Plan Name

Enter a unique name for this Billing Plan. Consult your administrator for the naming convention that you are required to follow.

Plan Type

Select one of the following options:

• Full Term
• Fixed
• Milestone

Billing Start Date

This field is displayed only if you select Fixed from the Plan Type drop-down. Select the date date from when the billing must start. If you select Billing Start Date, you must also select Billing End Date.

If you do not select a start date, Conga Billing auto-populates a value on the Period Start Date field on the Define invoice date and amount page, for the first Plan Item on the billing plan.

Billing End Date

This field is displayed only if you select Fixed from the Plan Type drop-down. Select the date when the billing must end. If you select Billing Start Date, you must also select Billing End Date.

If you do not select an end date, Conga Billing auto-populates a value on the Period End Date field on the Define invoice date and amount page, for the last line on the billing plan.

Billing Method

Select from one of the following options:

• Percentage - To bill your customers a percentage of the total amount due at each installment.
• Amount - To bill your customers a specific amount for each installment.
• Split Evenly - To equally divide the Total Amount into the Number of Installments.

Number of Installments

Enter the number of billing schedules by which you want to divide the total amount due.

Description

Enter an appropriate description of this Billing Plan for ease of use.

Plan Item Name

Enter a unique name each Plan item.

Amount/Percentage

Based on the selected Billing Method (Amount or Percentage) and Number of Installments, Conga Billing automatically calculates and populates this value.

Period Start Date

If you selected a Billing Start Date on the Define Billing Plan page, Billing populates the same date as the period start date for the first Plan Item. If you did not select a start date, Conga Billing auto-populates a value on the Period Start Date field, for the first Plan Item based on a certain criteria. For more information, see Use Case: Validation on Period Start Date and Period End Date

You can overwrite the date if you want to select a different period start date for each plan item. Conga Billing considers the number of days in the Payment Term field and validates the Ready for Invoice Date that you select for the current installment.

Period End Date

If you selected a Billing End Date on the Define Billing Plan page, Billing populates the same date as the period end date for the last Plan Item. If you did not select a start date, Conga Billing auto-populates a value on the Period End Date field, for the last Plan Item based on a certain criteria. For more information, see Use Case: Validation on Period Start Date and Period End Date

You can overwrite the date if you want to select a different period end date for each plan item. Conga Billing considers the number of days in the Payment Term field and validates the Ready for Invoice Date that you select for the current installment.

Ready for Invoice Date

Select the date when you want to generate the invoice for a Plan Item. Based on the Offset Early Invoice Date (Days) field value on the Payment Term, you can select populate the Ready for Invoice Date in a valid date range. For more information, see Use Case: Validation on Ready for Invoice Date.

Payment Term

Lookup and select a predefined Payment Term. If you do not specify a payment term, the payment term specified on the quote is used. If a payment term is not specified on the quote, payment term specified on the account or account location is used. If no payment term is attached at the account or account, the payment term, 'Due upon Receipt' is used.