• Add admin configuration for Billing Plan.
• Change the admin configuration for Invoice Run.

February '25

11 Feb 2025

To Unapply Payment from Invoice Record

New Topic. New feature for this release.

To Unapply Payment from Payment Record

New Topic. New feature for this release.

Unapplying Payment Using an API

New Topic. New feature for this release.

Applying Payments from Payment Record

Revised the topic to add screenshot with latest changes on the UI.

Applying Payment from Invoice Record

New Topic. New feature for this release.

Editing Installments on an Existing Milestone Billing Plan

New Topic. New feature for this release.

Forecast Billing Schedules

Revised the topic to add a note informing that the proposal line items associated with a Billing Plan can be included as part of forecast summary.

Unapply Payment Email Templates

New Topic. New feature for this release.

Implementing Milestone-based Billing for Quote-to-Agreement Flow

New Topic. New feature for this release.

Editing Installments on an Existing Milestone Billing Plan

Revised the topic to include an example.

October '24

11 Oct 2024

Splitting Invoices Using an API

New Topic. New feature for this release.

Configuring Admin Entries

New Topic. New feature for this release.

Understanding the Behavior of Billing Schedules and Usage Inputs After an Amendment

New Topic. New feature for this release.

Configuring Currency Precision Choice for Multi-currency Organizations

New Topic. New feature for this release.

Creating a Billing Plan

Revised the topic to add a note about displaying the currencies and currency symbols per the transaction source.

Billing Plans

Revised the topic to add a note about displaying the currencies and currency symbols per the transaction source.

June '24

12 Jun 2024

Wallets for Usage Inputs

Revised topic to add use case 2 describing the wallet balance consumption for the wallet-linked usage products.

February '24

07 Feb 2024

Payment Term

Revised topic to:

• Add a note in the introduction section.
• Added fields Offset 2 TypeandOffset 2 Value in the table.
• Added example.
• Added Use Cases.

Real Time Wallet Updates

Revised topic to add a new section:

• Updating Wallet Balances.

Adding Lines Manually to Invoices

New Topic. New feature for this release.

Amending Usage Assets

New Topic. New feature for this release.

Wallets

Revised topic to add the new sections:

• Wallet Balances.
• Terminating a WALI

Changing the Status of Billing Schedules

Revised topic to add a note for using the API to change the status of billing schedules of a WALI.

Direct Credit Memo from Invoices

Revised topic to add a new section:

• Creating Credit Memos for Invoices Referring to a WALI by Using an API.

Credit and Rebill

Revised the topic to add a new section:

• Credit and Rebill from Wallet Asset Line Item (WALI).

October '23

04 Oct 2023

Creating an Invoice Summary Line

New Topic. New feature for this release.

Configuration Required to Generate Summary Lines for an Invoice

New Topic. New feature for this release.

Invoice Line Summary for Ad Hoc Invoices

New Topic. New feature for this release.

Split a Billing Schedule

New Topic. New feature for this release.

Working with Draft Usage Rating

New Topic. New feature for this release.

Changing the Status of Billing Schedule by Calling an API

New Topic. New feature for this release.

Splitting an Invoice

Updated the topic about the invoice lines summary created for split invoices. If the parent invoice already has an invoice line summary generated, the split invoice, by default inherits the same.

June '23

07 Jun 2023

Billing System Properties

Added the following settings in the table:

• Creation of Legacy BS Records
• Bill Prorated Balance In First Schedule
• Consume Wallet During Invoicing
• Update Order Id

Understanding Billing Schedules

Billing the Legacy Assets

New Topic.

Understanding Catch-up Schedule in the Legacy Billing Period

New Topic.

Billing the Evergreen Assets

New Topic.

Performing "Credit and Rebill" on the Invoices of Legacy Assets

New Topic.

Billing the Usage Legacy Assets

New Topic.

Amending the Usage Legacy Assets

New Topic.

Full Term Cancellation

New Topic.

Partial Cancellation

New Topic.

Updating the Remaining Billable Amount

New Topic.

Recurring Billing for Legacy Assets

New Topic.

Amending the Recurring Legacy Assets

New Topic.

Renewing Legacy Assets

New Topic.

