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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)CPQ 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 SearchTurboEnginesX-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 ManagerRelease NotesGeneral

Conga Product Documentation

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Billing for Salesforce

Full Term Cancellation

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Cancelling the Legacy Assets

For full-term cancellation of legacy assets do the following steps:

  1. Define an asset per the guidelines given for recurring products by CPQ. For more information, see Recommendations to Import Legacy Products into Conga CPQ.
  2. Perform the CPQ flow to generate an asset line item, order, and order line item.
    Warning: Disable all functionalities associated with auto-activating the order in your org.
  3. Make sure that the below data points are populated in the asset line item record.
    • Remaining Billable Amount
    • Is Legacy for Billing?
    • First Billing Date
  4. Activate the order manually. If the Initiate Billing on Order Activation custom setting is set to True, you must initiate billing by populating the Ready for Billing Date field on the corresponding order line item or order.
  5. Conga Billing creates a number of billing schedules depending on the billing term. The first billing schedule is for the legacy period, with the Type field set to "Informational" and the Status field set to "Invoiced". On subsequent normal billing schedules, the Type field is set to "Contracted" and the Status field to "Pending Billing".
  6. Perform the invoice run to invoice a few billing schedules having the status as pending billing.
  7. Navigate to the Cart and perform the full-term cancellation by using the Terminate button. Populate the End Date equal to the Original Start date and finalize the cart.Conga Billing supersedes all the invoiced billing schedules and produces redundant billing schedules with negative equivalent amounts. All other billing schedules with the status Pending Billing are cancelled.

Hence, once initiated for the full-term cancellation of the legacy assets, Conga Billing:

  • Validates the full cancellation scenario and proceed with cancellation if the validation is passed, else throws an error on the asset line record page.
  • Marks all the Pending billing schedules as Cancelled.
  • Updates the Remaining Billable Amount to $0.00 on the asset line item since there is nothing to be billed in future.
  • Adds the amount of all the Invoiced billing schedules and creates billing schedules with a negative amount to refund it to the customer.
User Guide
Billing

February 11, 2025