home

Billing for Advantage Platform

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)CPQ 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 NotesGeneralDocs by Release
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)CPQ 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 NotesGeneralDocs by Release

Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Show Contents

Show Page Sections

Billing for Advantage Platform

Multiple Amendments on an Asset

Amending the Billing Frequency

A subscription with a quarterly billing frequency is sold for three years with a TCV (Sales) of USD 13,200.00. The contract start date is 01 January 2025, and the end date is 30 September 2027. The quantity is two, and the quarterly net unit price is USD 1,200.00.

The Billing is initiated to create a billing header and 11 billing schedule records (BSRs).

New Sale

The Billing header for the new sale is as follows:

BH IDCurrent OLIParent OLIBilling FrequencyBilling Start DateBilling End DateTCV (Sales)Net Unit PriceQuantityBillable Amount for Current OLITotal Invoiced AmountPending Invoice AmountStatus
BH-1OLI-1OLI-1Quarterly01-January-202530-September-2027USD 13,200.00USD 1,200.002USD 0.00USD 0.00USD 13,200.00Active

The billing schedule records and billing schedule details for new sales are:

BSR IDBSD IDRecord TypePeriod Start DatePeriod End DateActual Fee AmountInvoice Status
BSR-1BSD-1Regular01-January-202531-March-2025USD 1,200.00Pending Billing
BSR-2BSD-2Regular01-April-202530-June-2025USD 1,200.00Pending Billing
....................... ....
BSR-11BSD-35Regular01-July-202730-September-2027USD 1,200.00Pending Billing
The asset is amended to change the frequency, discussed as follows:

  • Billing frequency is changed to higher value. This is discussed in use case 1.

  • Billing frequency is changed to lower value. This is opposite of the previous one and is not elaborated in this document.

  • Billing frequency is changed mid-term. This is discussed in use case 2.

Use Case 1: Billing Frequency is Changed to a Higher Value

The subscription is amended to change the billing frequency to a higher value. The start date is advanced by three months and the end date is postponed by the same period. The new start and end dates are 01-October-2024 and 31-December-2027. The billing frequency is changed from Quarterly to Yearly.

The Billing header after the amendment is as follows:

BH IDCurrent OLIParent OLIBilling FrequencyBilling Start DateBilling End DateTCV (Sales)Net Unit PriceQuantityBillable Amount for Current OLITotal Invoiced AmountPending Invoice AmountStatus
BH-1OLI-2OLI-1Yearly01-October-202431-December-2027USD 15,600.00USD 2,400.002USD 2,400.00USD 0.00USD 15,600.00Active

Superseding the Schedules during Asset Management is set to Minimize. Since the billing frequency is changed, new BSRs are created driven by the new billing frequency and the existing BSRs are superseded:

BSR IDRecord TypePeriod Start DatePeriod End DateActual Fee AmountInvoice StatusRemarks
BSR-12Regular01-October-202430-September-2025USD 4,800.00Pending BillingNew BSR
BSR-13Regular01-October-202530-September-2026USD 4,800.00Pending BillingNew BSR
BSR-14Regular01-October-202630-September-2027USD 4,800.00Pending BillingNew BSR
BSR-15Regular01-October-202731-December-2027USD 1,200.00Pending BillingNew BSR
BSR-1Regular01-January-202531-March-2025USD 0.00SupersededFee is rolled-up from BSD-1 and counter BSD-1.a
BSR-2Regular01- April-202530- June -2025USD 0.00SupersededFee is rolled-up from BSD-2 and counter BSD-2.a
BSR-3Regular01- July-202530-September-2025USD 0.00SupersededThe fee is rolled-up from BSD-3 and Counter BSD-3.a.
BSR-4Regular01- October-202531-December-2025USD 0.00SupersededThe fee is rolled-up from BSD-4 and Counter BSD-4.a.
.................... .......
BSR-11Regular01-July-202730-September-2027USD 0.00SupersededFee is rolled-up from BSD-11 and counter BSD-11.a

The BSDs are:

BSD IDBSR IDRecord TypeCategoryPeriod Start DatePeriod End DateActual Fee AmountInvoice StatusRemarks
BSD-12BSR-12RegularFee01-October-202430-September-2025USD 4,800.00Pending New BSD
BSD-13BSR-13RegularFee01-October-202530-September-2026USD 4,800.00PendingNew BSD
BSD-14BSR-14RegularFee01-October-202630-September-2027USD 4,800.00PendingNew BSD
BSD-15BSR-15RegularFee01-October-202731-December-2027USD 1,200.00PendingNew BSD
BSD-1BSR-1RegularFee01-January-202531-March-2025USD 1,200.00SupersededExisting BSD
BSD-1.aRegularFee01-January-202531-March-2025(USD 1,200.00)SupersededCounter BSD for BSD-1
BSD-2BSR-2RegularFee01-April-202530- June -2025USD 1,200.00SupersededExisting BSD
BSD-2.aRegularFee01-April-202530- June -2025(USD 1,200.00)SupersededCounter BSD for BSD-2
BSD-3BSR-3RegularFee01-July-202530-September-2025USD 1,200.00SupersededExisting BSD
BSD-3.aRegularFee01-July-202530-September-2025(USD 1,200.00)SupersededCounter BSD for BSD-3
BSD-4BSR-4RegularFee01- October-202531-December-2025USD 1,200.00SupersededExisting BSD
BSD-4.aRegularFee01- October-202531-December-2025(USD 1,200.00)SupersededCounter BSD for BSD-4
........................... .......
BSD-11BSR-11RegularFee01-July-202730-September-2027USD 1,200.00SupersededExisting BSD
BSD-11.aRegularFee01-July-202730-September-2027(USD 1,200.00)SupersededCounter BSD for BSD-11

