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Billing Features List
| Release Added/Modified | Feature |
|---|---|
| Version 10.396 (February '24) | Payment Term |
| Real-Time Wallet Updates | |
Adding Lines Manually to System-Generated Invoices | |
Amending Usage Assets | |
Wallets | |
Changing the Status of Billing Schedule by Calling an API | |
Direct Credit Memo From Invoice | |
| Version 9.2.377 (October '23) | Credit and Rebill |
Configuration Required to Generate Summary Lines for an Invoice | |
Invoice Line Summary for Ad Hoc Invoices | |
Splitting a Billing Schedule | |
Working with Draft Usage Rating | |
Changing the Status of Billing Schedule by Calling an API | |
Splitting an Invoice | |
| Version 9.1.345 (June '23) | Supporting billing of legacy assets |
New proration method to bill round-offs | |
Advanced wallet drawdowns | |
Invoice run metrics preview | |
Approve button disabled during invoice approval | |
Version 9.319 (February '23) | Separate APIs to Create a Credit Memo and Calculate Tax for Credit and Rebill |
| Unrate Usage Inputs for Usage Asset Line Items During Credit & Rebill | |
| Control the Effect of the Global Custom Setting “No Proration on Renewal” | |
| Create Billing Schedules and Invoice Line Items Using Custom Billing Plan with 0.00 Fee Amount | |
| Billing Schedules for Decremented and Merged Asset Line Items | |
| Flexibility for Populating Ready for Invoice Date and Validation of Dates for "Fixed" Billing Plan | |
| Version 8.1.299 (September '22) | Configure Forecast Batch Size |
| Version 8.0.296.2 (May22.07.22) | Configure Forecast Batch Size |
| Version 8.0.296 (May '22) | Introducing Terminate Assets REST API |
| Capture Forecasting Status | |
| Enhanced Invoice Generation at Account Location | |
| Support Delayed Usage for Invoiced Period When Wallet is Linked to Usage Products | |
| Version 7.3.284.8 (December21.07.01) | Configure Forecast Batch Size |
| Version 7.3.284 (December '21) | Introducing Additional Invoice Fee Types |
| Processing Order for Usage Inputs | |
| Support for More Adjustment Types with Cumulative Range When Enable Usage Indexing is Selected | |
| Enhanced Split Invoice Logic to Round Off Amount for Split Type Percentage | |
| Version 7.1.274 (Summer '21) | Forecast Billing at Cart |
| Validate Usage Reversal | |
| API to Delete Forecast Billing Data | |
| Forecast Billing for Order using Forecast APIs | |
| Version 7.1.262 (Spring '21) | Generating Weekly Billing Schedules |
| Generating Billing Schedules on Order Creation | |
| Ability to Apply Discount on Entire Contract Term | |
| Sending Invoice Emails for Approved Invoices Only | |
| Limited Support for Ready for Billing Date Field for Existing Implementations | |
| Version 6.2.251 (Winter '20) | Ability to Apply Partial Payments |
| Ability to Filter Invoice Line Items on Direct Credit Memo UI | |
| Ability to Auto-Apply Credit Memo only for Auto-Approved Credit Memos | |
| Intuitive Error Message While Moving an Invoice to Draft Stage | |
| Ability to Generate Credit Memo for Selected Line Items from Large Invoice | |
| Forecast Billing Schedule Button on Quote/Proposal | |
| Deprecated System Property: Simple Discount BS Generation | |
| Deprecated Page: ShowForecastSchedules | |
| Version 6.2.238 (Summer 2020) | Processing Large Number of Invoices and Credit Memos |
| API to Create Direct Credit Memos Asynchronously | |
| API to retrieve Session Key | |
| Updated UI for Direct Credit Memo | |
| Ability to Specify Batch Size for the Evergreen Refresh Job | |
| Billing System Property: Invoice Generation Batch Size | |
| Provide Full Credit with createDirectCreditMemos API | |
| Deprecated: Fields on Billing Preference | |
| Deprecated: Combine with First Period Proration Treatment | |
| Version 5.3.199 (Winter 2019) | Billing Plans on the Cart |
| Selecting Credit Memo Attachment Template and Email Template when Creating Direct Credit Memo | |
| Create Ad Hoc Invoices | |
| Revamped UI for Billing Plan Template | |
| Forecast Billing Schedules for Smart Cart | |
| Late Fees | |
| Changing Billing Frequency from Standard Frequency to Custom Billing Frequency | |
| Billing Schedules for Merged Assets | |
| Bundle Fee Amount Distribution for Co-Terminating Options | |
| Deprecated: Same Day Cancellation Billing System Property | |
| Wallet Enhancement: Rating Usage Inputs with Negative Quantity | |
| Delayed Usage: Description of Billing Schedules | |
| Billing Plan: Manual Asset Renewal Flow | |
| Version 5.1.176 (Summer 2019) | Ability to Hide Create New Template Link from Billing Plan |
| Ability to Generate Forecast Billing Schedules for Selected Quote Line Items | |
| Rating Usage Inputs based on Custom Price Fields | |
| Revamped UI for Creating Billing Plans | |
| Ability to Change Ready for Invoice Date based on the Order Line Item Start Date | |
| Minimum Usage Charge | |
| Billing Metrics | |
| Revamped UI for Invoice Run | |
| API to Create Direct Memos | |
| Ability to calculate Billing Amount based on Contract Term | |
| Billing Schedule Forecasts for Evergreen and Usage-based Products | |
| Version 5.1.158 (Spring 2019) | Rating Negative Quantity for Usage-Based Products |
| Auto Apply Credit Memo Order | |
| Split Invoices based on Account or Account Locations | |
