Enhancements for Splitting and Creating Invoices

Split Invoice enhancement: Conga Billing now lets you split invoices from the user interface or through the Split Invoices API.

Splitting invoices from the UI

You can split invoices by dragging and dropping individual Lines, or by selecting a Criterion such as Service Location, Charge Type, Product Name, Period Start Date, Price Type, or a custom field in addition to the existing Amount and Percentage split options. The system automatically splits the invoice into separate child invoices.

Splitting invoices through the API

The Split Invoices API now supports two additional methods of splitting an invoice apart from the existing Amount and Percentage split options:

• Split by Lines – Split invoices using specific Line Item IDs.
• Split by Criterion – Split invoices based on a selected parameter value.

Supported field data types are Picklist, Lookup, Date, and Boolean (Checkbox).

Create Invoice API enhancement: The Create Invoice API is enhanced to support passing filter criteria, via the InvoiceCreationOptions parameter. With this update, administrators can include filter criteria and supply it directly to InvoiceCreationOptions, enabling on-demand invoice generation for selected billing schedules without dependence on the Invoice Run Scheduler.

For more information, see Splitting an Invoice by Lines, Splitting an Invoice by Criteria, Split Invoices, and Create Invoices.