What's New in Billing for Advantage Platform Documentation
The following section lists changes in the documentation to support each release.
202610.1.0 (Preview)
These features are preview released on 21 October 2026.
Topic | Description |
|---|---|
| Custom Plan Details. | Custom Plan Details View Restructuring |
| Manage Adjustment Billing Schedules. | Restricting Adjustment Approvals from Changing Billing Schedule Record Actual Fee Amount Sign |
202609.2.0
These features are released on 21 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. |