New Features
The following features are new to Conga Billing in this release.
Adding Manual Lines to System-Generated Invoices
Conga Billing now enables you to add manual lines to invoices generated by the Invoice Run and Ad hoc Invoices functionality to accommodate unique business requirements, like billing additional costs or miscellaneous charges to the customers. You can manually add invoice lines to a system-generated invoice that is in draft status. To use this feature, set Add Manual Lines To An Invoice to True.
You can also add new lines, edit or delete existing lines of an invoice by calling the BillingService.manageAdHocLines API.
Ability to Amend Usage Assets
If an amendment of the usage products is initiated, modification to the asset does not trigger the generation of negative billing schedules and unrating of the usage inputs (that have been rated previously) until there is an impact on the fee amount associated with the billing schedules. If the amendment does not impact the fee amount, the system does not create negative billing schedules.
Enhancements
The following enhancements are new to Conga Billing in this release.
Wallet Balance Based on Invoicing of its Billing Schedules
In previous releases, the wallet balance was updated as soon as the billing schedules of the Wallet Asset Line Item (WALI) were created, making all the balances available for instant consumption. With this release, you can now get the wallet balance only when the billing schedules of the WALI are invoiced (using Conga's Invoice Run or API). With this new feature, you control how much balance must be consumed from the wallet during a specific period. To use this feature, set the Wallet's Balance based on its Invoicing to True.
This enhancement includes the following functionalities:
Credit and Rebill from an Invoice Linked to a WALI
You can now initiate credit and rebill operations from an invoice associated with a WALI. If the Wallet’s Balance Based on its Invoicing setting is True, initiating credit and rebill operations triggers a validates the wallet's available balance. If there is sufficient balance available in the wallet, the credit and rebill operation is allowed, else it is rejected and the UI displays an error message.
Terminating a WALI
Conga Billing does not allow partial or mid-term termination of a WALI. Full-term termination of WALI is allowed subject to certain conditions.
API to Create Credit Memos for Invoices Linked to WALI
You can create a credit memo for an invoice with invoice lines referencing a wallet asset line item (WALI) using an API. The API validates the total fee amount of the invoice lines with respect to the available balance of the wallet. If the validation passes, it executes the request, creates a Related A/R Transaction on the invoice, and updates the WALI balance in the Available Balance (Wallet) field.
Payment Term to Accommodate Additional Offset
The payment term is now extended to accommodate additional offset. Two new fields, Offset 2 Type and Offset 2 Value, are introduced on the Payment Term object. The newly introduced fields allow you to set the required invoice due date in combination with the existing "Start" and "Offset" fields.
API to Change the Status of Billing Schedules of WALI
You can now call an API to change the status of the billing schedule from pending billing to invoiced or from invoiced to pending billing. This is a generic feature which is now supported for WALI. Each time the status of a billing schedule changes, the wallet balance gets updated. For the status change of a billing schedule from invoiced to pending billing, the API validates the fee amount of the billing schedules against the wallet available balance and processes the request after the validation passes. If you pass multiple billing schedule IDs the processing happens in the order of the IDs sent to the API.