What's New in Billing Documentation
This section lists changes in the documentation to support each release.
202501.2.0
| Document | Publication Date | Topic | Description |
|---|---|---|---|
| 202501.2.0 | 20 Feb 2025 | Creating a Direct Term-based Custom Plan | Revised the topic to include the rule, when the Periods Needed is On. |
| Forecast Billing for Change Operation | New topic. New feature for this release. | ||
| Forecast Billing for Renewal | New topic. New feature for this release. | ||
| Forecast Billing for Canceled Assets | New topic. New feature for this release. | ||
| Multiple Amendments on a Single Asset - Monthly Billing | New topic. New feature for this release. | ||
| Multiple Amendments with Calendar Cycle Start | New topic. New feature for this release. | ||
| Billing Admin User Interface | New topic. New feature for this release. | ||
| To Navigate to the Custom Plan Templates Page | UI page to navigate to custom plan template page. | ||
| To Create a Plan Template | UI page to create a cutsom plan template. | ||
| Custom Plan Details | UI page to view the custom plan details | ||
| To Clone a Custom Plan Template | UI page to clone a custom plan template | ||
| Set Up Billing Preference | Revised the topic to relocate the table | ||
| To Navigate to the Preferences Page | UI page to navigate to preferences page | ||
| Cloning a Preference | UI page to clone a preference |
202409.1.0
|
Document |
Publication Date |
Topic |
Description |
|---|---|---|---|
|
202409.1.0 |
27 Sep 2024 |
One-time Product - Contract Term Remains Unchanged |
New topic. New feature for this release. |
|
One-time Product - Contract Term is Changed |
New topic. New feature for this release. | ||
|
Querying Custom Plan and Its Line Items |
Revised the topic to amend the URL of the API. | ||
|
Recurring Product - Quarterly Billing with Overlapping Period - Contract Term and TCV (Sales) Remains Unchanged |
New topic. New feature for this release. | ||
|
Recurring Product - Quarterly Billing with Overlapping Period - Contract Term, TCV (Sales), or Both are Changed |
New topic. New feature for this release. | ||
|
Recurring Product - Quarterly Billing Without Overlapping Period - Contract Term and TCV (Sales) Remains Unchanged |
New topic. New feature for this release. | ||
|
Recurring Product - Quarterly Billing Without Overlapping Period - Contract Term, TCV (Sales), or Both are Changed |
New topic. New feature for this release. | ||
|
Yearly Billing Without Proration and Without Period Overlapping - Contract Term and TCV (Sales) Remains Unchanged |
New topic. New feature for this release. | ||
|
Recurring Product - Yearly Billing Without Proration and Period Overlapping - Contract Term, TCV (Sales), or Both are Changed |
New topic. New feature for this release. | ||
|
Recurring Product - Multi-year Billing without Proration - Contract Term and TCV (Sales) remains unchanged |
New topic. New feature for this release. | ||
|
Recurring Product - Multi-year Subscription With One-time Billing and Without Proration - Contract Term, TCV (Sales), or Both are Changed |
New topic. New feature for this release. | ||
|
Advancing the Contract Dates of Evergreen Products |
New topic. New feature for this release. | ||
|
Editing a Custom Plan |
New topic. New feature for this release. | ||
|
Querying Custom Plan and Its Line Items |
New topic. New feature for this release. | ||
|
Forecast Billing for Order Line Items and Line Items (CPQ) |
New topic. New feature for this release. | ||
Rounding the Decimal Values for Renewals and Amendments | Revised the topic to add:
| ||
Deleting Adjustment Billing Schedule Details | New topic. New feature for this release. | ||
Auto-updating the Approval Status to Cancelled | New topic. New feature for this release. | ||
Managing the Approval Status of Adjustment Billing Schedule Details | New topic. New feature for this release. | ||
Billing Metrics | New topic. New feature for this release. | ||
Rounding the Decimal Values for Renewals and Amendments | New topic. New feature for this release. | ||
About Advancing the Term of Evergreen Products | New topic. New feature for this release. | ||
Advancing the Term of One-Time Products | New topic. New feature for this release. | ||
Advancing the Term of Recurring Products Without Overlapping Periods | New topic. New feature for this release. | ||
Advancing the Term of Recurring Products Having Calendar Cycle Start Month | New topic. New feature for this release. | ||
Understanding the Swap Functionality | New topic. New feature for this release. | ||
Populating the Payment Term on the Billing Schedule Records | New topic. New feature for this release. | ||
Renewing the Billing With a Different Custom Plan | New topic. New feature for this release. | ||
Updating the Default Payment Term | New topic. New feature for this release. | ||
Billing Records for Change in Term | New topic. New feature for this release. | ||
Payment Term | New topic. New feature for this release. | ||
Renewing the Billing Without a Custom Plan | New topic. New feature for this release. | ||
Renewing the Billing With a Custom Plan | New topic. New feature for this release. |
202405.2.0
|
Document |
Publication Date |
Topic |
Description |
|---|---|---|---|
|
202405.2.0 |
12 Jun 2024 |
Full-Term Cancellation of Products |
Revised the topic to add information about cancellation and proration of adjustments during cancellation. |
|
Mid-Term Cancellation of Products |
New topic. New feature for this release. | ||
|
Mid-Term Cancellation Within the Billing Period |
New topic. New feature for this release. | ||
|
Billing Records for Change in Price |
New Topic. New Feature for this release. | ||
|
Change Action for Always Superseding |
New Topic. New Feature for this release. | ||
|
Change Action for Minimizing the Superseding |
New Topic. New Feature for this release. | ||
|
Updating the Fields on the Billing Header for Evergreen Products |
New Topic. New Feature for this release. | ||
|
Splitting a Billing Schedule Record |
Revised the topic to include split by Term. | ||
|
Renewing the Billing of a Product |
Revised the topic to add information about price type and subsequent renewal. | ||
|
Managing Assets |
Revised the topic to add information about managing assets on the Conga Platform. | ||
|
Creating a Direct Milestone Custom Plan |
New Topic. New Feature for this release. | ||
|
Creating a Custom Plan |
Revised the topic to add the following sections:
| ||
|
Billing Evergreen Products |
Revised the topic to include the concept of Pricing Source. | ||
|
One-Time Billing for Recurring Products |
Revised the topic to include the concept of Pricing Source. | ||
|
Billing One-Time Products |
Revised the topic to include the concept of Pricing Source. | ||
|
Managing Pricing Source |
New Topic. New Feature for this release. |
February '24
|
Document |
Publication Date |
Topic |
Description |
|---|---|---|---|
|
February '24 |
07 Feb 2024 |
Splitting a Billing Schedule Record |
New topic. New feature for this release. |
|
Splitting and Distributing the Billing Amount |
New topic. New feature for this release. | ||
|
Adjusting the Billing Amount With Manual Entries |
New topic. New feature for this release. | ||
|
Creating a Billing Plan Template |
New topic. New feature for this release. | ||
|
Setting Billing Header to Contracted |
New topic. New feature for this release. | ||
|
Creating a Custom Plan |
New topic. New feature for this release. | ||
|
Renewing the Billing of a Product |
New topic. New feature for this release. | ||
|
Full Term Cancellation of Billing Schedule Records |
New topic. New feature for this release. | ||
|
Billing Evergreen Products |
New topic. New feature for this release. | ||
|
Changing the Status of Billing Schedule Records |
New topic. New feature for this release. |
October '23
|
Document |
Publication Date |
Topic |
Description |
|---|---|---|---|
|
October '23 |
04 Oct 2023 |
All Topics |
New documentation is added in this release. |
