an Order Line Item or an Asset Line Item. The default value is Order Line Item.
This is a read-only field and it references if the order line is created using the Conga CPQ. It serves as a source reference to track the billing throughout its lifecycle. If this field is populated, Billing fetches the Parent Order automatically.
Product
The name of the product that has been sold to the customer.
Proration Computation Method
Indicates the method to be used to compute the Actual Fee Amount for the prorated schedules of subscription billing products.
Billing Frequency
It indicates the cadence at which the product or service needs to be billed to the customer. It can be None, One-Time, Monthly, Quarterly, Half Yearly, or Yearly.
Billing Preference
It displays the customer billing policy preferences that apply to a transaction.
Billing Rule
Indicates whether the bill should be invoiced at the start of the period (in advance) or at the end (in arrears). It has the following values: Bill In Advance or Bill In Arrears. The default value is Bill In Advance.
Custom Plans
Indicates that the product or service will be billed in a customized fashion. If a product or service order line item has a custom plan, it supersedes the other billing parameters and is billed per the plan details.
Revenue Details
Billing Start Date
The current start date of the subscription for billing purposes.
Billing End Date
The current end date of the subscription for billing purposes.
Selling Term
The Term or duration of the current sales.
Parent Order Line Item
It displays the parent of the current order line item. If the current order line item itself is the parent, this column will be the same as the current order line item number.
Current Order Line Item
The current order line item tagged to the subscription.
Currency
The currency of the transaction. The currency can’t be changed in the mid-term.
Billable Amount from the Current Order Line
This is a read-only field and shows the transaction amount from the current OLI that the Billing engine has sourced to create new or additional schedule records. Generally, for a New Sale, the Net Price of the Order Line Item (OLI) is used to determine the billable amount. For the subscription management scenarios, the Delta Price from the ongoing OLI is used to determine the additional billable amount.
Quantity
The number of units of the product or service to be billed to the customer.
Net Unit Price
The Net Unit Price of the product or service. This value is derived from the order line item (OLI).
TCV (Sales)
The total contract value from the sale of the product/service until date. If there is an Asset Line Item (ALI) reference, this value will be the same as the TCV field on the ALI.
Total Invoiced Amount
It displays the total Fee Amount from the billing schedule records that have been invoiced so far.
Pending Invoice Amount
It displays the remainder of the TCV (Sales) that hasn’t been invoiced yet.
Total Adjusted Amount
This displays the total value from the billing schedule details manually created under this billing header. i.e., Manual billing schedule details with a category as Adjustment and are approved.
Total Bill Including Adjustments
The sum of TCV (Sales) and Total Adjusted Amount.
User Details
Created Date
The date when the billing header is created
Created By
ID from which the billing header is created
Modified Date
The date when the billing header was last modified
