Conga Product Documentation

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Initiate Billing

Billing is initiated after an Order or the Order Line Item (OLI) has been activated. To initiate billing, populate the Ready for Billing Date on the Order or the OLI records.

When billing is initiated, a Billing Header, Billing Schedule Records, and adjoining Billing Schedule Details are created.

To initiate billing for an order

When you initiate billing for an order, on successful execution, the API populates the Ready for Billing Date on the Order and the order line items (OLIs) underneath. For partially successful operation, the Ready for Billing Date is populated on the valid OLIs only.

To initiate billing for an order:

  1. Call the initiate billing API for an order (https://<URL_of_the_Instance>/api/billing/v1/schedules/{orderId}/initiate).
    Note: Contact your administrator to create a button to call the billing services API.
  2. Enter the API input parameters:
    • OrderID: ID of the Order.
    • ReadyForBillingDate: The date from when you want to initiate the billing.
The billing is initiated for the Order and a Billing Header, Billing Schedule Records, and Billing Schedule Details are created for all the valid OLIs under that Order.