Billing One Time Legacy Assets

New Topic.

Billing Legacy Assets Associated with a Billing Plan

New Topic.

Forecast Billing for Legacy Assets

New Topic.

Understanding Proration

Revised the page to add the topic: New Proration Method to Bill the Round-Offs.

Advanced Wallet Drawdown

New Topic.

Implementing the Batch Job to Calculate Remaining Billable Amount

New Topic.

Invoice Life Cycle

Revised the page to add the topic: Manually Approving an Invoice.

Initiating Invoice Runs

Revised the page to add the topic: Invoice Run UI to Show Metrics in Preview Mode.

Invoice Email Template (Billing for Administrators)

Added a note to reflect that the functionality remains the same even if Conga Email Templates is selected as a folder.

Invoice Email Template (Billing for Users)

Manage Billing Plans on the Cart

Added Behavior in the table.

Billing Plans for Changed Assets

Updated page to revise introduction part.

Usage Schedules

Revised the page to add a note in the Delayed Usage topic.

February '23

07 Feb 2023

Billing Package Objects

Added the following objects to the list:

• Billing Plan
• Billing Plan Line Item
• Billing Plan Template
• Billing Plan Template Line Item

Upgrading Conga Billing

Added the "Updating the Help Text of Billing Start Date and Billing End Date Fields" section.

Post-Installation Configurations

Updated the "Add Picklist Values" section.

Creating a Billing Plan Template

Updated the description of the Plan Type, Start Type, and Billing Method fields.

Creating a Billing Plan

Updated the "Billing Plan without applying a Billing Plan Template" section.

Use Case: Validation of Period Start Date and Period End Date

New topic.

Use Case: Validation for Ready for Invoice Date

New topic.

Billing Plans

Updated the "Prerequisites" section.

Credit and Rebill

Added information about unrating usage inputs during Credit & Rebill.

Managing Credit Memos

New topic.

Creating Credit and Rebill Credit Memos and Calculating Tax for Credit and Rebill

Added the "Calculating Tax for Credit and Rebill" section and added a new request parameter unrateUsageInputs in the "Creating Credit and Rebill" section.

Billing System Properties

Set Up Billing Preference

Added the setting Ignore Renewal Proration Setting.

Billing Schedules for Decremented and Merged Assets

New topic.

Payment Term

Added the field Offset Early Invoice Date (Days) and description.

September '22

07 Sep 2022

Billing System Properties

Added a new setting Forecast Generation Batch Size.

May '22

22 Jul 2022

Configuring the Forecast Batch Size

New topic.

Billing System Properties

Added a new setting Forecast Generation Batch Size.

06 Apr 2022

Billing Management Rest APIs

Added the terminateAssets API section.

Forecast Billing Schedules

Added the "Forecast Statuses and Exception Messages" section.

Changing the Billing Schedules when you Change the Location of Assets

New topic.

Set Up Billing Preference

Added a note about the Selling Term Calculation Method setting.

Billing Preference

Modified the "Creating a Billing Preference" section.

December '21

03 Nov 2021

Configuring Invoice Fee Types

New topic.

Account Setup

Updated the topic with information about the Manage Invoice Fees field.

Invoice Detail

Updated the topic with a new invoice header field Total Additional Fee Amount and a note about additional invoice line items.

Billing System Properties

Updated the topic with information about the Usage Input Processing Order setting.

Scenario 8: Per Unit with Cumulative Range when Enable Usage Indexing is Selected

New topic.

Splitting an Invoice

Updated the topic with information about the enhanced split invoice logic to round off the amount for split type Percentage.

Summer 2021 Rev A

12 Aug 2021

Registering for Conga Upgrade Program

New topic.

Installing Conga Billing

Updated the topic with a tip about Conga Push Upgrade.

Upgrading Conga Billing

Updated the topic with a tip about Conga Push Upgrade.

API Supported Packages

Updated the topic with a tip about Conga Push Upgrade.

Summer 2021

07 Jul 2021

Forecast Billing Button on the Cart

New topic.

Billing System Properties

Modified topic. Updated the topic to add Validate Usage Reversal Property.

Wallets for Usage Inputs

Updated topic.

