Recurring Products

For recurring order line items, the API creates a cascade of billing schedule records depending on the term and billing frequency of the order line item.

To learn how Billing works on the Conga Platform, review its architecture, as described in Understanding the Billing Architecture on Conga Platform.

Prerequisites

• An order line item for a recurring product has been created.
• The order line item is active.

When the OLI is active, the API executes the logic; otherwise, it throws an error.

When you call the Initiate Billing API for a recurring order line item with OrderLineItemIds and ReadyForBillingDate as the payload, it starts processing the OLI. It creates one billing header, a cascade of billing schedule records, and billing schedule details depending on the term and billing frequency of the order line item. The billing schedule records are created with "Pending Billing" status and display the following information:

• Bill To
• Period Start Date
• Period End Date
• Actual Fee Amount
• Ready for Invoice Date

This API can handle several order line items and hence can process several line items in bulk.

Let's process a recurring product with the help of the following example.

Example
Suppose you have configured a one-time order line item with the following details:

1. Call the Initiate Billing API.

   Method	Post
   Endpoint	/initiatebilling
   Request URL	https://URL_of_the_Instance/api/billing/v1/billingschedule/initiatebilling
   Request	Pass the order line item ID generated by calling the Create Order Line API. { "OrderLineItemIds": [ "d7b0ae91-8178-42c0-8b19-d2aa61eeff85" ], "ReadyForBillingDate": "2023-08-03T11:47:09.555" }
   Response	The API returns the Billing Header ID. [ { "OrderLineItemId": "d7b0ae91-8178-42c0-8b19-d2aa61eeff85", "BillingHeaderId": "e9a6f8c1-83a2-4dae-8847-f0ebeee6b969", "IsSuccess": true, "ErrorMessage": null } }

