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 in Mid-Term

When the regular billing is switched to custom billing during mid of the contract term, the system analyses if the change is initiated from start or mid of the period.

For changes initiated in mid term but at start of the period, the impacted schedules:
  • If Invoiced, are retained as is and are refunded by creating new schedule records.
  • If Pending Billing, are superseded.
For changes initiated in mid term and in middle of the period, the schedules spanning across the amendment date:
  • If invoiced, the system, retain them as is and refund is given for the period from the amend start till end date of the schedule i.e, period falling within the amendment.
  • For Pending Billing, if the supersede setting is Always Supersede, system creates a partial BSR from the period's start date to the day before the amendment as per that term. If the supersede setting is Minimize, then the system creates a counter BSD for the period not used and update the Period End Date of the BSR as Amendment Start Date - 1.

  • The system supersedes the remaining schedule records.

Note: For Bill the delta, the existing schedule records remain unchanged and only the delta amount is billed as per the custom plan.

New Sale

There is a new sale of a recurring product for one year contract starting from 01 May 2025 with TCV (Sales) of USD 1,000.00. The billing frequency is half-yearly.

The Billing Preference has the following settings:
  • Billing Cycle Start = Billing Day of Month
  • Billing Day of Month = 10th of the Month
  • Calendar Cycle Start = March

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-May-202530-April-2026USD 1,000.00Half-yearlyUSD 1,000.00Active
The schedule records are as follows, the first two records are invoiced.
Note: Schedule details are not shown here.
NamePeriod Start DatePeriod End DateActual Fee AmountInvoice Status
BSR-101-May-202509-September-2025USD 358.33Invoiced
BSR-210-September-202509-March-2026USD 500.00Invoiced
BSR-310-March-202630-April-2026USD 141.67Pending Billing

Amendment

There are multiple requests from the customer:
  • Switch to custom billing with 3 installments. The desired computation method is Custom and Billing Amount Criterion is Bill only the Delta.
  • Postpone (delay) the start date to 15 May 2025.
  • Shorten the end date to 16 Feb 2026.

Due to early closure of the contract, a markup of 80% is applied to it. You created a term based custom plan with 3 installments and set the Billing Amount Criterion to Bill only the Delta. See Parameters for Plan Header for more. The custom plan lines are as follows:

Period Start DatePeriod End DateReady for Invoice DatePercentPayment TermComments
01-May-202525-May-202501-May-202510.50NET 10Comment 1
01-June-202525-June-202501-June-202530.50NET 30Comment 2
01-September-202525-September-202501-September-202559.00NET 50Comment 3

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-104OLI-327USD 1799.9915-May-202516-February-2026USD 1405.60CP-1USD 405.60Active
The schedule records are as follows. Since the Billing Amount Criterion is set to Bill only the Delta, the existing schedules are not disturbed. The delta price is USD 405.60 and is distributed in 3 installments as per the custom plan lines.
Note: Schedule details are not shown here.
NamePeriod Start DatePeriod End DateActual Fee AmountInvoice Status
BSR-101-May-202509-September-2025USD 358.33Invoiced
BSR-210-September-202509-March-2026USD 500.00Invoiced
BSR-310-March-202630-April-2026USD 141.67Pending Billing
BSR-401-May-202525-May-2025USD 42.59Pending Billing
BSR-501-June-202525-June-2025USD 123.71Pending Billing
BSR-601-September-202525-September-2025USD 239.30Pending Billing

September 30, 2025