What's New in Billing for Advantage Platform Documentation
The following section lists changes in the documentation to support each release.
202609.2.0
These features are preview released on 5 October 2026.
Topic | Description |
|---|---|
| Creating a New Payment Term. | Payment Term Enhancements |
Oct '26
These features are released on 5 October 2026.
Topic | Description |
|---|---|
| Billing UIUX: Support for Custom Plans, Plan Templates, Billing Preferences, Payment Terms, Creation of Invoice Split Criteria, Usage Management, and Forecast Billing | |
| Applying Credit Memos to Invoices | |
| Consumption Billing: Cloning Usage Inputs, Enhanced Rating, and Billing Header Updates | |
| Billing API Enhancements |
202609.1.0
These features are released on 5 October 2026.
Topic | Description |
|---|---|
| Forecast Billing from Quote and all Carts |
202608.3.0
These features are released on 21 September 2026.
Topic | Description |
|---|---|
| Custom Plan Template Creation from Manual Custom Plan | |
| Parameters or Rules for Plan Line Items. | Milestone Expected Date Validation Update for Custom Plans |
| Creating Usage Inputs. | Multiple Row Entry for Usage Inputs |
| Forecasting the Billing from Order. | Forecast Billing Initiation from Order Details UI |
202608.2.0
These features are released on 7 September 2026.
Topic | Description |
|---|---|
| Custom Plan Configuration from Cart | |
| Developer Hub. | Support for Taxable, IsTaxInclusive, and TaxCode Fields on Invoice Line Items |
| Invoice Line Items. | Invoice Line Item Tax Breakup Related List |
| Developer Hub. | Invoice and Invoice Line Item Tax Calculation: Multiple Tax Breakup Support |
| Editing a Custom Plan. | Support for Editing Custom Plans Before Billing Generation |
| Use Case: Custom Plan Workflow on Agreement. | Support for Editing Custom Plans via API Before Agreement Activation |
| Developer Hub. | New Get Tax API for Estimated and Committed Tax Calculation |
| Payment Term Management Actions from the UI | |
| Split Criteria Management from the User Interface |
202608.1.0
These features are released on 24 August 2026.
Topic | Description |
|---|---|
| Use Case: Custom Plan Workflow on Agreement. | Custom Plan Search and Delete API Support |
| Developer hub. | API Support for Automatic Credit Memo Application to Oldest Invoice First |
| Support for Clone, Edit, and Delete Usage Inputs from UI | |
| Payment Term Creation and Management for Finance Administrators | |
| Billing Preference Creation and Management for Finance Administrators |
202607.2.0
These features are released on 10 August 2026.
Topic | Description |
|---|---|
| Use Case: Custom Plan Workflow on Agreement. | API for Custom Plans Creation from Agreement Header |
| Use Case: Create an Invoice Run Request. | API to Apply Credit Memos to Invoices During Invoice Creation Request Processing |
| Creating New Usage Inputs. | Single Usage Input Creation from UI |
| Activating or Inactivating Preferences. | Billing Preference Activation and Inactivation UI |
202606.2.0
These features are released on 13 July 2026.
Topic | Description |
|---|---|
| Custom Plan Details. | Custom Plan Detail View |
| Use Case: Custom Plan Workflow on Proposal. | API for Creating Custom Billing Plans from Proposal Header |
| Activating or Inactivating Custom Plan Templates. | Custom Plan Template Activation and Inactivation from Detail View |
| Edit Custom Plans after Billing Generation. | Edit Custom Plans API: Edit Milestone-Based Custom Plans After Billing Header Creation |
| Custom Plan Template Details. | Plan Template Detail View for Administrators and Users |
| Editing a Custom Plan. | Edit Custom Plan from Details Page |
202606.2.0
Published 30 Jun 2026.
