Any organization, company or consumer that a user wants to track as a customer, partner, or competitor.

Any day on which you want to bill your customers. Billing schedules are aligned on the basis of the billing cycle start.

The day of the month on which you want to bill the customer.

Dictates how the total contract value is distributed and billed over time.

A plan used when you want a customized billing arrangement. You can create a billing plan when you want to bill a customer over certain periods throughout the year or on achieving a predefined milestone.

Drives the generation of Billing Schedules. The Billing Preference that you define determines:

• Billing schedule alignment based on the billing cycle start day
• If informational billing schedules are created or hidden

Determines the date on which an invoice will be generated for a billing schedule.

For a product, billing schedules are a distribution of the net amount of a contract, based on the chosen Billing Frequency.

A Legal document that states the credit balance. It is issued to counterbalance current invoices or apply to future invoices.

Lets you customize your invoice numbering by adding dynamic prefixes and suffixes.

A functionality that allows you to process usage after the end of the contract.

The process of methodically communicating with customers to ensure the collection of accounts receivable. It is a formalized notification process to follow up and collect the money owed by the customer.

An asset without an expiration date. The asset is billable forever until the subscription is cancelled (evergreen billing).

A batch job for generating invoices in bulk.

Used to generate an Invoice document.

A list of products or services provided, with a statement of a sum due for each product or service sold.

An object used to calculate the invoice due date from the invoice date.

How a billed amount is distributed over partial billing cycles.

An option to cancel an asset on the same day.

You can split your customer's invoice into two or more invoices. Splitting an invoice is useful when your customers want to spread their payments across multiple invoices.

When any payment is made using any third-party payment solution, the payment detail (such as amount, mode, date and other information) is passed on to the Conga Billing Management system and registered as a Related A/R Transaction that corresponds to that transaction type.

An object used to record the usage quantity consumed within a specific duration.

A field that contains the numeric value of Usage Inputs to process per batch when rating the usage. The default value is 200.

Detailed usage rating information, including the current total rated quantity.

A custom button on the UI which allows you to manage funds in your wallet.