2. Pass the billing header ID as a payload to get the Billing Schedule Record API.

   Method	Get
   Endpoint	NA
   Request URL	https://URL_of_the_Instance/api/billing/v1/billingschedule/6397d730-5a78-4c91-b380-dd5845e09453
   Request	NA
   Response	The API generates the billing header, billing schedule records, and billing schedule details { "BillingHeader": { "Contracted": true, "Status": "Active", "Message": "Success", "CurrentOrderLineItem": { "Id": "d7b0ae91-8178-42c0-8b19-d2aa61eeff85", "Name": "Test_122" }, "CurrentOrderNumber": { "Id": "8614eae4-d778-42be-ad66-12fe743211c7", "Name": "Order-AutoQuoteService_Name_0" }, "ProductName": "Test_Standalone_D", "PriceType": "Recurring", "PricingSource": "Order Line Item", "BillTo": { "Id": "e3bc1cb9-40e1-4a9e-bfed-8ac7df9de653", "Name": "MS_Test_Acct" }, "BillingStartDate": "2023-01-01T11:47:09.555", "BillingEndDate": "2023-12-31T11:47:09.555", "BillingFrequency": "Monthly", "BillingRule": "Bill In Arrears", "BillingPreference": { "Id": "5d1d70c4-208c-4807-b4d1-ae319e6f4b39", "Name": "MRS_BillPref_3600" }, "Quantity": 1.00000, "SellingTerm": 1.00000000, "Currency": "USD", "NetUnitPrice": { "Value": 1200, "DisplayValue": 1200, "CurrencyCode": "USD", "CurrencySymbol": "$" }, "CurrentUnbilledAmount": { "Value": 1200, "DisplayValue": 1200, "CurrencyCode": "USD", "CurrencySymbol": "$" }, "PendingInvoiceAmount": { "Value": 1200, "DisplayValue": 1200, "CurrencyCode": "USD", "CurrencySymbol": "$" }, "ProrationComputationMethod": "Calendar Days of First Month", "Id": "e9a6f8c1-83a2-4dae-8847-f0ebeee6b969", "Name": "BH-8614eae4-d778-42be-ad66-12fe743211c7", "CreatedBy": { "Id": "72d0d16b-470c-4db7-ae9d-9645fa9c4ea0", "Name": "Contacts user" }, "CreatedDate": "2023-09-28T10:14:41.249", "ModifiedBy": { "Id": "72d0d16b-470c-4db7-ae9d-9645fa9c4ea0", "Name": "Contacts user" }, "ModifiedDate": "2023-09-28T10:14:41.249", "ExternalId": null, "ETag": "e49d6345-b69c-4aee-9913-396f5afd1636" }, "BillingScheduleRecords": [ { "BillingScheduleRecord": { "BillingHeader": { "Id": "e9a6f8c1-83a2-4dae-8847-f0ebeee6b969", "Name": "BH-8614eae4-d778-42be-ad66-12fe743211c7" }, "PeriodStartDate": "2023-01-01T00:00:00", "PeriodEndDate": "2023-01-31T00:00:00", "Currency": "USD", "ActualFeeAmount": { "Value": 100, "DisplayValue": 100, "CurrencyCode": "USD", "CurrencySymbol": "$" }, "Status": "Pending Billing", "PaymentTerm": null, "ReadyForInvoiceDate": "2023-08-03T00:00:00", "Id": "7c3e5df8-9f7f-46b4-acdc-4b84a19b6dc3", "Name": "BSR-1_8614eae4-d778-42be-ad66-12fe743211c7", "CreatedBy": { "Id": "72d0d16b-470c-4db7-ae9d-9645fa9c4ea0", "Name": "Contacts user" }, "CreatedDate": "2023-09-28T10:14:41.389", "ModifiedBy": { "Id": "72d0d16b-470c-4db7-ae9d-9645fa9c4ea0", "Name": "Contacts user" }, "ModifiedDate": "2023-09-28T10:14:41.389", "ExternalId": null, "ETag": "a2fee235-04a8-4131-8194-b58cc843cc98" }, "BillingScheduleDetails": [ { "BillingScheduleRecord": { "Id": "7c3e5df8-9f7f-46b4-acdc-4b84a19b6dc3", "Name": "BSR-1_8614eae4-d778-42be-ad66-12fe743211c7" }, "RecordType": "Regular", "PeriodStartDate": "2023-01-01T00:00:00", "PeriodEndDate": "2023-01-31T00:00:00", "Category": "Fee", "ActualFeeAmount": { "Value": 100, "DisplayValue": 100, "CurrencyCode": "USD", "CurrencySymbol": "$" }, "Id": "1637cc7f-b7fc-47c5-8f55-2ce55246b260", "Name": "BSD-1_8614eae4-d778-42be-ad66-12fe743211c7", "CreatedBy": { "Id": "72d0d16b-470c-4db7-ae9d-9645fa9c4ea0", "Name": "Contacts user" }, "CreatedDate": "2023-09-28T10:14:41.711", "ModifiedBy": { "Id": "72d0d16b-470c-4db7-ae9d-9645fa9c4ea0", "Name": "Contacts user" }, "ModifiedDate": "2023-09-28T10:14:41.711", "ExternalId": null, "ETag": "a840a283-561e-4182-b22e-70f1722e50cf", "Currency": "USD" } ] }, { "BillingScheduleRecord": { "BillingHeader": { "Id": "e9a6f8c1-83a2-4dae-8847-f0ebeee6b969", "Name": "BH-8614eae4-d778-42be-ad66-12fe743211c7" }, "PeriodStartDate": "2023-02-01T00:00:00", "PeriodEndDate": "2023-02-28T00:00:00", "Currency": "USD", "ActualFeeAmount": { "Value": 100, "DisplayValue": 100, "CurrencyCode": "USD", "CurrencySymbol": "$" }, "Status": "Pending Billing", "PaymentTerm": null, "ReadyForInvoiceDate": "2023-08-03T00:00:00", "Id": "d7e4b947-8080-4401-b944-b38edade0be4", "Name": "BSR-2_8614eae4-d778-42be-ad66-12fe743211c7", "CreatedBy": { "Id": "72d0d16b-470c-4db7-ae9d-9645fa9c4ea0", "Name": "Contacts user" }, "CreatedDate": "2023-09-28T10:14:41.389", "ModifiedBy": { "Id": "72d0d16b-470c-4db7-ae9d-9645fa9c4ea0", "Name": "Contacts user" }, "ModifiedDate": "2023-09-28T10:14:41.389", "ExternalId": null, "ETag": "6bc134fe-2f1e-4566-b8f9-c6d5ef2bb988" }, "BillingScheduleDetails": [ { "BillingScheduleRecord": { "Id": "d7e4b947-8080-4401-b944-b38edade0be4", "Name": "BSR-2_8614eae4-d778-42be-ad66-12fe743211c7" }, "RecordType": "Regular", "PeriodStartDate": "2023-02-01T00:00:00", "PeriodEndDate": "2023-02-28T00:00:00", "Category": "Fee", "ActualFeeAmount": { "Value": 100, "DisplayValue": 100, "CurrencyCode": "USD", "CurrencySymbol": "$" }, "Id": "b883feb6-4625-4fb1-8dee-a6906b13be39", "Name": "BSD-2_8614eae4-d778-42be-ad66-12fe743211c7", "CreatedBy": { "Id": "72d0d16b-470c-4db7-ae9d-9645fa9c4ea0", "Name": "Contacts user" }, "CreatedDate": "2023-09-28T10:14:41.711", "ModifiedBy": { "Id": "72d0d16b-470c-4db7-ae9d-9645fa9c4ea0", "Name": "Contacts user" }, "ModifiedDate": "2023-09-28T10:14:41.711", "ExternalId": null, "ETag": "58d2659f-7eac-4725-852d-4b52e12f2cdb", "Currency": "USD" } ] }, { "BillingScheduleRecord": { "BillingHeader": { "Id": "e9a6f8c1-83a2-4dae-8847-f0ebeee6b969", "Name": "BH-8614eae4-d778-42be-ad66-12fe743211c7" }, "PeriodStartDate": "2023-03-01T00:00:00", "PeriodEndDate": "2023-03-31T00:00:00", "Currency": "USD", "ActualFeeAmount": { "Value": 100, "DisplayValue": 100, "CurrencyCode": "USD", "CurrencySymbol": "$" }, "Status": "Pending