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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

Amending the Usage Legacy Assets

Prerequisites

  • Ensure that the custom setting Creation of legacy BS record is set to Single Record value.

  • Ensure that the object and fields required to support legacy billing for legacy asset line items (ALI) are configured. For more information, see Understanding Billing Schedules and Use Case 3.
  • Minimum criteria to amend usage-based legacy assets in Conga:
    • Is Legacy for Billing checkbox is set to True.
    • The Price Type is set to Usage.
    • The Remaining Billable Amount is USD 0.00.
    • The First Billing Date is "not blank" and is greater than the ALI start date.
    • The amendment date should be greater than or equal to the "First Billing Date".
User Guide
Billing

February 11, 2025