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Billing for Salesforce

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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

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Billing for Salesforce

Switch from Custom Billing to Regular Billing

Use Case: Switching Mid-Term

When the custom billing is switched to regular billing during mid of the contract term, the subscription has two types of schedule records - generated by custom billing (before amendment) and generated by regular billing (after amendment). During the amendment, the system, automatically adjusts Billing Schedule Records (BSRs) to reconcile over-invoiced or under-invoiced amounts based on the Ready for Invoice Date, and generates regular billing schedules for the remainder of the contract term, maintaining accurate Total Contract Value (TCV) received from the upstream system.

To understand under-invoiced and over-invoiced concept, let's consider a subscription for one year contract with a TCV (sales) of USD 1200.00. Four Schedule records are created for four installments with a fee amount of USD 300.00 each as per the custom plan. Suppose the switching to regular billing started mid of contract. So the TCV before switch to regular billing (custom billing) is USD 600.00 and after the switch (regular billing) is also USD 600.00.

Under invoiced: Suppose only one schedule record is invoiced at the time of switching. However the current contract's TCV before the switch is USD 600.00 whereas it's invoiced for USD 300.00 only. This is an under-invoiced scenario. The system will create a catch-up schedule record of USD 300.00 to adjust the shortfall in the invoiced amount.

Over invoiced: Suppose three schedule records are invoiced at the time of switching. However the current contract's TCV before the switch is USD 600.00 whereas it's invoiced for USD 900.00. This is an over-invoiced scenario. The system will create a refund schedule record of USD 300.00 to refund the over-invoiced amount.

To understand how the system processes the schedule records, let's creates two different groups of the BSRs based on the amendment start date and ready for invoice date and process them as per the rules given in the following table:
GroupCriteriaProcessing Action
Group-1
  • BSRs before amendment date
  • BSRs with ready for invoice date less than amendment start date
  • If the cumulative amount (fee of Invoiced + Pending Billing) less than or equal to the pre-switch TCV →
    • For Invoiced or Pending Billing records → System retains them.
    • System Creates Catch-up records for the deficit amount.
  • If the cumulative amount (fee of Invoiced + Pending Billing) is more than the pre-switch TCV, the system →
    • Retains the Invoiced records as is. No refund is issued.
    • Supersedes the Pending Billing records leading to excess TCV.
Group-2
  • BSRs after the amendment date
  • BSRs with ready for invoice date equal to or after the amendment start date
  • If the status is Invoiced → system creates a credit record to refund the amount.
  • If the status is Pending Billing → system Supersedes the record (s).
  • Then it creates new record(s) per the billing frequency.

Under-invoiced scenario

New Sale

There is a new sale of a recurring product for one year contract starting from 01 July 2025 with TCV (Sales) of USD 1,000.00. The subscription billing is guided by a custom plan with 6 installments.

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-101-July-202530-June-2026USD 1,000.00Custom plan 1USD 1,000.00Active
The schedule records are as follows, first three records are invoiced.
Note: Schedule details are not shown here.
NamePeriod Start DatePeriod End DateActual Fee AmountReady for Invoice DateInvoice Status
BSR-101-July-202531-October-2025USD 150.0001-July-2025Invoiced
BSR-201-November-202530-November-2025USD 50.0001-November-2025Invoiced
BSR-301-December-202514-December-2025USD 100.0001-December-2025Invoiced
BSR-415-December-202514-January-2026USD 50.0015-December-2025Pending Billing
BSR-515-January-202631-March-2026USD 50.0015-January-2026Pending Billing
BSR-601-April-202630-May-2026USD 600.0001-April-2026Pending Billing

Amendment

There is a request from the customer asking to switch to regular billing with half-yearly billing frequency. The change start date is 01-January-2026 while the end date remains unchanged at 30-June-2026. Due to market conditions the TCV (Sales) is elevated to USD 1,600.00.

Before proceeding with amendment, focus on the following points:
  • Three schedule records, with a total fee of USD 300.00 are invoiced. Their Ready for Invoice Date is before the switch start, so they will remain untouched.
  • The Pending billing BSR-4 has its Ready for Invoice Date is before the switch start, so it will remain untouched.

  • The total fee (Invoiced + Pending Billing = USD 300.00) before the start of the switching operation is less than the contract TCV (Sales) of USD 500.00 for that period. This is an under-invoiced scenario. The system will create a catch-up schedule record to compensate for shortfall amount.

  • BSR-5 and BSR-6 has their Ready for Invoice Date is after the switch start, so they will be superseded.
  • The system creates schedule records guided by the regular billing for rest of the contract term.

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-15Half-yearly01-January-202630-June-2026USD 1,600.00NoneUSD 600.00Active
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 AmountReady for Invoice DateInvoice Status
BSR-101-July-202531-October-2025USD 150.0001-July-2025Invoiced
BSR-201-November-202530-November-2025USD 50.0001-November-2025Invoiced
BSR-301-December-202514-December-2025USD 100.0001-December-2025Invoiced
BSR-415-December-202514-January-2026USD 50.0015-December-2025Pending BillingReady for invoice date is still in the current contract term
BSR-515-January-202631-March-2026USD 50.0015-January-2026SupersedeReady for invoice date is outside the current contract term
BSR-601-April-202630-May-2026USD 600.0001-April-2026Supersede
BSR-701-July-202531-December-2025USD 150.00Creation DatePending BillingCatch-up schedule record
BSR-801-January-202630-June-2026USD 1,100.0001-January-2026Pending BillingRegular schedule

Over-invoiced scenario

New Sale

There is a new sale of a recurring product for one year contract starting from 01 July 2025 with TCV (Sales) of USD 1,000.00. The subscription billing is guided by a custom plan with 3 installments.

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-101-July-202530-June-2026USD 1,000.00Custom plan 1USD 1,000.00Active
The schedule records are as follows, first two records are invoiced.
Note: Schedule details are not shown here.
NamePeriod Start DatePeriod End DateActual Fee AmountReady for Invoice DateInvoice Status
BSR-101-July-202530-September-2025USD 200.0001-July-2025Invoiced
BSR-201-October-202531-October-2025USD 200.0001-October-2025Invoiced
BSR-301-November-202530-June-2026USD 600.0001-November-2025Pending Billing

Amendment

There is a request from the customer asking to switch to regular billing with a monthly billing frequency. The change start date is 01-November-2025 and the end date is advanced to 31-December-2025. Due to market conditions the TCV (Sales) is increased to USD 1,200.00 despite the term is shortened.

Before proceeding with the amendment, let focus on the following points:
  • Before the switching started, the overall billable amount should've been USD 333.33 (USD 83.33 X 4 months), whereas the invoiced total is USD 400.00, thus creating an over-invoiced situation.
  • The over-invoiced amount of USD 66.67 must be refunded first.
  • The over all TCV to be billed after switching = USD 666.67 + USD 200.00 = USD 866.67.

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-16Monthly01-November-202531-December-2025USD 1,200.00NoneUSD 200.00Active
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 AmountReady for Invoice DateInvoice StatusRemarks
BSR-101-July-202530-September-2025USD 200.0001-July-2025Invoiced
BSR-201-October-202531-October-2025USD 200.0001-October-2025Invoiced
BSR-301-November-202530-June-2026USD 600.0001-November-2025Superseded
BSR-401-July-202531-October-2025(USD 66.67)BSR creation datePending BillingRefund the excess invoiced amount
BSR-501-November-202530-November-2025USD 433.3301-November-2025Pending BillingRegular schedules
BSR-601-December-202531-December-2025USD 433.3401-December-2025Pending Billing

September 30, 2025