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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 NotesGeneral

Conga Product Documentation

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Billing for Salesforce

New Proration Method to Bill the Round-Offs

Enabling the field setting

  • There is no billing plan associated with the asset line item.
  • Ensure that the asset for which you want to enable this functionality is a new asset.

Enable the Bill Prorated Balance In First Schedule field setting.

To enable the field setting
  1. Go to Setup > Custom Settings > Billing System Properties.
  2. Click Manage.
    The Custom Settings Billing System Properties page is displayed.
  3. Click System Properties.
    The Billing System Properties details page is displayed.
  4. Click Edit.
    Billing System Properties Edit page is displayed.
  5. Select the Bill Prorated Balance In First Schedule checkbox.
  6. Click Save.
The system enables the field setting so that the rounding-off can now happen in the first billing schedule.
Administrator Guide
Billing

February 11, 2025