Edit Custom Plan Templates

Finance administrators can now edit existing custom plan templates to adjust the billing plan structure, such as the number of installments, the percentage allocation, or the schedule for billing events. It also allows them to align the template with new finance or sales policies.

For more information, see Editing a Custom Plan Template.

Clone custom plan templates

Finance administrators can clone existing custom plan templates to create new ones faster and more efficiently. The Clone action is available on the Plan Template page.

For more information, see Cloning a Custom Plan Template.

Complete Milestone on Custom Plan Detail Page

For more information, see Completing the Milestone.

Edit Milestone Line Items After Billing Header Creation

Sales representatives can edit the line items of a milestone type custom plan after the billing header is created. Only line items with Pending Milestone status are editable.

For more information, see Editing a Milestone Custom Plan after Billing Generation.

Usage Inputs List View

The Usage Inputs list view displays all usage input records, sorted by creation date in descending order. It includes default columns and highlights newly created or recently modified records with New and Modified badges. The page also enables users to perform Estimate, Rate, Unrate, and Delete actions on individual records or multiple records through bulk operations.

For more information, see Usage Inputs, Rating Usage Inputs, Unrating Usage Inputs, and Estimating Usage Inputs.

Usage Input Details View

Usage Inputs are the records that capture raw, unrated consumption data (like internet consumption, data storage, medical equipment usage, utility consumption etc.) for usage-based products or services.The Usage Input Details View displays Basic Details, Period & Billing Details, and Draft Billing Details for each usage input record. It provides access to dynamic actions — Delete, Clone, Estimate, Rate, and Unrate — based on the record's status. The detail view is accessible by clicking the usage input Name from the list view. For more information, see Usage Input Details.

Payment Term Landing Page

Introduced a new Payment Terms landing page under Billing Settings that provides a dedicated list view of all configured payment terms.

For more information, see Payment Term.

Preference List and Detail Views for Admins and Users

The Preference list view is available under Billing Settings, providing billing analysts and finance admins with the ability to view and manage billing preferences. The list view features a default set of columns. Admins can access a detailed view of each billing preference, by clicking the preference Name which serves as a link to the details page.

For more information, see Preference and Manage Preferences.

Edit API for Custom Plans Created from a Template

The Edit API now supports editing custom plans created from a custom plan template before proposal acceptance, allowing changes only to the Template ID, Billing Amount Criterion, LineItemIDs, and Description fields. The API enforces restrictions based on proposal status and field requirements, and automatically updates plan line items from the template when applicable.

Implementation teams can use the following endpoint:

PUT: api/billing/v1/custom-plans

For more information, see Developer Hub.

Configure Manage Custom Plans Action on Quote Details Page

The admin can now configure a Manage Custom Plans action in the Next Steps button on the quote header. This action enables the users to create, view, edit, or delete custom billing plans directly from the Quote details page.

For more information, see Configure Manage Custom Plans Action on Quote.

API to Apply Credit Memos to Invoices

The new API enables finance analysts to manually apply one or more approved credit memos to an approved invoice, reducing the invoice's balance and updating related A/R transaction records on both the invoice and credit memo. The API enforces validation rules — including status checks, unapplied balances, and duplicate detection — and updates payment statuses and audit logs accordingly. All changes are committed atomically to maintain data integrity.

Implementation teams can use the following endpoint:

POST: /api/invoicing/v1/creditmemos/apply-to-invoices

For more information, see Developer Hub.