Billing for Salesforce February '26 Release Notes
In these release notes, you can find packages, requirements, new features and enhancements, and fixed and known issues for the Billing February '26 release. For documentation updates, see What's New in Billing Documentation.
This documentation may describe optional features for which you have not purchased a license; therefore your solution or implementation may differ from what is described here. Contact your customer success manager (CSM) or account executive (AE) to discuss your specific features and licensing.
To access the learning path, including overviews and demonstrations of this release’s updated features and enhancements, visit the Conga Learning Center.
System Requirements and Supported Platforms
For requirements and recommendations to consider before installing the Conga product suite, see the System Requirements and Supported Platforms Matrix.
Packages
The following packages and dependencies are required to upgrade to this release and use its new features. These are the minimum required versions; later versions are also supported. Prerequisites for each feature can be found in its documentation. Packages marked (New) are new for this release.
You can register your org for the Conga Upgrade Program, an automated tool that keeps all Conga managed packages in your Salesforce org (production or sandbox) updated to the latest versions. For more information, see Registering for Conga Upgrade Program.
| Package | Latest Certified Version | |
|---|---|---|
| Name | Number | |
Conga Base Library (New) | 7.0.288 | 7.288 |
Conga Quote Configuration Integration (New) | 18.0.423 | 18.423 |
Conga Configuration & Pricing (New) | 18.0.2199 | 18.2199 |
Conga CPQ API | 17.1.138 | 17.138 |
Conga Quote Asset Integration | 6.5.0015 | 6.15 |
Conga Quote Management (New) | 16.2.275 | 16.275 |
Conga Contract Lifecycle Management (New) | 17.0.815 | 17.815 |
Conga CLM Configuration Integration (New) | 18.0.200 | 18.2 |
Conga Quote CLM Integration (New) | 15.0.88 | 15.88 |
Conga Billing (New) | 12.0.446 | 12.446 |
Conga Order Management | 1.0.0000 | 1 |
New Features
The following features are new to Billing in this release.
APIs to Approve, Cancel, and Delete Credit Memos
Introduced APIs to approve, cancel, or delete one or multiple credit memos in a single request. These APIs validate each credit memo, perform the desired action, and return detailed messages for eligible and ineligible records. These APIs can be used to automate bulk credit memo processing. For more information, see Approve Credit Memos, Cancel Credit Memos, and Delete Credit Memos.
Invoice Approval, Cancellation, Deletion, and MoveToDraft APIs
Introduced APIs to approve, cancel, delete, or move to draft one or multiple invoices in a single request. These APIs validate each invoice, update invoice and invoice line statuses, adjust related billing schedules and asset line items, and return detailed messages for eligible and ineligible invoices. These APIs can be used to automate bulk invoice processing. For more information, see Approve Invoices, Cancel Invoices, Delete invoices, and Move Invoices to Draft.
Update Latest Order ID for Assets with “Existing” Status During ABO Operations
Assets with “Existing” line status on an ABO quote, agreement, or order are now update to the latest order ID, enabling all assets from the same contract to be included on a single invoice when Split by Order is False. This functionality is controlled by a custom setting, Update Order ID, to prevent impact to other customers. For more information, see Billing Schedules for Exising Status.
DateTime Display on UIs
Display the DateTime stamp on the Apply Payment, Unapply Payment, and Billing Plan UI pages according to user's Salesforce organization date format preference. For more information, see Setting Local Date Time format, Apply Payment, Unapply Payment, and Billing Plans.
APIs Deprecated in this Release
The following APIs are deprecated in this release. While they may continue to function for existing customers, we strongly recommend using the new APIs available in the Invoicing Services and Credit Memo Services sections for improved functionality and long term support.
- createInvoices(Set<ID> billToAccountIds, Datetime targetDateTime, Date invoiceDate)
- createInvoices(Set<ID> billToAccountIds, InvoiceCreationOptions options)
- createInvoicesForOrder(ID orderId, InvoiceCreationOptions options)
- createInvoicesForOrder(ID orderId, Datetime targetDateTime, Date invoiceDate)
- createInvoiceDocuments(List<Id> invoiceIds, String invoiceTemplateName)
- createInvoiceDocuments(List<Id> invoiceIds)
- updateInvoiceTaxCalculationsAndBreakups(Set<ID> InvoiceIds,Boolean autoTransitionFromPendingApprovedToApproved)
- applyLateFeesToInvoices(List<CustomClass.ApplyInvoiceLateFeeInput> inputs)
- cancelInvoiceLateFees(List<CustomClass.CancelInvoiceLateFeeInput> inputs)
- generateInvoiceLinesSummary(Set<Id> invoiceIds, String invoiceSummaryCriteria, Boolean isAsyncMode)
- manageAdHocLines(String operationMode, List<CustomClass.AdHocLineItemInput> adHocLineItemInputs)
- createSplitInvoices(List<CustomClass.SplitInvoiceRequest> splitInvoiceRequests)
- unapplyPaymentsToInvoices(List<CustomClass.UnapplyPaymentRequest> unapplyPaymentRequests)
- createCreditMemoDocuments(List<Id> creditMemoIds, String creditMemoTemplateName)
- updateCreditMemoTaxCalculationsAndBreakups(Set<ID> CreditmemoIds,Boolean autoTransitionFromPendingApprovedToApproved)
- createDirectCreditMemos(List<DirectCreditMemoInput> creditMemoInputs)
- createDirectCreditMemosAsync(List<DirectCreditMemoInput> creditMemoInputs)
- createCreditRebill(Id invoiceId, Boolean autoApproveCreditMemo)
- createCreditRebill(Id invoiceId, Boolean autoApproveCreditMemo,Boolean unrateUsageInputs)
- calculateTaxForCreditRebill(Id creditMemoId, Boolean autoApproveCreditMemo,Boolean unrateUsageInputs)
- processPendingUsageInput()
- processPendingUsageInput(Set<ID> usageInputIDs)
- processPendingUsageInput(Set<ID> usageInputIDs, Boolean processSynchronously)
- previewPendingUsageInputs(Set<ID> usageInputIds)
- processRatedUsageInput(Set<ID> usageInputIDs)
- draftPendingUsageInput()
- draftPendingUsageInput(Set<ID> usageInputIDs)
- draftPendingUsageInputRelatedToALIs(Set<ID> assetLineItemIds)
- draftPendingUsageInput(Set<ID> usageInputIDs, Boolean processSynchronously)
- retrieveForecastedBillingSchedules(ID objectId)
- retrieveForecastedBillingSchedulesAndSummaries(ID ObjectId, Boolean extendEndDateWithRenewalTerm)
- retrieveForecastedBillingSchedulesAndSummaries(ID ObjectId, ForecastedBillingOptions forecastedOptions)
- generateForecastOptions(ID ObjectId, Boolean extendEndDateWithRenewalTerm)
- deleteForecastedBillingSchedules (Set<Id> objectIds, Boolean asyncOperationRequired)
- forecastBilling(Id ObjectId, Boolean extendEndDateWithRenewalTerm)
Data Model Changes
The following objects and fields are introduced to or changed in the system or data model in this release.
| Object | Field | Description | System/User | New/Changed |
|---|---|---|---|---|
| Billing System Properties | User | Changed | ||
| Update Order ID | Select this flag to update the latest order ID on billing schedules when the order line status is Existing and the billing schedules on the asset hasn't been impacted | User | New |
Fixed Issues
There are no fixed issues in this release.
Known Issues
There are no known issues in this release.
DOC ID: BILFEB26RN20260121
