home

Billing for Salesforce

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)Conga CopilotCPQ 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 SearchTest AuthorTurboEnginesX-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 Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral
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)Conga CopilotCPQ 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 SearchTest AuthorTurboEnginesX-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 Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral

Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Show Contents

Billing for Salesforce

Creating a Billing Plan

Editing Installments on an Existing Milestone Billing Plan

You can modify the installments on an existing milestone billing plan of an asset without performing an ABO operation.
Note: Installments in Expected status are open for modification.

You can edit the following fields on the billing plan:

SelectionEditable FieldsNon-editable Fields
Select Line Item(s)NoneNA
Define Billing Plan

  • Billing Method

  • Description

  • Plan Name

  • Plan Type

  • Number of Installments

Define invoice date and amount

  • Plan Item Name

  • Expected Date

  • Actual Date

  • Payment Term

  • Amount (if the Billing Method is Amount)

  • Percent (if the Billing Method is Percentage)

  • Comments

The installments whose status is other than Expected

The Percent/Amount on the last installment.

To edit the installments:
  1. Click Edit on the Billing Plan record. The Billing Plan page is displayed.
  2. Click Next.
  3. On the Define Billing Plan page, make changes to the Billing Method or Description fields.
  4. Click Next.
  5. On the Define Invoice Date and Amount page, make changes to the editable fields of applicable installments.
  6. Click Finish to complete the process or Cancel to go back to the Billing Plan home page.
You have edited the desired installments to update the corresponding milestone line items. If the Actual Date is populated, new billing schedules are created in Pending Billing status, and the existing billing schedules in Pending Milestone statuses are superseded.

If only the amount is changed, then new billing schedules with the changed amount are created in Pending Milestone status, and the existing ones in Pending Milestone statuses are superseded.

Suppose you are a billing administrator of a company selling computer hardware, and your client has placed an order for 1200 laptops. Your client has agreed to pay in 3 installments, each of 400 laptops.

You created a milestone-based plan. Assuming that the amount payable is USD 1,2000.00 and the milestone dates are 01-August-2025, 15-September-2025, 10-October-2025, three billing schedules are generated in Pending Milestone status.

As part of editing the installments, you changed the amount to USD 5,000.00 and updated the Actual Date to 05-August-2025 for the first installment. New billing schedules are created to reflect the changed data, and the existing ones are superseded as follows:

Schedule IDPeriod Start DatePeriod End DateFee AmountStatus
BS-101-August-202501-August-2025USD 4000.00Superseded
BS-215-September-202515-September-2025USD 4000.00Superseded
BS-310-October-202510-October-2025USD 4000.00Superseded
BS-405-August-202505-August-2025USD 5000.00Superseded
BS-505-August-202505-August-2025USD 5000.00Pending Billing
BS-615-September-202515-September-2025USD 3,500.00Pending Milestone
BS-710-October-202510-October-2025USD 3,500.00Pending Milestone

July 15, 2025