When the setting Superseding the Schedules during Asset Management is set to Always Supersede, all the existing BSRs are superseded and new BSRs are created. This scenario is easy to understand and is not depicted here.

Use Case 2: Billing Frequency is Changed Mid-term

The subscription undergoes amendments where the quantity is increased to three, a discount of 5% is offered on the net unit price, and the billing frequency is changed from Quarterly to One-time. The start and end dates are 01-January-2025 and 30-September-2027.

Following settings are enabled at the Billing Settings and Preference level:

  • Superseding the Schedules during Asset Management is set to Minimize.

  • Proration Computation Method is set to Calendar Days of First Month.

  • Billing Day of Month is set to 15.

The Billing header after the amendment is as follows:

BH IDCurrent OLIParent OLIBilling FrequencyBilling Start DateBilling End DateTCV (Sales)Net Unit PriceQuantityBillable Amount for Current OLITotal Invoiced AmountPending Invoice AmountStatus
BH-1OLI-5OLI-1Yearly01-January-202530-September-2027USD 18,810.00USD 2,280.003USD 5,610.00USD 0.00USD 18,810.00Active

Although the billing frequency is set to One-time, two new BSRs are created due to the enablement of the settings Proration Computation Method and Billing Day of Month:

BSR IDRecord TypePeriod Start DatePeriod End DateActual Fee AmountInvoice StatusRemarks
BSR-12Regular01-January-202514-January-2025USD 257.42Pending BillingNew BSR
BSR-13Regular15-January-202530-September-2027USD 1,8552.58Pending BillingNew BSR
BSR-1Regular01-January-202531-March-2025USD 0.00SupersededFee is rolled-up from BSD-1 and counter BSD-1.a
BSR-2Regular01- April-202530- June -2025USD 0.00SupersededFee is rolled-up from BSD-2 and counter BSD-2.a
BSR-3Regular01- July-202530-September-2025USD 0.00SupersededThe fee is rolled-up from BSD-3 and Counter BSD-3.a.
BSR-4Regular01- October-202531-December-2025USD 0.00SupersededThe fee is rolled-up from BSD-4 and Counter BSD-4.a.
.................... .......
BSR-11Regular01-July-202730-September-2027USD 0.00SupersededFee is rolled-up from BSD-11 and counter BSD-11.a

The BSDs are:

BSD IDBSR IDRecord TypeCategoryPeriod Start DatePeriod End DateActual Fee AmountInvoice StatusRemarks
BSD-12BSR-12RegularFee01-January-202514-January-2025USD 257.42Pending New BSD
BSD-13BSR-13RegularFee15-January-202530-September-2027USD 4,800.00PendingNew BSD
BSD-1BSR-1RegularFee01-January-202531-March-2025USD 1,200.00SupersededExisting BSD
BSD-1.aRegularFee01-January-202531-March-2025(USD 1,200.00)SupersededCounter BSD for BSD-1
BSD-2BSR-2RegularFee01-April-202530- June -2025USD 1,200.00SupersededExisting BSD
BSD-2.aRegularFee01-April-202530- June -2025(USD 1,200.00)SupersededCounter BSD for BSD-2
BSD-3BSR-3RegularFee01-July-202530-September-2025USD 1,200.00SupersededExisting BSD
BSD-3.aRegularFee01-July-202530-September-2025(USD 1,200.00)SupersededCounter BSD for BSD-3
BSD-4BSR-4RegularFee01- October-202531-December-2025USD 1,200.00SupersededExisting BSD
BSD-4.aRegularFee01- October-202531-December-2025(USD 1,200.00)SupersededCounter BSD for BSD-4
........................... .......
BSD-11BSR-11RegularFee01-July-202730-September-2027USD 1,200.00SupersededExisting BSD
BSD-11.aRegularFee01-July-202730-September-2027(USD 1,200.00)SupersededCounter BSD for BSD-11

When the setting Superseding the Schedules during Asset Management is set to Always Supersede, all the existing BSRs are superseded and new BSRs are created. This scenario is easy to understand and is not depicted here.

January 27, 2026