Custom Plan Billing Amount Criterion – Bill the Un-invoiced and Un-billed

Introduced a new parameter called Bill the Un-invoiced and Un-billed, to the Billing Amount Criterion field in the custom plans. This feature enables the system to calculate and create new installments by determining both pending invoice amounts from previous sales and new amounts from ongoing sales for term-based plans with ABO supporting Full Term, Mid Term, and Mid Period scenarios in plan amendments and billing frequency changes.

For more information, see Switch from Regular Billing to Custom Billing and Use Case: Term Based Custom Plan for Change Operation.

Enhancements to Asset Based Ordering (ABO)

This release extends enhancements to ABO on the Conga Platform to handle more billing change scenarios on existing subscriptions. It now supports scenarios including:

• Support is added for changing the Billing Preference on existing subscriptions when the new preference differs from the old preference in key billing fields, such as Billing Cycle Start, Billing Day of Month, Calendar Cycle Start, Proration Computation Method, and Prorate When Billing As One Time. This update applies to non-usage products and aligns the behavior during upcoming changes, impacting billing schedule records (BSRs).
• The Sync Billing Info During Amendment setting has been introduced to control how billing-related updates behave during subscription amendments. When this setting is Disabled, amendments to key billing fields in Preferences - such as Billing Cycle Start, Billing Day of Month, Calendar Cycle Start, Proration Computation Method, and Prorate When Billing As One Time - are not synchronized with existing assets or subscriptions. When this setting is Enabled, the system syncs the updated billing fields to all related assets and subscriptions.
• Changes to the Payment Terms and Billing Rules.
• Changes to Ship To / Ship To Location can now occur without unnecessarily impacting existing billing schedules, unless combined with other qualifying changes that cause billing schedule changes.

Any updates to a Billing Policy/Preference, Payment Terms, and Billing Rules are forward?looking and apply only from the next transaction onward, ensuring that existing contracts remain unaffected unless explicitly realigned.

These improvements give customers a finer control, when billing attribute changes propagate to assets or subscriptions during an ABO.

For more information, see Use Case: Sync Preference Changes during ABO, Change in Billing Rule, Change in Billing Policy/Preference, Change in Payment Term, and Compliance Requirement for Payment Term.

Invoice management

This release expands Invoice Management on the Conga Platform, delivering more control over how invoices are generated and grouped.

Key enhancements included in this phase:

• Configurable Payment Terms
  • Administrators can define flexible payment term rules that automatically calculate invoice due dates based on the invoice date and advanced offsets.
  • They can create more complex customer payment arrangements to help drive downstream processes such as collections, late fees, and credit management.
• Smarter Invoice Split Rules
  • Invoice Creation APIs now support enhanced criteria to automatically split invoices.

For more information, see Use Case: Create an Invoice Run Request and Developer Hub.