Billing", "PaymentTerm": null, "ReadyForInvoiceDate": "2023-08-03T00:00:00", "Id": "42494d77-0e62-4988-a9e0-ddc2e33919ec", "Name": "BSR-3_8614eae4-d778-42be-ad66-12fe743211c7", "CreatedBy": { "Id": "72d0d16b-470c-4db7-ae9d-9645fa9c4ea0", "Name": "Contacts user" }, "CreatedDate": "2023-09-28T10:14:41.389", "ModifiedBy": { "Id": "72d0d16b-470c-4db7-ae9d-9645fa9c4ea0", "Name": "Contacts user" }, "ModifiedDate": "2023-09-28T10:14:41.389", "ExternalId": null, "ETag": "7cfaeabf-288b-4b79-9207-7e8dbba58a97" }, "BillingScheduleDetails": [ { "BillingScheduleRecord": { "Id": "42494d77-0e62-4988-a9e0-ddc2e33919ec", "Name": "BSR-3_8614eae4-d778-42be-ad66-12fe743211c7" }, "RecordType": "Regular", "PeriodStartDate": "2023-03-01T00:00:00", "PeriodEndDate": "2023-03-31T00:00:00", "Category": "Fee", "ActualFeeAmount": { "Value": 100, "DisplayValue": 100, "CurrencyCode": "USD", "CurrencySymbol": "$" }, "Id": "253e49ef-c3a2-43b9-8ca5-39d3d6b770c7", "Name": "BSD-3_8614eae4-d778-42be-ad66-12fe743211c7", "CreatedBy": { "Id": "72d0d16b-470c-4db7-ae9d-9645fa9c4ea0", "Name": "Contacts user" }, "CreatedDate": "2023-09-28T10:14:41.711", "ModifiedBy": { "Id": "72d0d16b-470c-4db7-ae9d-9645fa9c4ea0", "Name": "Contacts user" }, "ModifiedDate": "2023-09-28T10:14:41.711", "ExternalId": null, "ETag": "1f1fe696-7870-4af9-aeb5-a0c1097e83a6", "Currency": "USD" } ] }, { "BillingScheduleRecord": { "BillingHeader": { "Id": "e9a6f8c1-83a2-4dae-8847-f0ebeee6b969", "Name": "BH-8614eae4-d778-42be-ad66-12fe743211c7" }, "PeriodStartDate": "2023-04-01T00:00:00", "PeriodEndDate": "2023-04-30T00:00:00", "Currency": "USD", "ActualFeeAmount": { "Value": 100, "DisplayValue": 100, "CurrencyCode": "USD", "CurrencySymbol": "$" }, "Status": "Pending Billing", "PaymentTerm": null, "ReadyForInvoiceDate": "2023-08-03T00:00:00", "Id": "9169f687-bcb0-42b0-9040-fc4e28c2d77b", "Name": "BSR-4_8614eae4-d778-42be-ad66-12fe743211c7", "CreatedBy": { "Id": "72d0d16b-470c-4db7-ae9d-9645fa9c4ea0", "Name": "Contacts user" }, "CreatedDate": "2023-09-28T10:14:41.389", "ModifiedBy": { "Id": "72d0d16b-470c-4db7-ae9d-9645fa9c4ea0", "Name": "Contacts user" }, "ModifiedDate": "2023-09-28T10:14:41.389", "ExternalId": null, "ETag": "9835fb27-2dcd-456c-ad06-c9fec2f1e642" }, "BillingScheduleDetails": [ { "BillingScheduleRecord": { "Id": "9169f687-bcb0-42b0-9040-fc4e28c2d77b", "Name": "BSR-4_8614eae4-d778-42be-ad66-12fe743211c7" }, "RecordType": "Regular", "PeriodStartDate": "2023-04-01T00:00:00", "PeriodEndDate": "2023-04-30T00:00:00", "Category": "Fee", "ActualFeeAmount": { "Value": 100, "DisplayValue": 100, "CurrencyCode": "USD", "CurrencySymbol": "$" }, "Id": "4aea065c-7a27-4106-9639-e964257fec2a", "Name": "BSD-4_8614eae4-d778-42be-ad66-12fe743211c7", "CreatedBy": { "Id": "72d0d16b-470c-4db7-ae9d-9645fa9c4ea0", "Name": "Contacts user" }, "CreatedDate": "2023-09-28T10:14:41.711", "ModifiedBy": { "Id": "72d0d16b-470c-4db7-ae9d-9645fa9c4ea0", "Name": "Contacts