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 Regular Billing to Custom Billing

Use Case: Switching for Entire Term

Since the regular billing is switched to custom 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 schedule records as per the associated custom plan.

New Sale

There is a new sale of a recurring product for one year contract starting from 01 January 2025 with TCV (Sales) of USD 1,200.00. The billing frequency is Quarterly.

The Billing Preference has the following settings:
  • Billing Cycle Start = Billing Day of Month
  • Billing Day of Month = 15th of the Month
  • Calendar Cycle Start = January

When billing is initiated for this subscription, billing header and schedule records are generated.

The billing header is as follows:

BH NameCurrent OLIBilling Start DateBilling End DateTCV (Sales)Billing FrequencyBillable Amount for Current OLIStatus
BH-100OLI-12601-January-202531-December-2025USD 1,200.00QuarterlyUSD 1,200.00Active
The schedule records are as follows, the first three records are invoiced.
Note: Schedule details are not shown here.
NamePeriod Start DatePeriod End DateActual Fee AmountInvoice Status
BSR-101-January-202514-January-2025USD 46.67Invoiced
BSR-215-January-202514-April-2025USD 300.00Invoiced
BSR-315-April-202514-July-2025USD 300.00Invoiced
BSR-415-July-202514-October-2025USD 300.00Pending Billing
BSR-515-October-202531-December-2025USD 253.33Pending Billing

Amendment

There is a request from the customer asking for a discount of USD 500.00 and to switch to custom billing with 5 installments. The desired computation method is Even Distribution.

You created a custom plan with 5 installments and set the Billing Amount Criterion to Bill the Net Price. See Parameters for Plan Header for more.

When billing is initiated after the amendment, schedule records guided by the custom plan are generated.

The custom plan is stamped on the billing header as follows:

BH NameCurrent OLINet Unit PriceBilling Start DateBilling End DateTCV (Sales)Custom PlanBillable Amount for Current OLIStatus
BH-100OLI-320USD 700.0001-January-202531-December-2025USD 700.00CP-1(USD 500.00)Active
The schedule records are as follows, the invoiced ones are refunded and pending billing are superseded. The net price received from the upstream system is USD 700.00 and is evenly distributed in 5 installments.
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-101-January-202514-January-2025USD 46.67InvoicedInvoiced, remain as is.
BSR-215-January-202514-April-2025USD 300.00Invoiced
BSR-315-April-202514-July-2025USD 300.00Invoiced
BSR-415-July-202514-October-2025USD 300.00SupersededPending Billing schedules are Superseded
BSR-515-October-202531-December-2025USD 253.33Superseded
BSR-601-January-202514-January-2025(USD 46.67)Pending BillingRefund for invoiced schedules
BSR-715-January-202514-April-2025(USD 300.00)Pending Billing
BSR-815-April-202514-July-2025(USD 300.00)Pending Billing
BSR-901-January-202515-March-2025USD 140.00Pending BillingSchedules created per the custom plan
BSR-1016-March-202520-March-2025USD 140.00Pending Billing
BSR-1116-April-202530-April-2025USD 140.00Pending Billing
BSR-1216-May-202525-May-2025USD 140.00Pending Billing
BSR-1316-August-202529-August-2025USD 140.00Pending Billing

September 30, 2025