home

Billing for Salesforce

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)Conga CopilotCPQ 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 NotesGeneral
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)Conga CopilotCPQ 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 NotesGeneral

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

Billing for Salesforce

Switch from Custom Billing to Regular Billing

Use Case: Switching for Full Contract Term

Since the custom billing is switched to regular billing for the entire contract, the system, simply refunds the invoiced schedule records and supersedes/cancels the schedule records in pending billing status. It creates new regular schedule records as per the billing rule and billing frequency.

New Sale

There is a new sale of a recurring product for one year contract starting from 14 January 2025 with TCV (Sales) of USD 1,200.00. The subscription billing is guided by a custom plan with 3 installments and Even Distribution as the computation method.

When billing is initiated for this subscription, billing header and schedule records, guided by the custom plan, are generated.

The billing header is as follows:

BH NameCurrent OLIBilling Start DateBilling End DateTCV (Sales)Custom PlanBillable Amount for Current OLIStatus
BH-1OLI-114-January-202513-January-2026USD 1,200.00Custom plan 1USD 1,200.00Active
The schedule records are as follows, the first record is invoiced.
Note: Schedule details are not shown here.
NamePeriod Start DatePeriod End DateActual Fee AmountInvoice Status
BSR-114-January-202525-January-2025USD 400.00Invoiced
BSR-201-February-202531-December-2025USD 400.00Pending Billing
BSR-301-January-202610-January-2026USD 400.00Pending Billing

Amendment

There is a request from the customer asking for a discount and to switch to regular billing with monthly billing frequency.

Accordingly, you performed a price change for full contract term to accommodate the 50% discount and attached a Preference to the line item with the following settings:
  • Billing Cycle Start = Billing Day of Month
  • Billing Day of Month = 5th of the Month

When billing is initiated, billing header and and schedule records, guided by the billing rule, are generated.

The billing header is as follows:

BH NameCurrent OLIBilling FrequencyBilling Start DateBilling End DateTCV (Sales)Custom PlanBillable Amount for Current OLIStatus
BH-1OLI-15Monthly14-January-202513-January-2026USD 600.00None(USD 600.00)Active
The schedule records are as follows:
Note:
  • Schedule details are not shown here.
  • It is assumed that Superseding the Schedules during Asset Management is set to Always Supersede.
NamePeriod Start DatePeriod End DateActual Fee AmountInvoice StatusRemarks
BSR-114-January-202525-January-2025USD 400.00InvoicedInvoiced schedule remain as is
BSR-201-February-202531-December-2025USD 400.00SupersededPending billing are superseded
BSR-301-January-202610-January-2026USD 400.00Superseded
BSR-414-January-202525-January-2025(USD 400.00)Pending BillingRefund schedule for invoiced BSR-1
BSR-514-January-202504-February-2025USD 36.67Pending BillingProrated schedule due to billing day of month
BSR-605-February-202504-March-2025USD 50.00Pending BillingRegular schedules
BSR-705-March-202504-April-2025USD 50.00Pending Billing
BSR-805-April-202504-May-2025USD 50.00Pending Billing
...................
BSR-1605-December-202504-January-2026USD 50.00Pending Billing
BSR-1705-January-202613-January-2026USD 13.33Pending Billing

From the above table you can see that schedule records created by the custom plan are Refunded/Superseded and new regular schedule records per the billing rule are created.

September 30, 2025