user" }, "ModifiedDate": "2023-09-28T10:14:41.711", "ExternalId": null, "ETag": "e7fd94e7-7508-4f7c-baf2-0d7082a94bb4", "Currency": "USD" } ] }, { "BillingScheduleRecord": { "BillingHeader": { "Id": "e9a6f8c1-83a2-4dae-8847-f0ebeee6b969", "Name": "BH-8614eae4-d778-42be-ad66-12fe743211c7" }, "PeriodStartDate": "2023-05-01T00:00:00", "PeriodEndDate": "2023-05-31T00:00:00", "Currency": "USD", "ActualFeeAmount": { "Value": 100, "DisplayValue": 100, "CurrencyCode": "USD", "CurrencySymbol": "$" }, "Status": "Pending Billing", "PaymentTerm": null, "ReadyForInvoiceDate": "2023-08-03T00:00:00", "Id": "28fdd569-2016-4252-b2ad-23f9f57f75ab", "Name": "BSR-5_8614eae4-d778-42be-ad66-12fe743211c7", "CreatedBy": { "Id": "72d0d16b-470c-4db7-ae9d-9645fa9c4ea0", "Name": "Contacts user" }, "CreatedDate": "2023-09-28T10:14:41.389", "ModifiedBy": { "Id": "72d0d16b-470c-4db7-ae9d-9645fa9c4ea0", "Name": "Contacts user" }, "ModifiedDate": "2023-09-28T10:14:41.389", "ExternalId": null, "ETag": "b576a6b8-4f7c-4da3-97d5-62fd6f464340" }, "BillingScheduleDetails": [ { "BillingScheduleRecord": { "Id": "28fdd569-2016-4252-b2ad-23f9f57f75ab", "Name": "BSR-5_8614eae4-d778-42be-ad66-12fe743211c7" }, "RecordType": "Regular", "PeriodStartDate": "2023-05-01T00:00:00", "PeriodEndDate": "2023-05-31T00:00:00", "Category": "Fee", "ActualFeeAmount": { "Value": 100, "DisplayValue": 100, "CurrencyCode": "USD", "CurrencySymbol": "$" }, "Id": "b5e346bc-6ddf-4336-8094-00abf8308c51", "Name": "BSD-5_8614eae4-d778-42be-ad66-12fe743211c7", "CreatedBy": { "Id": "72d0d16b-470c-4db7-ae9d-9645fa9c4ea0", "Name": "Contacts user" }, "CreatedDate": "2023-09-28T10:14:41.711", "ModifiedBy": { "Id": "72d0d16b-470c-4db7-ae9d-9645fa9c4ea0", "Name": "Contacts user" }, "ModifiedDate": "2023-09-28T10:14:41.711", "ExternalId": null, "ETag": "f41a2700-ec0a-4b53-b007-536940cf5dda", "Currency": "USD" } ] }, { "BillingScheduleRecord": { "BillingHeader": { "Id": "e9a6f8c1-83a2-4dae-8847-f0ebeee6b969", "Name": "BH-8614eae4-d778-42be-ad66-12fe743211c7" }, "PeriodStartDate": "2023-06-01T00:00:00", "PeriodEndDate": "2023-06-30T00:00:00", "Currency": "USD", "ActualFeeAmount": { "Value": 100, "DisplayValue": 100, "CurrencyCode": "USD", "CurrencySymbol": "$" }, "Status": "Pending Billing", "PaymentTerm": null, "ReadyForInvoiceDate": "2023-08-03T00:00:00", "Id": "9d3e91d2-1009-4c0c-b802-cc0ddfdcb52d", "Name": "BSR-6_8614eae4-d778-42be-ad66-12fe743211c7", "CreatedBy": { "Id": "72d0d16b-470c-4db7-ae9d-9645fa9c4ea0", "Name": "Contacts user" }, "CreatedDate": "2023-09-28T10:14:41.389", "ModifiedBy": { "Id": "72d0d16b-470c-4db7-ae9d-9645fa9c4ea0", "Name": "Contacts user" }, "ModifiedDate": "2023-09-28T10:14:41.389", "ExternalId": null, "ETag": "a4fc6b4e-8bc8-4037-bddf-e77229043151" }, "BillingScheduleDetails": [ { "BillingScheduleRecord": { "Id": "9d3e91d2-1009-4c0c-b802-cc0ddfdcb52d", "Name": "BSR-6_8614eae4-d778-42be-ad66-12fe743211c7" }, "RecordType": "Regular", "PeriodStartDate": "2023-06-01T00:00:00", "PeriodEndDate": "2023-06-30T00:00:00", "Category": "Fee", "ActualFeeAmount": { "Value": 