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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 NotesGeneralDocs by Release

Conga Product Documentation

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Billing for Salesforce

Upgrade to Billing February '26 Release

Updating the Help Text of Billing Start Date and Billing End Date Fields

If you are upgrading the Conga Billing package, you must update the Billing Start Date and Billing End Date fields on the Billing Plan object.

  1. Go to Setup > Create > Objects > Billing Plan object.
  2. Under Custom Fields & Relationships search for the Billing Start Date field:
    1. Click Edit next to the button.
    2. Update the Help Text field description as follows:

      Determines the From date when the billing should commence. If not populated by the user on the Define Billing Plan page, the engine will auto-populate it for the first line on the billing plan based on criteria. Users can attempt to overwrite the date. Also, it considers the number of days in the Payment Term and helps to validate the Ready for Invoice Date populated by the user for the current installment.

    3. Click Save.
  3. Under Custom Fields & Relationships search for the Billing End Date field:
    1. Click Edit next to the button.
    2. Update the Help Text field description as follows:

      Determines the To date when billing should end. If not populated by the user on the Define Billing Plan page, the engine will auto-populate this field for the last line on the billing plan based on criteria. Users can attempt to overwrite the date. Also, it helps to validate if the Ready for Invoice Date for the next installment is clashing with the current installment or not.

    3. Click Save.
Administrator Guide
Billing

March 2, 2026