Forecast Billing Schedules

New topic.

Calculating Billing Amount based on the Contract Term and the Single Transaction Adjustment Flag

Modified topic. Updated the information about the Single Transaction Adjustment field.

Scheduling Invoice Email Delivery

Modified topic. Updated the topic with a note about the InvoiceEmailDeliveryJob.

Deleting Forecast Billing Schedules and Billing Summaries

New topic. New API introduced in this release.

Forecasting Billing Schedules for Smart Cart

Updated topic.

Forecasting Billing Schedules and Billing Summaries

Updated topic.

Forecasting Billing Schedules

Updated topic.

Spring 2021 Rev A

Post-Installation Configurations

Modified topic. Removed information about adding Billing Day of Week picklist.

Set Up Billing Preference

Modified topic. Removed information about Billing Day of Week field.

Billing Preferences

Modified topic. Removed information about Billing Day of Week field.

Generating Weekly Billing Schedules

Deleted topic. Feature not supported by Conga Billing.

Spring 2021

Post-Installation Configurations

Modified topic. Added information about adding Billing Day of Week picklist.

Set Up Billing Preference

Modified topic. Added information about Billing Day of Week field.

Billing Preferences

Modified topic. Added information about Billing Day of Week field.

Billing on Order Creation

New topic. New feature for this release.

Generating Weekly Billing Schedules

New topic. New feature for this release.

Calculating Billing Amount based on the Contract Term and the Single Transaction Adjustment Flag

Modified topic. Added information about the Single Transaction Adjustment field.

Sending an Invoice Email

Modified topic. Added information about sending invoice emails only for approved invoices.

Troubleshooting Billing SOAP APIs

New topic for this release.

Winter 2020

.Legal Entity based Template Configuration

Modified topic. Added a note about setting legal entity email address.

.Upgrading Conga Billing

Modified topic. Added information on upgrading to Winter 20 Conga Billing.

.Updating App Name and App Logo

New topic for this release.

.Billing System Properties

Modified topic. Added note about Simple Discount BS Generation System Property.

Forecast Billing on Quote/Proposal

Deleted topic. Administrators do not need to create Forecast button as it is available in the managed package.

.Forecast Billing Schedules and Billing Summaries on the Proposal

Modified topic. Added information about Forecast Billing Schedule button.

.Forecast Billing Schedules for Usage and Evergreen Products

Modified topic. Added information about Forecast Billing Schedule button.

.Invoice Life Cycle

Modified topic. Added note about direct credit memos.

.Direct Credit Memo From Invoice

Modified topic. Added information about Credit Memo filters.

.Payments

Modified topic. Added information about partial payments.

.Calculating Billing Amount based on the Contract Term and the Single Transaction Adjustment Flag

Modified topic. Added information about Apply Adj To Current Contract Term setting.

.Authenticating Billing APIs

New topic. Added information about authenticating billing APIs.

Summer 2020

Billing System Properties

Modified topic. Added Evergreen Refresh Batch Size system property.

Setup Billing Preference

Modified topic. Updated the topic to remove the invalid fields.

Understanding Proration

Modified topic. Removed the deprecated proration treatment, Combine with the First Period.

Billing System Properties

Modified topic. Updated the System Property, Invoice Generation Batch Size.

Asset Line Item Filter Callback Class

Updated the topic with a new sample code.

Upgrading Conga Billing

New topic. Contains information about upgrading from the previous two releases to the current release.

Invoice Filter Callback Class

Updated topic. Added information about the default filter behavior.

Invoice Grouping Callback Class

Updated topic. Added information about the default grouping behavior.

Custom Invoice Numbering

Updated topic. Added a note about custom numbering for credit memos.

Forecast Billing on Quote/Proposal

New topic. Added steps to explain the procedure of creating the Forecast action button on quote/proposal layout.

Invoice Life Cycle

Modified topic. Added information about processing large invoices.

Understanding Proration

Modified topic. Removed deprecated proration treatment, Combine with the First Period.

Direct Credit Memo From Invoice

Modified topic. Updated the procedure to reflect the new UI.

Billing on Order Activation

Modified topic. Renamed from Billing on the Order to Order Activation.

