Conga Product Documentation

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Advanced Wallet Drawdown

If an asset line item is associated with a wallet and is activated, the wallet balance is reserved for that asset's upcoming billing schedules. This means the wallet balance is updated as soon as the billing schedules are created or updated for the asset line item.

Futuristic wallet drawdown does not reserve the wallet balance ahead of time. When the linked asset line item is invoiced and the wallet has either partial or complete available funds, the invoiced amount is deducted from the wallet and the wallet balance gets updated accordingly. To use the new behavior, you must enable the "Consume Wallet During Invoicing?" setting in your org.

Note: The Wallet Drawdown is created when the invoice is in the Draft status. This enables you to verify and evaluate the wallet drawdown amount. If the drawdown is as expected then the invoice can be approved.