Conga Billing for Salesforce February '25 Release Notes
In these release notes, you can find packages, requirements, new features and enhancements, and fixed and known issues for the Billing February '25 release. For documentation updates, see What's New in Billing Documentation.
This documentation may describe optional features for which you have not purchased a license; therefore your solution or implementation may differ from what is described here. Contact your customer success manager (CSM) or account executive (AE) to discuss your specific features and licensing.
To access the learning path, including overviews and demonstrations of this release’s updated features and enhancements, visit the Conga Learning Center.
Packages
The following packages and dependencies are required to upgrade to this release and use its new features. These are the minimum required versions; later versions are also supported. Prerequisites for each feature can be found in its documentation. Packages marked (New) are new for this release.
You can register your org for Conga Push Upgrade. Conga Push Upgrade is an automated tool that upgrades packages available in your Salesforce org (production or sandbox) to the latest versions. In addition, it ensures that all the Conga published managed packages are on the latest versions for your registered orgs. For more information, see Registering for Conga Push Upgrade.
|
Package |
Latest Certified Version | |
|---|---|---|
|
Name |
Number | |
|
Conga Base Library (New) |
6.0.271 |
6.271 |
|
Conga Quote Configuration Integration (New) |
17.0.417 |
17.417 |
|
Conga Configuration & Pricing (New) |
17.0.2154 |
17.2154 |
|
Conga CPQ API |
16.0.0136.1 |
16.136.1 |
|
Conga Quote Asset Integration |
6.5.0015 |
6.15 |
|
Conga Quote Management (New) |
15.0.270 |
15.27 |
|
Conga Contract Lifecycle Management (New) |
16.0.783 |
16.783 |
|
Conga CLM Configuration Integration (New) |
17.0.194 |
17.194 |
|
Conga Quote CLM Integration |
13.1.0086 |
13.86 |
|
Conga Billing (New) |
11.0.417 |
11.417 |
Conga Order Management | 1.0.0000 | 1 |
System Requirements and Supported Platforms
For requirements and recommendations to consider before installing the Conga product suite, see the System Requirements and Supported Platforms Matrix.
New Features and Enhancements
The following features are new to Conga Billing in this release.
Support to Unapply Payment from the User Interface
You can now unapply payments from the invoice and payment records using the Unapply Payment button on the User Interface.
For more information, see To Unapply Payment From Invoice Record and To Unapply Payment From Payment Record
Support to Unapply Payment Using an API
Conag Billing now supports unappling a previously applied payment record(s) on invoices using an API. You can enter the Invoice ID and unapply all the payment records applied to that invoice. Conversely, you can enter the payment record ID and unapply it from the associated invoice.
For more information, see Unapply Payment Using an API.
Support to Apply Payment from Invoice using the User Interface
You can now apply payments from the invoice using the Apply Payment button on the User Interface.
For more information, see To Apply Payment From Invoice Record.
Ability to Edit the Installments on an Existing Milestone Billing Plan
You can now modify the installments on an existing milestone billing plan of an asset without performing an ABO operation. The installment lines in Expected status can only be modified.
For more information, see Editing Installments on an Existing Milestone Billing Plan.
Supporting Forecasting Data for Line Items with a Billing Plan
You can now include the proposal line items associated with a Billing Plan as part of forecast summary. The forecast summary can be generated either by clicking a button on the UI or using the API.
For more information, see Forecast Billing Schedules.
Data Model Changes
The following objects and fields are introduced to or changed in the system or data model in this release.
|
Object |
Field |
Description |
System/User |
New/Changed |
|
Billing System Properties |
System |
Changed | ||
|
Unapply Payments Threshold |
Indicates the number of days from an invoice's due date beyond which a previously applied payment cannot be unapplied. |
User |
New | |
Payment Term | System | Changed | ||
Unapply Payments Threshold | Indicates the number of days from an invoice's due date beyond which a previously applied payment cannot be unapplied. | User | New | |
Account | System | Changed | ||
Unapply Payment Email Template | Email template used for sending unapply payment notifications. Enter the name of email template to make it a default template. | User | New | |
Account Location | System | Changed | ||
Unapply Payment Email Template | Email template used for sending unapply payment notifications. Enter the name of the email template to make it a default template. | User | New |
Fixed Issues
There are no fixed issues in this release.
Known Issues
There are no known issues in this release.
DOC ID: BILFEB25RN20250211
