Conga Product Documentation

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Example

Let us understand it with examples.

Step 1: Billing the legacy assets

Suppose you are a billing administrator of a company selling computer hardware with a TCV of $1000 for 10 billing terms. You have already invoiced the customer for $200 over a billing period of 2-months billing term and the remaining billable amount is $800, to be billed over 8 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. The first Billing Date is 11/20/0222.

Conga Billing creates nine billing schedules, BS-001 for the already billed amount in the legacy system with the Type field set to Informational and subsequent normal billing schedules for 8 months.

Billing Schedule ID

Period Start Date

Period End Date

Fee Amount

Ready for Invoice Date

Type

Status

Legacy record?

BS-001

7/20/2021

11/19/2022

$200.00

7/20/2021

Informational

Invoiced

TRUE

BS-002

11/20/2022

12/19/2022

$100.00

11/20/2022

Contracted

Pending Billing

BS-003

12/20/2022

1/19/2023

$100.00

12/20/2022

Contracted

Pending Billing

BS-004

1/20/2023

2/19/2023

$100.00

1/20/2023

Contracted

Pending Billing

BS-005

2/20/2023

3/19/2023

$100.00

2/20/2023

Contracted

Pending Billing

BS-006

3/20/2023

4/19/2023

$100.00

3/20/2023

Contracted

Pending Billing

BS-007

4/20/2023

5/19/2023

$100.00

4/20/2023

Contracted

Pending Billing

BS-008

5/20/2023

6/19/2023

$100.00

5/20/2023

Contracted

Pending Billing

BS-009

6/20/2023

7/19/2023

$100.00

6/20/2023

Contracted

Pending Billing

Step 2: Invoice the first 3 billing schedules

The remaining billable amount is updated to $500 after invoicing.

Billing Schedule ID

Period Start Date

Period End Date

Fee Amount

Ready for Invoice Date

Type

Status

Legacy record?

BS-001

7/20/2021

11/19/2022

$200.00

7/20/2021

Informational

Invoiced

TRUE

BS-002

11/20/2022

12/19/2022

$100.00

11/20/2022

Contracted

Invoiced

BS-003

12/20/2022

1/19/2023

$100.00

12/20/2022

Contracted

Invoiced

BS-004

1/20/2023

2/19/2023

$100.00

1/20/2023

Contracted

Invoiced

BS-005

2/20/2023

3/19/2023

$100.00

2/20/2023

Contracted

Pending Billing

BS-006

3/20/2023

4/19/2023

$100.00

3/20/2023

Contracted

Pending Billing

BS-007

4/20/2023

5/19/2023

$100.00

4/20/2023

Contracted

Pending Billing

BS-008

5/20/2023

6/19/2023

$100.00

5/20/2023

Contracted

Pending Billing

BS-009

6/20/2023

7/19/2023

$100.00

6/20/2023

Contracted

Pending Billing

Step 3: Credit and Rebill for the last invoiced month on 1/20/2023 or BS-004

Click Credit and Rebill. The remaining billable amount gets revised to $600 and the status of BS-004 reverts to Pending Billing.

Billing Schedule ID

Period Start Date

Period End Date

Fee Amount

Ready for Invoice Date

Type

Status

Legacy record?

BS-001

7/20/2021

11/19/2022

$200.00

7/20/2021

Informational

Invoiced

TRUE

BS-002

11/20/2022

12/19/2022

$100.00

11/20/2022

Contracted

Invoiced

BS-003

12/20/2022

1/19/2023

$100.00

12/20/2022

Contracted

Invoiced

BS-004

1/20/2023

2/19/2023

$100.00

1/20/2023

Contracted

Pending Billing

BS-005

2/20/2023

3/19/2023

$100.00

2/20/2023

Contracted

Pending Billing

BS-006

3/20/2023

4/19/2023

$100.00

3/20/2023

Contracted

Pending Billing

BS-007

4/20/2023

5/19/2023

$100.00

4/20/2023

Contracted

Pending Billing

BS-008

5/20/2023

6/19/2023

$100.00

5/20/2023

Contracted

Pending Billing

BS-009

6/20/2023

7/19/2023

$100.00

6/20/2023

Contracted

Pending Billing