Credit Memo APIs for Invoice Management

The Create Credit Memo API enables generation of credit memos from invoice creation requests containing negative Billing Schedule Records (BSRs). It supports generating credit memos with following two options:

One Per All Relevant Negative Schedules: The system generates one consolidated credit memo for all applicable negative billing schedule records into a single credit memo by matching on Bill To, Ship To, Sold To, Location, Currency, and Ready for Invoice Date. It sets the parameter Credit Memo Creation Option to One Per All Relevant Negative Schedules.

One Per Negative Billing Schedule: The system generates one credit memo for each negative billing schedule record in a Pending Billing status. It sets the Credit Memo Creation Option to One Per Negative Billing Schedule with other parameters remaining same as above.

The Approve Credit Memos API enables approval of one or multiple credit memos with statuses Draft or Pending Approved when no approval process is implemented. It updates the status of eligible credit memos and their line items to Approved, mark related BSRs and billing schedule details as Invoiced, and update billing header rollup fields such as Total Invoiced Amount and Total Pending Amount.

The Cancel Credit Memos API enables cancellation of one or multiple credit memos in Draft or Pending Approval status.

For more information, see Use Case: Credit Memo Creation Option.

Consumption Billing APIs: Comprehensive Rating Methods and Usage Input Management

This release extends the Rating API to support a full suite of rating methods for usage-based subscriptions using the following methods:

Rate based on quantity's price (for Dimension Value = Discrete): In this method, each specific quantity (or combination of dimensions) has its own unique price. There is no range or cumulative calculation — only the exact quantities defined in the price matrix are rated.

Rate based on quantity's exact tier price (for Dimension Value = Range): In this method of rating, the system checks the quantity entered for a usage input and determines which price tier (or slab) it falls into. The Rated Amount is calculated based on the price defined for that tier.

Rate based on fee per tier from the starting tier (for Dimension Value = Cumulative Range): This method calculates the rated amount by summing up the charges for each tier up to the total usage quantity, that is, it adds up the charges for all tiers up to the entered quantity, not just the tier where the quantity falls.

The Estimate Usage Inputs API enables the estimation of one or more usage inputs for subscriptions using the supported methods, with Each as the unit of measure. The API validates the provided usage inputs and calculates draft-rated amounts based on tier pricing defined in OrderUsageTier or AssetUsageTier.

The Unrate Usage Inputs API allows reversal of rating for one or more usage inputs, updating their status to Unrated and nullifying related amounts and quantities on billing schedule records and billing header.

For more information, see Use Case: Consumption-based Billing Workflow.

CPQ Sub-Menu Operations During ABO

This release introduces key updates to billing and asset-based ordering (ABO) processes. Change: Quantity and Change: Configuration features are for the Conga CPQ customers using Conga CPQ & Conga Billing for their QTC operations.

The Change: Configuration operation allows sales representatives to update configuration attributes or start dates for assets and subscriptions directly from the cart. The system creates a replacement asset and terminates the original asset, reflecting changes in order lines and cascading updates to billing, with support for full cancellations or mid-term changes per the selected scenario.

The same operation is extended to support altering bundle configurations in CPQ ABO carts and orders. Sales representatives can update bundle options and effective dates, resulting in the termination of the original asset and creation of a new or upgraded asset, with order and billing records reflecting these changes. Only scenarios involving configuration changes and/or start date changes are supported at this time.

The Change: Quantity operation enables sales representatives to increment asset or subscription quantities directly from the cart using the Change sub-menu. This operation supports three scenarios: creating a new asset for the increment, updating the existing asset, or updating the asset with a new start date. Order and billing records reflect these changes, with updates to order line items, asset line items, and billing schedules.

When quantities are decremented, existing assets, order line items, and billing schedules are updated based on the billing status, including canceling billing records outside the new contract dates. While the Change > Quantity supports decrementing the quantity, the system prevents decrements that result in zero or negative quantities and supports scenarios where the overall quantity remains at least one.

For more information, see Change Sub-Menu Operations.

Enhanced UI and User Experience for Billing

This release delivers extensive updated UI and user experience updates for Billing Management. Access redesigned landing pages for Billing Headers, Invoice Creation Requests, Invoices, and Credit Memos, featuring sortable columns, advanced filtering, pagination, export to Excel, and focus filters for identifying new or modified records.

Billing operations also benefit from a centralized Billing Settings Page for administrative oversight, with logically grouped settings and contextual help.

Invoice Management now includes enhanced capabilities for submitting and scheduling invoice run requests directly from the UI, with dynamic scheduling options and real-time progress tracking.Users can view and monitor submitted or scheduled Invoice Creation Requests in read-only mode, with access to detailed request information, including filter and split criteria, and a comprehensive Result Details page.The application also allows users to clone and edit requests in Draft status, with an intuitive interface for modifying criteria and logically grouped request information.The Result Details page provides visibility into all related invoices and credit memos, with support for pagination, sorting, search, and data export.

Additionally, Invoice Line Item Details view is available, presenting grouped information such as key record details, customer information, revenue and payment data, product details, and related records.

Credit Memo Management now features a dedicated landing page and detailed views for Credit Memos and Credit Memo Line Items. Standard list view capabilities include search, filtering, sorting, export to Excel, and pagination, along with configurable layouts and placeholders for mass actions. The Credit Memo Detail View presents key fields, user information, available actions, credit memo line items, and related invoices, with navigation paths dynamically reflecting the point of entry. Actions such as Edit, Approve, Cancel, and Delete are available based on the credit memo status. Once approved, fields become read-only, and certain actions are restricted based on payment status. The Credit Memo Line Item Detail View provides access to related invoice line items.

For more information, see Billing Header, Invoice Creation Request, Invoices, and Credit Memos.