| Topic | Description |
|---|---|
| Custom Plan Template Details | New topic. New feature for this release. |
| Activating or Inactivating Custom Plan Templates | Revised topic to include activating or inactivating a plan template from the Details page. |
| Custom Plan Details | New topic. New feature for this release. |
| Editing a Custom Plan | Revised topic to include editing a Custom Plan from Custom Plan Details Page. |
| Use Case: Custom Plan Workflow on Proposal | New topic. New feature for this release. |
| Edit Custom Plans after Billing Generation | New topic. New feature for this release. |
202606.1.0
Published 15 Jun 2026.
| Topic | Description |
|---|---|
| Rated Amount Calculation Using Tier-Level Discounts and Markups | New topic. New feature for this release. |
| Creating a Custom Plan Template | New topic. New feature for this release. |
| Creating a Custom Plan Using Plan Template | New topic. New feature for this release. |
| Creating Direct Custom Plan | New topic. New feature for this release. |
202605.2.0
Published 2 Jun 2026.
| Topic | Description |
|---|---|
| Custom Plan Templates Overview | New topic. New feature for this release. |
| Activating or Inactivating Custom Plan Templates | New topic. New feature for this release. |
| Custom Plan Overview | New topic. New feature for this release. |
| Deleting a Custom Plan | New topic. New feature for this release. |
| Custom Plan Line Amount as Actual Fee | New topic. New feature for this release. |
202605.1.0
Published 26 May 2026.
| Topic | Description |
|---|---|
| Change: Quantity Sub-Menu Operation | New topic. New feature for this release. |
| Change: Configuration Sub-Menu Operation | New topic. New feature for this release. |
| Invoice Creation Request | New topic. New feature for this release. |
| Initiating an Invoice Creation Request | New topic. New feature for this release. |
| Setting Up Processing Options | New topic. New feature for this release. |
| Configuring Credit Memo Options | New topic. New feature for this release. |
| Adding Filter Criteria | New topic. New feature for this release. |
| Scheduling Options | New topic. New feature for this release. |
| Cloning an Invoice Creation Request | New topic. New feature for this release. |
| Editing an Invoice Creation Request | New topic. New feature for this release. |
| Create Credit Memo Option | New topic. New feature for this release. |
| Invoice Creation Request Results | New topic. New feature for this release. |
| Invoice Creation Request Results Details | New topic. New feature for this release. |
| Invoices | New topic. New feature for this release. |
| Invoice Overview | New topic. New feature for this release. |
| Invoice Line Items | New topic. New feature for this release. |
| Credit Memo UI page | New topic. New feature for this release. |
| Credit Memo Overview | New topic. New feature for this release. |
| Credit Memo Line Items | New topic. New feature for this release. |
| Consumption Billing Overview | New topic. New feature for this release. |
| Use Case: Consumption Based Billing Workflow | New topic. New feature for this release. |
| Creating a Direct Custom Plan | Revised the topic to include note related to cart warning. |
| Editing a Custom Plan | New topic. New feature for this release. |
| Deleting a Custom Plan | New topic. New feature for this release. |
| Billing Settings | Revised the topic to include more settings. |
| Billing Schedule Records | Revised the topic to include information about Hide Superseded billing schedules. |
| Populate Payment Term on Billing Schedule Records | Revised the topic to include information about populating payment term after an ABO. |
202601.2.0
Published 07 Feb 2026.
| Topic | Description |
|---|---|
| Change in the Billing Rule | Enhanced the topic. |
| Change in the Payment Term | Enhanced the topic. |
| Change in Billing Policy/Preference | Enhanced the topic. |
| Use Case: Sync Preference changes during ABO | New topic. New feature for this release. |
| Compliance Requirement for Payment Term | Added new rules to the topic. |
| Switch from regular to custom billing | Introduced new parameter Bill the Un-billed and Un-invoiced to Billing Amount Criterion field for term based custom plans. |
| Use Case: Term Based Custom Plan for Change Operation | Introduced new parameter Bill the Un-billed and Un-invoiced to Billing Amount Criterion field for term based custom plans. |
| Use Case: Create an Invoice Run Request | New topic. New feature for this release. |
202510.2.0
Published 05 Nov 2025.
