Conga Product Documentation

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Use Case: Billing for Merged Assets

Description: You are a customer service representative for a software company and you want to merge two standalone assets for your customer,

Pre-requisite: Before you merge your customer's assets, billing schedules are created for the following assets:

Asset

Start Date

End Date

Net Price

Quantity

Asset Status

A1

01 Jan 2019

31 Dec 2019

$12,000

1

Activated

A2

01 May 2019

31 Dec 2019

$8,000

1

Activated

12 Billing Schedules are created, one for each month of the contract of A1 asset.

8 Billing Schedules are created, one for each month of the contract of A2 asset.