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Billing for Advantage Platform

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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)Conga CopilotCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral

Conga Product Documentation

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Billing for Advantage Platform

Forecast Billing Schedules

Forecast Billing

You can forecast the billing for new sales of one-time or recurring products, generate schedules or summaries, merge them into a proposal or order document, and send it to the customer. You can re-forecast with or without changing the dates, price, or billing frequency details. When you forecast a proposal, order, order line item, product configuration, or CPQ line item, the previous records are deleted, and new records are created with the latest forecast information.

The above summary is generated based on the value of the Forecast Billing Summary Criterion configured in the billing settings. A forecasted billing summary's criteria can be its ready-for-invoice date or the API name of the out-of-the-box or custom field. The criterion field must be of the Picklist, Lookup, or DateTime type. The default value is the Ready for Invoice Date.

The forecast billing summary is not generated if the Forecast Billing Summary Criterion is set to None in the billing settings. In this scenario the API only creates Forecast Billing Schedule Records.

Note:

The forecasted billing data is stored in the ForecastBillingScheduleRecord object.

Forecasting the Billing from Order Details

  • The order or any of its order line items are not active.
  • The price type is one-time or recurring.
  • The Forecast Billing Summary Criterion is set to a default value of Ready for Invoice Date or the API name of the field.
To forecast billing from the Order Details:
  1. Click the Order Number or Name from the list to display Order Details.
  2. Click Forecast.
    The Forecast page opens in a new tab showing the list of order line items and Forecast button. By default, Ready for Invoice Date is set as the forecast summary criterion. You can change this value from the Criterion dropdown box. To navigate back to order details, click the Go to Order button.
  3. Select one or multiple order line items to forecast the data.
  4. Click Forecast.
    A new page opens displaying the forecast data: Term Cycle, Total Forecast Fee, Total One-time fee, and Total Recurring Fee as individual cards on the top of the page. By default, the Summary tab, below the cards, is selected and the forecast billing summary (FBSM) is displayed in a tabular format at the bottom of the page. Select the Record tab to view the forecast billing schedule records (FBSR).
The forecast data for the order is generated. You can merge this data in the order document and send it for approval.

Forecasting the Billing from Cart

  • The Forecast (Cart Page) button is configured. For more information, see Configuring the Forecast Action on the Cart.
  • The proposal is not accepted.
  • The Bill To, Order, Start Date, End Date, Billing Preference, Quantity, Net Price, and Net Unit Price fields are populated for each line items.
  • The price type is one-time or recurring.
  • The Forecast Billing Summary Criterion is set to a default value of Ready for Invoice Date or the API name of the field.
To forecast billing from the Cart UI:
  1. Navigate to the Cart UI and click the ellipsis icon () next to the cart actions to open the additional options.
  2. Click Forecast (Cart Page).
    The Forecast page opens in a new tab showing the list of order line items and Forecast button. By default, Ready for Invoice Date is set as the forecast summary criterion. You can change this value from the Criterion dropdown box. To navigate back to cart UI, click the Go to Cart button.
  3. Select one or multiple line items to forecast the data.
  4. Click Forecast.
    A new page opens displaying the forecast data: Term Cycle, Total Forecast Fee, Total One-time fee, and Total Recurring Fee as individual cards on the top of the page. By default, the Summary tab, below the cards, is selected and the forecast billing summary (FBSM) is displayed in a tabular format at the bottom of the page. Select the Record tab to view the forecast billing schedule records (FBSR).
The forecast data from the cart is generated. You can merge this data in the quote and send it for approval.

Forecasting the Billing Using API

  • The order or any of the order line items is not active.
  • The proposal is not accepted.
  • The price type is one-time or recurring.
  • The Forecast Billing Summary Criterion is set to a default value of Ready for Invoice Date or the API name of the field. The criterion field must be of the Picklist, Lookup, or DateTime type.
  1. Call the Billing Management API,(https://<URL_of_the_Instance>/api/billing/v1/ schedules/forecast/{businessObjectType}/{businessObjectId}) for forecast billing.
    Note: Contact your administrator to create a button to call the billing services API.
  2. Enter the API input values in the payload:
    1. Transaction Source: Conga or External (not supported yet).
    2. Summary Criterion: Ready for Invoice Date or the API name of the field of Picklist, Lookup, or DateTime type.
    3. Business Object Type: Proposal, Order, OrderLineItem, ProductConfiguration, or LineItem.
    4. Business Object ID: Proposal, Order, OrderLineItem, ProductConfiguration, or LineItem IDs. The API returns the following response: 
      [
 {
"TransactionSource": "string",
"ForecastBillingRequests": [
{
"BusinessObjectType": "string",
"BusinessObjectId": "string"
}
],
"SummaryCriterion": "string"
}
  3. The API creates the forecast schedules and displays the data for the following fields:
    1. The ID of the forecasted BSR: The ID of the forecasted billing schedule record (FBSR).

    2. Name: This field is auto-numbered, for example, FBSR-000000206.

    3. Period Start Date: The period start date of the billing schedule record (BSR).
    4. Period End Date: The period end date of the BSR.