Forecast Billing Schedules for Usage and Evergreen Products

Modified topic. Added a use-case for generating forecast billing schedules for evergreen products.

Forecast Billing at Cart

Removed topic. Deprecated feature.

Integrating Conga with External Systems

New topic for external integrations using Conga Billing APIs.

API Supported Packages

Updated the topic with the Summer 2020 package details.

Creating Credit Memo Documents

Updated topic to include API signature.

Creating Invoice Documents

Updated topic to include API signature.

Creating Invoices

Updated topic to include API signature.

Creating Invoices for Orders

Updated topic to include API signature.

Previewing Pending Usage Inputs

Updated topic to include API signature.

Processing Pending Usage Inputs

Updated topic to include API signature.

Processing Rated Usage Inputs

Updated topic to include API signature.

Updating Tax Calculations And Breakups on Credit Memos

Updated topic to include API signature.

Updating Tax Calculations and Breakups on Invoice

Updated topic to include API signature.

Forecasting Billing Schedules

Updated topic to include API signature.

Creating Credit and Rebill

Updated topic to include API signature.

Creating Billing Plans

Updated topic to include API signature.

Forecasting Billing Schedules and Billing Summaries

Updated topic to include API signature.

Creating Direct Credit Memos

Modified topic. Updated the API to include newly introduced isFullCredit parameter and API signature.

Creating Billing Plan with Product Configuration

Updated topic to include API signature.

Forecasting Billing Schedules for Smart Cart

Updated topic to include API signature.

Applying a Late Fee

Updated topic to include API signature.

Cancelling a Late Fee

Updated topic to include API signature.

Creating Direct Credit Memos Asynchronously

New Topic. New API introduced in this release.

Retrieving Session Key

New Topic. New API introduced in this release.

Use Case for Usage-Based Billing

New topic. Use case to explain usage-based scenario using API execution.

Creating Invoices for Orders - REST Service

Deleted topic. Code sample added in Billing Management REST APIs.

Creating Invoices - REST Service

Deleted topic. Code sample added in Billing Management REST APIs.

Processing Pending Usage Inputs - REST Service

Deleted topic. Code sample added in Billing Management REST APIs.

Billing Management REST APIs

New topic. Added code sample in JSON format.

Applying Credit Memos to Invoices

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Applying Payments to Invoices

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Winter 2019

Manage Billing Plans on Cart

New Topic. New feature for this release.

Late Fee Batch Job

New Topic. New feature for this release.

Billing Plans from Cart

New topic. New feature for this release.

Direct Credit Memo From Invoice

Modified topic. Updated the procedure to include steps for selecting credit memo attachment template and credit memo template.

Ad-hoc Invoices

New topic. New feature for this release.

Creating a Billing Plan Template

Modified topic. Updated the screenshot to reflect the latest UI.

Late Fees

New topic. New feature for this release.

Changing Standard Billing Frequency to Custom Billing Frequency

New topic. New feature for this release.

Billing Schedules for Merged Assets

New topic. New feature for this release.

Billing Schedules for Bundle Products

New topic. New feature for this release.

Wallets for Usage Inputs

Modified topic. Updated the procedure to include the new feature, Rating Usage Inputs with Negative Quantity.

Billing Plans for Renewed Assets

Modified topic. Updated the topic to include the new feature, Manual Billing Flow for Asset Renewals.

Account Settings

Modified topic. Updated the topic to include Late Fees field.

Creating Billing Plan with Product Configuration

New Topic. New API introduced in this release.

Applying a Late Fee

New Topic. New API introduced in this release.

Cancelling a Late Fee

New Topic. New API introduced in this release.

Forecasting Billing Schedules for Smart Cart

New Topic. New API introduced in this release.

Summer 2019

Billing System Properties

Modified Topic. Updated the topic to include information about the following settings:

• Always Apply Usage Minimum
• Usage Minimum Field API Name
• Hide Bill Plan Template on Bill Plan
• Usage Rating Price Field Override
• Simple Discount BS Generation

Forecast Billing Schedules for Usage and Evergreen Products

New topic. New feature for this release.

