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Billing for Salesforce

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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 NotesGeneralDocs by Release

Conga Product Documentation

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Billing for Salesforce

Wallet Manager

Terminate a Wallet

You can terminate a wallet through the Wallet Manager. Wallet Asset is terminated when the Net Price of the wallet product is equal to $0. Wallet termination results in the generation of a negative billing schedule with fee amount equal to the available balance of the wallet, and ready for invoice date equal to the current system date. The generated billing schedule has Period Start Date and Period End Date equal to the asset start date and asset end date respectively.

Note: Register the Asset Validation Callback Class in Config System Properties, to ensure that the value of Adjustment Amount in % Discount is never greater than 100. For more details, see Asset Line Item Validation Callback Class.

Terminating a Wallet

  1. Click Wallet Manager from your Account.
    The Installed Products Cart Page is displayed. The Asset Filter Callback Class only displays the Wallet Assets for that account.
  2. Select a wallet to terminate.
  3. Click Change.
  4. Select Adjustment Type as % Discount.
  5. Enter the Adjustment Amount as 100.
  6. Finalize the Cart to create an Order.
  7. Activate the Order.

Verify the Termination

Terminating a Wallet updates the Total Balance and Available Balance to $0.

User Guide
Billing

March 5, 2026