    5. Currency: The currency used in transactions.

    6. Forecasted Fee Amount: The actual fee amount of the BSR.
    7. Ready For Invoice Date: The ready for the invoice date of the BSR.
    8. Invoice Status: The invoice status of the BSR.
    9. Payment Term: The payment term on the BSR.
    10. Contracted: The contracted field on the billing header (BH) is True or False.

    11. Order: ID of the order.

    12. Line Item: ID of the line item (Null if Order is passed as business object type).

    13. Order Line Item: ID of the order line item.

    14. Product Configuration: ID of the product configuration.

    15. Product: ID of the product.

    16. Charge Type: Description of the fee that appears on the invoice.

    17. Bill To: Address of the person or company responsible for making the payment.

    18. Ship To: Shipping Address.

    19. Account Location: The region in which the account is located.

    20. Billing Rule: Bill in advance or bill in arrears.

    21. Billing Frequency: The frequency at which the schedules are generated.

    22. Price Type: One-time or recurring.

  4. The API generates the forecast billing summary based on the parameter of the Forecast Billing Summary Criterion in the Billing Settings. The forecast billing summary has the following fields:

    1. The ID of the forecast Billing Summary record: The ID of the forecasted billing summary (FBSM).

    2. Name: This field is auto-numbered, for example, FBSM-000000020.

    3. Criterion Name: The name of the criterion used to create the forecast summary.

    4. Criterion Value: The value of the criterion, for example, the invoicing date.

    5. Total Forecast Fee: The total fee amount that is forecasted.

    6. Total One-time Fee: The total fee of one-time products in the forecast.

    7. Total Recurring Fee: The total fee of recurring products in the forecast.

    8. Product Configuration: ID of the product configuration.

    9. Order: ID of the order.

    10. Currency: The currency used in transactions.

A new sale consisting of multiple products is in negotiation with a firm. The products or services have different prices, price types, and contract periods. The TCV (Sales) is USD 20,200.00.

As a sales rep, you configured the products in the cart. The cart line items are listed in the following table:

Line Item IDProductTypeNet PriceExpected Start DateExpected End DateBilling PreferenceBilling FrequencyBilling RuleHas a custom plan?
LI-001HardwareOne-timeUSD 1,500.0001-September-202431- August-2 025DefaultOne TimeBill In AdvanceNo
LI-002InstallationOne-timeUSD 1,500.0001-September-202430-September-2024DefaultOne TimeBill In ArrearsNo
LI-003Generic MaintenanceRecurringUSD 1,200.0001-September-202431-August-2025DefaultMonthlyBill In AdvanceNo
LI-004Maintenance during peak seasonRecurringUSD 700.0001-November-202431-January-2025DefaultQuarterlyBill In AdvanceNo
LI-005Special MaintenanceRecurringUSD 400.0001-September-202431-October-2024DefaultHalf YearlyBill In AdvanceNo
LI-006Special MaintenanceRecurringUSD 1,400.0001-February-202531-August-2025DefaultHalf YearlyBill In AdvanceNo

The customer wants to see the forecasted billing schedules in a document to have a better idea and understanding of the payment dates and fee amounts. As a sales rep, you call the forecast billing API from a CPQ cart (product configuration). The forecast billing schedules are generated as shown below:

NameProduct ConfigurationLine ItemProductPrice TypePeriod Start DatePeriod End DateForecasted Fee AmountReady for Invoice DateInvoice StatusPayment Term
FBSR-1Q-001LI-001HardwareOne-time01-September-202431-August-2025USD 15,000.0001-September-2024Pending BillingNET-30
FBSR-2Q-001LI-002InstallationOne-time01-September-202430-September-2024USD 1,500.0001-October-2024Pending BillingNET-0
FBSR-3Q-001LI-003Generic MaintenanceRecurring01-September-202430-September-2024USD 100.0001-September-2024Pending BillingNET-30
FBSR-4Q-001LI-003Generic MaintenanceRecurring01- October- 202431- October -2024USD 100.0001- October -2024Pending BillingNET-30
FBSR-5Q-001LI-003Generic MaintenanceRecurring01-November-202430-November-2024USD 100.0001-November-2024Pending BillingNET-30
FBSR-6Q-001LI-003Generic MaintenanceRecurring01-December-202431-December-2024USD 100.0001-December-2024Pending BillingNET-30
FBSR-7Q-001LI-003Generic MaintenanceRecurring01-January-202531-January-2025USD 100.0001-January-2025Pending BillingNET-30
FBSR-8Q-001LI-003Generic MaintenanceRecurring01-February-202528-February-2025USD 100.0001-February-2025Pending BillingNET-30
FBSR-9Q-001LI-003Generic MaintenanceRecurring01- March-2 02531- March- 2025USD 100.0001- March-2 025Pending BillingNET-3 0
FBSR-1 0Q-001LI-003Generic MaintenanceRecurring01- April-202 530- April-20 25USD 100.0001- April-20 25Pending BillingNET-3 0
FBSR-11Q-001LI-003Generic MaintenanceRecurring01- May-202 531- May-20 25USD 100.0001- May-20 25Pending BillingNET-3 0
FBSR-1 2Q-001LI-003Generic MaintenanceRecurring01- June-202 530- June-20 25USD 100.0001- June-20 25Pending BillingNET-3 0
FBSR-1 3Q-001LI-003Generic MaintenanceRecurring01- July-202 531- July-20 25USD 100.0001- July-202 5Pending BillingNET-3 0
FBSR-1 4Q-001LI-003Generic MaintenanceRecurring01- August-2 02531- August- 2025USD 100.0001- August- 2025Pending BillingNET-3 0
FBSR-15Q-001LI-004Maintenance during peakRecurring01-November-202431-January-2025USD 700.0001-November-2024Pending BillingNET-30
FBSR-16Q-001LI-005Special MaintenanceRecurring01-September-202431-October-2024USD 400.0001-September-2024Pending BillingNET-30
FBSR-17Q-001LI-006Special MaintenanceRecurring01-February-202531-July-2025USD 1,200.0001-February-2025Pending BillingNET-30
FBSR-18Q-001LI-006Special MaintenanceRecurring01-August-202531-August-2025USD 200.0001-August-2025Pending BillingNET-30