Forecast Billing Schedules and Billing Summaries on the Proposal

Modified topic. Updated the procedure.

Usage Inputs

Modified topic. Updated the topic to include Rating Usage Inputs with Custom Price Fields feature.

Creating a Billing Plan Template

Modified topic. Updated the topic to include information about the new value Start Type field, Order Start Date.

Creating a Billing Plan

Modified topic. Updated the screenshot to capture the new UI.

Minimum Fee for Usage-based Products

New topic. New feature for this release.

Billing Metrics

New topic. New feature for this release.

Initiating Invoice Runs

Modified topic. Updated the screenshot to capture the new UI.

Calculating Billing Amount based on the Contract Term

New topic. New feature for this release.

Creating Direct Credit Memos

New Topic. New API introduced in this release.

Spring 2019

Billing for Evergreen Assets

New Topic. New feature for this release.

Billing System Properties

Modified Topic. Updated the topic to include information about the following settings:

• Create Single Delta Billing Schedule
• Auto Manage Payment Term

Usage Input

Modified Topic. Updated the topic to include the feature, Processing Usage Input with Negative Quantity.

Single Delta Billing Schedule for Mid-Cycle Amendment

New topic. New feature for this release.

Billing Schedules for Incremented Assets

New topic. New feature for this release.

Understanding Billing Schedules

Modified topic. Added information about Billing Schedule Category.

Sending an Invoice Email

Modified topic. Added information about sending an email from legal entity specific email address.

Sending Credit Memo Email

Modified topic. Added information about sending an email from legal entity specific email address.

Forecast Billing Schedules and Billing Summaries on the Proposal

Modified topic. Added information about Billing Summary.

Direct Credit Memo From Invoice

Modified topic. Updated the procedure to include Auto-Apply Credit Memo step.

Splitting an Invoice

Modified topic. Updated the procedure to include Bill To Account and Account Location step.

Auto Apply Credit Memo

Modified the topic to include the new feature, Auto Apply Credit Memo Order.

Forecasting Billing Schedules and Billing Summaries

New Topic. New API introduced in this release.

Winter 2018

Billing Schedules

Modified Topic. Updated the Bill Cycle Start Date field under Billing Preferences section, to capture the relevance of Period Start Date picklist.

Billing Preferences

Modified Topic. Updated the following:

• Added a new field, Ready for Invoice Date Offset
• Updated the Bill Cycle Start Date field under Billing Preferences section, to capture the relevance of Period Start Date picklist.

Legal Entity based Custom Numbering

New Topic. New feature for this release.

Legal Entity based Template Configuration

New Topic. New feature for this release.

Setup Billing Preference

Modified Topic. Updated the Bill Cycle Start Date field to capture the relevance of Period Start Date picklist.

Invoice Life Cycle

Modified the topic to include details about moving an invoice back to draft stage

Splitting an Invoice

New topic. New feature for this release.

Creating a Billing Plan

Modified topic. Included details about how payment term is applied from the account or account location

Defining Filter Criteria

Modified topic. Updated the screenshots to reflect the latest angular UI.

Auto Apply Credit Memo

New topic. New feature for this release.

Creating Billing Plans

New Topic. New API introduced in this release.

Summer 2018

Understanding Proration

Modified Topic. Updated the topic to include the feature, Combine with First Period.

Dunning Policy

Modified Topic. Updated the topic with a note.

Email Invoice Attachment Callback Class

Modified Topic. Updated the code sample to include the new parameter, default email body.

Billing System Properties

Modified Topic. Updated the topic to include information about the following settings:

• Delete Forecast
• No Proration on Renewal

Forecast Billing Schedules on the Proposal

New topic. New feature for this release.

Credit and Rebill

New topic. New feature for this release.

Use Case: Milestone-based billing

Added a use case for the billing plan topic.

User Usage Schedules

Modified the topic to include the new feature, Delayed Usage

No Credit on Cancellation

New topic. New feature for this release.

Payments

New topic. New feature for this release.

Processing Options

Modified the topic to include the new feature, Override Credit Memo Template

Forecasting Billing Schedules

New Topic. New API introduced in this release.

Creating Credit and Rebill

New Topic. New API introduced in this release.