| Topic | Description |
|---|---|
| Change in the Billing Rule | New topic. New feature for this release. |
| Change in the Payment Term | New topic. New feature for this release. |
| Change in Preference | New topic. New feature for this release. |
| Compliance Requirement for Payment Term | Added new rules to the topic. |
| Switch from regular to custom billing | Introduced new parameter Bill the Un-billed and Un-invoiced to Billing Amount Criterion field for term based custom plans. |
202509.1.0
Published 29 Sep 2025.
| Topic | Description |
|---|---|
| Switch from custom to regular billing | New topic. New feature for this release. |
| Switch from regular to custom billing | New topic. New feature for this release. |
202508.1.0
Published 11 Aug 2025.
| Topic | Description |
|---|---|
| Leap Year Amendment Scenarios | New topic. New feature for this release. |
| Multiple Amendments Involving Calendar Cycle Start and Billing Day of Month | Revised the topic to include effect of Calendar Cycle Start and Billing Day of Month on amendment. |
| Forecasting Billing | Revised the topic to include forecasting from Order Details UI and Cart UI. |
| Billing Header | Revised the topic to include the newly introduced setting. |
| Effect of Billing Day of Month on Fee Calculation | Created a new topic to include the effect of Billing Day of Month on schedule records' fee calculation. |
202507.1.0
Published 14 Jun 2025.
| Topic | Description |
|---|---|
| Evergreen Subscription Renewal at End of the Month | New topic. New feature for this release. |
| Subscription Renewal with a New Calendar Cycle Start Month | Revised the topic to include effect of change in Calendar Cycle Start on Renewal. |
| Use Case: Term-Based Custom Plan for Change Operation | Revised the topic to support amendment with a new custom plan. |
| Parameters for Plan Header | Revised the topic to include the newly introduced setting. |
202506.1.0
Published 20 Jul 2025.
| Topic | Description |
|---|---|
| ABO for Assets with Existing Status | New topic. New feature for this release. |
| Custom Billing of Bundle Products | New topic. New feature for this release. |
| Completing the Milestone from the UI | Added new topic under the milestone custom plan. |
202505.1.0
Published 2 Jun 2025.
| Topic | Description |
|---|---|
| Creating Custom Plan Using Plan Template | Revised the topic to add UI elements |
| Asset Based operation for Bundle Products | New topic. New feature for this release. |
| Configuring Bundle products | New topic. New feature for this release. |
| Custom Plans for Asset Based Ordering | New topic. New feature for this release. |
| Adjusting the Billing Amount with Manual Entries | Revised the topic to update the API details. |
| Managing the Approval Status of Adjustment Billing Schedule Details | Revised the topic to update the API details. |
| To edit a custom plan template | Created a new topic to edit a custom plan template from the UI. |
| To initiate billing for an order | New topic. New feature for this release. |
| Editing a Custom Plan | Revised the topic to add the steps to edit a custom plan from UI. |
| Configuring Manage Custom Plan Action | New topic. New feature for this release. |
| Creating a Direct Milestone Custom Plan | Revised the topic to add the steps to create a direct Milestone custom plan from UI. |
| Creating a Direct Term-based Custom Plan | Revised the topic to add the steps to create a direct Term-based custom plan from UI. |
| To preview billing metrics for info operation | Created a new topic to preview billing metrics for Info operation. |
| Amending the Billing Frequency | New topic. New feature for this release. |
| Change in frequency with calendar cycle | New topic. New feature for this release. |
202501.2.0
Published 20 Feb 2025.
| Topic | Description |
|---|---|
| Billing User Interface | New topic. New UI for billing users. |
| 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. |
| Configuring Auto-Numbering | 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
Published 27 Sep 2024.
| Topic | Description |
|---|---|
|
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
Published 12 Jun 2024.
| Topic | Description |
|---|---|
|
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
Published 07 Feb 2024.
| Topic | Description |
|---|---|
|
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
Published 04 Oct 2023.
| Topic | Description |
|---|---|
|
All Topics |
New documentation is added in this release. |