The Forecast Billing Summary Criterion is set to Ready for Invoice Date. As a sales rep, you called the forecast billing API. The API created the forecast billing summary as follows:

NameCriterion NameCriterion ValueTotal Forecast FeeTotal One-time FeeTotal Recurring FeeRemarks
FBSM-001Ready for Invoice Date01-September-2024USD 15,500.00USD 15,000.00USD 500.00FBSRs, FBSR-1, FBSR-3, and FBSR-16 are combined because their Ready for Invoice Date is 01-September-2024.
FBSM-002Ready for Invoice Date01-October-2024USD 1,600.00USD 1,500.00USD 100.00FBSR-2 and FBSR-4 are combined because their Ready for Invoice Date is 01-October-2024
FBSM-003Ready for Invoice Date01-November-2024USD 800.00USD 0.00USD 800.00FBSR-5 and FBSR-15 are combined because their Ready for Invoice Date date is 01-November-2024
FBSM-004Ready for Invoice Date01-December-2024USD 100.00USD 0.00USD 100.00
FBSM-005Ready for Invoice Date01-January-2025USD 100.00USD 0.00USD 100.00
FBSM-006Ready for Invoice Date01-February-2025USD 1,300.00USD 0.00USD 1,300.00FBSR-8 and FBSR-17 are combined because their Ready for Invoice Date is 01-February-2025
FBSM-007Ready for Invoice Date01-March-2025USD 100.00USD 0.00USD 100.00
FBSM-008Ready for Invoice Date01-April-2025USD 100.00USD 0.00USD 100.00
FBSM-009Ready for Invoice Date01-May-2025USD 100.00USD 0.00USD 100.00
FBSM-010Ready for Invoice Date01-June-2025USD 100.00USD 0.00USD 100.00
FBSM-011Ready for Invoice Date01-July-2025USD 100.00USD 0.00USD 100.00
FBSM-012Ready for Invoice Date01-August-2025USD 300.00USD 0.00USD 300.00FBSR-14 and FBSR-18 are combined because their Ready for Invoice Date is 01-August-2025

Regenerating the Forecast Summary

You can regenerate the forecast summary by supplying a different Summary Criterion. The summary criterion can be the API name of the out-of-the-box or custom field. The criterion field must be of the Picklist, Lookup, or DateTime type. To Regenerate the forecast summary:
  1. Call the Regenerate forecast API (https://<URL_of_the_Instance>/api/billing/v1/forecast/regenerate-forecast-summary).
    Note: Contact your administrator to create a button to call the billing services API.
  2. Enter the API input values in the payload:
    1. Summary Criterion: API name of the out-of-the-box or custom field. The criterion field must be of the Picklist, Lookup, or DateTime type.
    2. Business Object Type: Proposal, Order, OrderLineItem, ProductConfiguration, or LineItem.
    3. Business Object ID: Proposal, Order, OrderLineItem, ProductConfiguration, or LineItem IDs. The API returns the following response: 
      [
{
  "SummaryCriterion": "string",
  "ForecastBillingSummaryRequests": [
    {
      "BusinessObjectType": "string",
      "BusinessObjectId": "string"
    }
  ]
}
  3. The API regenerates the forecast billing summary based new Summary Criterion. The forecast billing summary has the following fields:

    • The ID of the forecast Billing Summary record: The ID of the forecasted billing summary (FBSM).

    • Name: This field is auto-numbered, for example, FBSM-000000020.

    • Criterion Name: The name of the criterion used to create the forecast summary.

    • Criterion Value: The value of the criterion, for example, the invoicing date.

    • Total Forecast Fee: The total fee amount that is forecasted.

    • Total One-time Fee: The total fee of one-time products in the forecast.

    • Total Recurring Fee: The total fee of recurring products in the forecast.

    • Product Configuration: ID of the product configuration.

    • Order: ID of the order.

    • Currency: The currency used in transactions.

August 25, 2025