Supporting Proration During Amendment

Proration is now supported while pushing out the contract start date of a recurring product. You can now create prorated billing schedule records by setting the required configurations to True.

For more information, see the following sections:

• Recurring Product - Subscriptions With Proration and Calendar Cycle Start - Contract Term and TCV (Sales) Remains Unchanged
• Recurring Product - Subscriptions With Proration and Calendar Cycle Start - Contract Term, TCV (Sales), or Both are Changed

Supporting Pushing Out the Contract Dates for Evergreen Products

Conga billing supports the scenario where an evergreen product's start date has been delayed, and the dates are pushed out to keep the original term or price the same as before. This may have repercussions on the billing schedules created due to the auto-renewal functionality, and the API will now be able to create those schedules.

For more information, see Pushing Out the Contract Date of Evergreen Subscriptions Without the Renewal Schedules and Pushing Out the Contract Date of Evergreen Subscriptions After the Renewal Schedules are Created.

Supporting the Customization of Direct Milestone Custom Plans

You can now enforce the billing periods for every milestone by setting the value in the Periods Needed field to True and by entering period dates in the API input parameters.

For more information, see Creating a Direct Milestone Custom Plan.

Support for Creation, Cloning, Activating, and Inactivating Custom Plan Templates from the UI

You can now create, clone, activate, or inactivate a custom plan template from the user interface.

For more information, see To Clone a Custom Plan Template, To Create a Plan Template, and Custom Plan Details.

Supporting "None" as a Value for Calendar Cycle Start

You can now choose None as a valid value in the Billing Preference for the Calendar Cycle Start field.

For more information, see Effect of Calendar Cycle Start on the Billing Schedule Records.

Supporting Forecast Billing with Order ID and Product Configuration ID

The forecast billing API is enhanced, allowing you to forecast the billing with Order ID and Product Configuration ID in addition to forecasting with order line items or CPQ line items. The forecast billing schedule records reference the parent record ID.

The Implementation team can use the following API for forecast billing:

https://<URL_of_the_Instance>/api/billing/v1/schedules/forecast

For more information, see Forecast Billing for Orders, Order Line Items, Product Configuration and Line Items

Supporting Quantity Changes of a Product or Service

Conga Billing now supports a change in the quantity of recurring and standalone products or services. The change in quantity indirectly affects the pricing of a product or service. Quantity changes can be implemented at the start or in the middle of a period.

For more information, see Indirect Price Changes.

Supporting Direct Price Changes

Direct price changes to a product or service include offering discounts, adding a markup, service upgrades, or downgrades.

For more information, see Direct Price Changes.

Launching Billing Management User Interface on the Conga Platform

Click the Billing Apps on the Conga Platform to access the Billing Management UI.

The Billing Headers page is displayed when you click the Billing Headers icon on the left panel. This page enables you to access the list of billing headers and perform activities like searching, filtering, sorting, view settings, and pagination.

For more information, see Logging in to Billing Management and About Billing User Interface.

Navigating to the Billing Settings Page

Billing admin can now navigate to the Billing Settings page on the Billing Management UI to configure the application service in the right way.

For more information, see Accessing the Billing Apps Page on Conga Platform and Billing Settings.

Supporting Creation of Forecast Billing Summary

The forecast billing API is enhanced, allowing you to generate the forecast billing summary. The forecast billing summary is generated based on the value of the Forecast Billing Summary Criterion configured in the billing settings.

The Implementation team can use the following API to generate the forecast billing summary:https://<URL_of_the_Instance>/api/billing/v1/schedules/forecast

For more information, see Forecast Billing for Orders, Order Line Items, Product Configuration and Line Items.

Viewing the Billing Header Details

Billing users can now navigate to and view the billing header details by clicking the billing header ID on the UI. The Details page has four sections containing all the available fields.

For more information, see the Billing Header.

Support for Viewing, Creating, and Editing the Billing Preference and its Details

You can navigate to the Preferences page to view, create, or edit a billing preferences. Clicking any of the preference links takes you to the preference Details page displaying all the available fields. You can also create and edit a preference from the Preferences page on the UI.

For more information, see Set Up Billing Preference.

Support for Retrieving the Forecast Records with Proposal ID, Order ID, Product Configuration ID, Order Line Item ID, or LineItem ID

The forecast billing API is enhanced, allowing you to retrieve the forecast records with Proposal ID, order ID, product configuration ID, order line items ID, or line items ID.

The Implementation team can use the following API for forecast billing:

{{https://<URL_of_the_Instance>/api/billing/v1/schedules/forecast/{businessObjectType}/{businessObjectId}}}

For more information, see Forecast Billing for Proposal, Orders, Order Line Items, Product Configuration and Line Items.

Support for Viewing the Billing Schedule Records and its Details

You can click the Schedule Record under Details in the left panel to see the list view of all the billing schedule records (BSRs) under a billing header. Clicking any of the schedule records takes you to the schedule record's details page.

For more information, see Billing Schedule Records.

Supporting Indirect Price Changes

Conga Billing now supports scenarios where changing the contract term causes an indirect change to the price.

For more information, see Recurring Product - Only the End Date of the Contract is Extended and Recurring Product - Only the Start Date of the Contract is Advanced.