| Auto Apply Credit Memo to Invoices While Creating a Direct Credit Memo | |
| Forecast Billing for a Quote/Proposal | |
| Invoices and Credit Memos Emails from Legal Entity | |
| Billing for Products with Negative Price List Items | |
| Auto Managing Payment Terms on Invoices | |
| Billing for Incremented Assets | |
| Billing for Evergreen Assets | |
| Single Billing Schedule for Asset-Based Amendments | |
| Version 4.8.0140 (Winter 2018) | UI Enhancement for Invoice: Change Invoice Status back to Draft |
| Billing Plan: Non-Mandatory Payment Term | |
| Revamped UI for Invoice Run | |
| Billing Preference: Ready for Invoice Date Offset | |
| Legal Entity based Billing | |
| API to Create Billing Plans | |
| Auto-Applying Credit Memos to Invoices | |
| Splitting an Invoice | |
| Version 4.7.0129 (Summer 2018) | Performance Enhancement to Invoice Run Batch job |
| Enhancement to Email Invoice Attachment Callback Class | |
| Enhancement to createInvoice API | |
| Enhancement to Credit Memo - Auto-approve option for manual credit memos | |
| Enhancement to Invoice Run - Override Credit Memo Template | |
| Dunning Policy for Partially Paid Invoices | |
| Payments functionality | |
| Early Termination Rule: No Credit on Cancellation | |
| Proration Period Treatment - Combine with the First Period | |
| Support Added for Salesforce Files | |
| Processing Delayed Usage | |
| Credit and Rebill Invoices | |
| Forecast billing schedules on the proposal | |
| Version 4.6.0120 (Spring 2018) | Change in Billing System Property: Billing Org-Wide Email Address |
| Enhancements to Direct Credit Memo Creation Functionality | |
| Enhancements to the Billing Console UI | |
| Enhancements to Billing Plans | |
| Enhancement to the Invoice Run Batch Job | |
| Availability of Previous versions of invoices and credit memo documents available email delivery | |
| Dunning Policy | |
| Wallet Manager | |
| Version 4.5.0114.1 (Winter 2017 Patch 1) | Pagination on the credit memo page |
| Filters on the credit memo page | |
| Display fields on the credit memo page | |
| Version 4.5.0114 (Winter 2017) | Real-Time Wallet Updates |
| Billing Schedule Filter on Invoice Run | |
| Version 4.5.0110 (Spring 2017 Patch 3) | Callback Interface to email Credit Memos to a custom set of contacts |
| Callback Interface to email Invoices to a custom set of contacts | |
| Version 4.5.0102 (Spring 2017) | Improved address logic on Tax Input |
| Calculating Usage Inputs with fractional quantity | |
| Unique identification of different addresses for different accounts on the Invoice object | |
| Version 4.5.0114 (April 2017 Patch 1) | Improved address logic on Tax Input |
| Unique identification of different addresses for different accounts on the Invoice object | |
| Version 4.5.0101 (April 2017) | Enablement of price tier adjustments for usage-based products |
| Global API to view the rated amount for Usage Inputs | |
| Global API for rating Usage Inputs synchronously or asynchronously | |
| Version 4.5.0100 (February 2017) | Ability to Generate Credit Memo Document using an API |
| Ability to Specify Batch Size for the Usage Rating | |
| Credit Limit Allocation from Multiple Billing Schedule | |
| Support of Usage Indexing for a Usage-based Product | |
| Split the Billing Plan Amount Evenly | |
| Billing Period for Evergreen Assets | |
| Version 4.5.0096 (November 2016) | Supported Proration Period |
| Version 4.5.0094 (October 2016) | Custom Document Name for Invoice Attachments |
| User Interface for Billing Plan Template | |
| New Billing Activation Setting | |
| Version 4.5.0094 (September 2016) | A/R Transaction Update |
| Revised Tax Callback | |
| Version 4.5.0091 (August 2016) | Updates to Payment Term |
| Revised Tax Callback | |
| Custom Invoice Numbering | |
| Introducing Revised Billing Schedules | |
| Version 4.5.0088 (July 2016) | Updated Billing Console |
| Track Email Activity Records | |
| Preview Billing Contacts on Account/Account Location | |
| Version 4.5.0087 (June 2016) | New Invoice Detail Interface |
| New Billing Dashboard | |
| Improvements in the UI | |
| Revised Billing Schedule for Swapped Assets | |
| Invoice Grouping Callback Class supports Custom fields | |
| A/R Transactions Update using Post-Install script | |
| Cancel Approved and Unpaid Credit Memos | |
| Forecast Billing at the Cart Level | |
| Version 4.0.0085 (May 2016) | Revise Legacy Billing Schedules using a script |
| Prevent Excess Credit on ABO Operations | |
| Asset Cancellation on the Same Day | |
| New Billing Frequency - 'Single Period' | |
| Cancel Approved Invoices | |
| Pick Invoice Date from the Billing Schedules | |
| Tax display on Invoice Line Item | |
| Generate Credit Memos | |
| Version 4.0.0082 (March 2016) | Amend Evergreen Assets |
| Unrated Usage | |
| Add Invoice Email Templates to Account and Account Locations | |
| Invoice Delivery Status | |
| Invoice Email Delivery | |
| Version 4.0.0080 (February 2016) | Reports |
| Prorated Cancellation for One-time Asset | |
| Separate Invoicing | |
| Bill on Ready for Billing Date | |
| Version 4.0.0077 (January 2016) | Updated Rounding for Currency Decimal Places (Multicurrency Scale) |
| Invoice Payment Status | |
| Equal to modifier added to suppress invoices option | |
| Invoice Balance |