Conga Product Documentation

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Example 1: Cancelling Recurring asset

Suppose you are a billing administrator of a company selling computer hardware with a TCV of $5400 for 36 billing terms. You have already invoiced the customer for an amount of $2400 over a billing period of 16 months billing term in the legacy system and the remaining billable amount is $3000 to be billed over 20 months. The legacy contract was started in 2018 but the last known major price or config happened on 7/20/21. So the asset's start date is 7/20/21. Let's consider the first Billing Date as 11/20/2022.

Scenario 1: Performing partial cancellation at the end of the ongoing billing Period

Suppose you have invoiced a few of the future billing schedules. You want to initiate a partial cancellation of the deal at the end of a billing period say 3/20/2023. The system generates the billing schedules as shown in the table below and updates the remaining billable amount to $0.00. A refund of $600 will be credited to the customer.

For the invoiced period a refund is initiated and for the un-invoiced period, the status is updated to "Cancelled".

Billing Schedule ID

Period Start Date

Period End Date

Fee Amount

Ready for Invoice Date

Type

Status

Legacy record?

Superseded

BS-001

7/20/2021

11/19/2022

$2,400.00

7/20/2021

Informational

Invoiced

TRUE

BS-002

11/20/2022

12/19/2022

$150.00

11/20/2022

Contracted

Invoiced

BS-003

12/20/2022

1/19/2023

$150.00

12/20/2022

Contracted

Invoiced

BS-004

1/20/2023

2/19/2023

$150.00

1/20/2023

Contracted

Invoiced

BS-005

2/20/2023

3/19/2023

$150.00

2/20/2023

Contracted

Invoiced

BS-006

3/20/2023

4/19/2023

$150.00

3/20/2023

Contracted

Invoiced

yes

BS-007

4/20/2023

5/19/2023

$150.00

4/20/2023

Contracted

Invoiced

yes

BS-008

5/20/2023

6/19/2023

$150.00

5/20/2023

Contracted

Invoiced

yes

BS-009

6/20/2023

7/19/2023

$150.00

6/20/2023

Contracted

Invoiced

yes

BS-010

7/20/2023

8/19/2023

$150.00

7/20/2023

Contracted

Cancelled

BS-011

8/20/2023

9/19/2023

$150.00

8/20/2023

Contracted

Cancelled

BS-012

9/20/2023

10/19/2023

$150.00

9/20/2023

Contracted

Cancelled

BS-013

10/20/2023

11/19/2023

$150.00

10/20/2023

Contracted

Cancelled

BS-014

11/20/2023

12/19/2023

$150.00

11/20/2023

Contracted

Cancelled

BS-015

12/20/2023

1/19/2024

$150.00

12/20/2023

Contracted

Cancelled

BS-016

1/20/2024

2/19/2024

$150.00

1/20/2024

Contracted

Cancelled

BS-017

2/20/2024

3/19/2024

$150.00

2/20/2024

Contracted

Cancelled

BS-018

3/20/2024

4/19/2024

$150.00

3/20/2024

Contracted

Cancelled

BS-019

4/20/2024

5/19/2024

$150.00

4/20/2024

Contracted

Cancelled

BS-020

5/20/2024

6/19/2024

$150.00

5/20/2024

Contracted

Cancelled

BS-021

6/20/2024

7/19/2024

$150.00

6/20/2024

Contracted

Cancelled

BS-022

3/20/2023

4/19/2023

-$150.00

3/20/2023

Contracted

Pending Billing

BS-023

4/20/2023

5/19/2023

-$150.00

4/20/2023

Contracted

Pending Billing

BS-024

5/20/2023

6/19/2023

-$150.00

5/20/2023

Contracted

Pending Billing

BS-025

6/20/2023

7/19/2023

-$150.00

6/20/2023

Contracted

Pending Billing

Scenario 2: Performing partial cancellation in mid of the ongoing billing period

Suppose you have invoiced a few of the future billing schedules. You want a partial cancellation of the deal in the middle of a billing period say 5/31/2023. The system generates the billing schedules as shown in the table below and updates the remaining billable amount to $0.00. A refund of $241.94 will be credited to the customer.

Billing Schedule ID

Period Start Date

Period End Date

Fee Amount

Ready for Invoice Date

Type

Status

Legacy record?

Superseded

BS-001

7/20/2021

11/19/2022

$2,400.00

7/20/2021

Informational

Invoiced

TRUE

BS-002

11/20/2022

12/19/2022

$150.00

11/20/2022

Contracted

Invoiced

BS-003

12/20/2022

1/19/2023

$150.00

12/20/2022

Contracted

Invoiced

BS-004

1/20/2023

2/19/2023

$150.00

1/20/2023

Contracted

Invoiced

BS-005

2/20/2023

3/19/2023

$150.00

2/20/2023

Contracted

Invoiced

BS-006

3/20/2023

4/19/2023

$150.00

3/20/2023

Contracted

Invoiced

BS-007

4/20/2023

5/19/2023

$150.00

4/20/2023

Contracted

Invoiced

BS-008

5/20/2023

6/19/2023

$150.00

5/20/2023

Contracted

Invoiced

yes

BS-009

6/20/2023

7/19/2023

$150.00

6/20/2023

Contracted

Invoiced

yes

BS-010

7/20/2023

8/19/2023

$150.00

7/20/2023

Contracted

Cancelled

BS-011

8/20/2023

9/19/2023

$150.00

8/20/2023

Contracted

Cancelled

BS-012

9/20/2023

10/19/2023

$150.00

9/20/2023

Contracted

Cancelled

BS-013

10/20/2023

11/19/2023

$150.00

10/20/2023

Contracted

Cancelled

BS-014

11/20/2023

12/19/2023

$150.00

11/20/2023

Contracted

Cancelled

BS-015

12/20/2023

1/19/2024

$150.00

12/20/2023

Contracted

Cancelled

BS-016

1/20/2024

2/19/2024

$150.00

1/20/2024

Contracted

Cancelled

BS-017

2/20/2024

3/19/2024

$150.00

2/20/2024

Contracted

Cancelled

BS-018

3/20/2024

4/19/2024

$150.00

3/20/2024

Contracted

Cancelled

BS-019

4/20/2024

5/19/2024

$150.00

4/20/2024

Contracted

Cancelled

BS-020

5/20/2024

6/19/2024

$150.00

5/20/2024

Contracted

Cancelled

BS-021

6/20/2024

7/19/2024

$150.00

6/20/2024

Contracted

Cancelled

BS-022

6/1/2023

6/19/2023

-$91.94

6/1/2023

Contracted

Pending Billing

BS-023

6/20/2023

7/19/2023

-$150.00

6/20/2023

Contracted

Pending Billing

The deal is partially cancelled and the remaining billable amount is updated to $0.00 since there is nothing to be billed in future.