100, "DisplayValue": 100, "CurrencyCode": "USD", "CurrencySymbol": "$" }, "Id": "b83638c9-ab52-4c2f-8e01-921941daa914", "Name": "BSD-6_8614eae4-d778-42be-ad66-12fe743211c7", "CreatedBy": { "Id": "72d0d16b-470c-4db7-ae9d-9645fa9c4ea0", "Name": "Contacts user" }, "CreatedDate": "2023-09-28T10:14:41.711", "ModifiedBy": { "Id": "72d0d16b-470c-4db7-ae9d-9645fa9c4ea0", "Name": "Contacts user" }, "ModifiedDate": "2023-09-28T10:14:41.711", "ExternalId": null, "ETag": "05fa31ac-9b79-40cb-b243-69f78d4bc8dc", "Currency": "USD" } ] }, { "BillingScheduleRecord": { "BillingHeader": { "Id": "e9a6f8c1-83a2-4dae-8847-f0ebeee6b969", "Name": "BH-8614eae4-d778-42be-ad66-12fe743211c7" }, "PeriodStartDate": "2023-07-01T00:00:00", "PeriodEndDate": "2023-07-31T00:00:00", "Currency": "USD", "ActualFeeAmount": { "Value": 100, "DisplayValue": 100, "CurrencyCode": "USD", "CurrencySymbol": "$" }, "Status": "Pending Billing", "PaymentTerm": null, "ReadyForInvoiceDate": "2023-08-03T00:00:00", "Id": "67b4fa08-2b60-4c37-abe8-f91747ddbb42", "Name": "BSR-7_8614eae4-d778-42be-ad66-12fe743211c7", "CreatedBy": { "Id": "72d0d16b-470c-4db7-ae9d-9645fa9c4ea0", "Name": "Contacts user" }, "CreatedDate": "2023-09-28T10:14:41.389", "ModifiedBy": { "Id": "72d0d16b-470c-4db7-ae9d-9645fa9c4ea0", "Name": "Contacts user" }, "ModifiedDate": "2023-09-28T10:14:41.389", "ExternalId": null, "ETag": "c403e7d1-15ea-4a74-9339-243ce5332a40" }, "BillingScheduleDetails": [ { "BillingScheduleRecord": { "Id": "67b4fa08-2b60-4c37-abe8-f91747ddbb42", "Name": "BSR-7_8614eae4-d778-42be-ad66-12fe743211c7" }, "RecordType": "Regular", "PeriodStartDate": "2023-07-01T00:00:00", "PeriodEndDate": "2023-07-31T00:00:00", "Category": "Fee", "ActualFeeAmount": { "Value": 100, "DisplayValue": 100, "CurrencyCode": "USD", "CurrencySymbol": "$" }, "Id": "6ad5a14b-8e6e-46c3-8140-a14b3a48dda2", "Name": "BSD-7_8614eae4-d778-42be-ad66-12fe743211c7", "CreatedBy": { "Id": "72d0d16b-470c-4db7-ae9d-9645fa9c4ea0", "Name": "Contacts user" }, "CreatedDate": "2023-09-28T10:14:41.711", "ModifiedBy": { "Id": "72d0d16b-470c-4db7-ae9d-9645fa9c4ea0", "Name": "Contacts user" }, "ModifiedDate": "2023-09-28T10:14:41.711", "ExternalId": null, "ETag": "e41fbbcd-1c25-4f5c-a3c2-bfb2058435b0", "Currency": "USD" } ] }, { "BillingScheduleRecord": { "BillingHeader": { "Id": "e9a6f8c1-83a2-4dae-8847-f0ebeee6b969", "Name": "BH-8614eae4-d778-42be-ad66-12fe743211c7" }, "PeriodStartDate": "2023-08-01T00:00:00", "PeriodEndDate": "2023-08-31T00:00:00", "Currency": "USD", "ActualFeeAmount": { "Value": 100, "DisplayValue": 100, "CurrencyCode": "USD", "CurrencySymbol": "$" }, "Status": "Pending Billing", "PaymentTerm": null, "ReadyForInvoiceDate": "2023-09-01T00:00:00", "Id": "0e9ba21c-0f7e-472c-82ff-19485f080589", "Name": "BSR-8_8614eae4-d778-42be-ad66-12fe743211c7", "CreatedBy": { "Id": "72d0d16b-470c-4db7-ae9d-9645fa9c4ea0", "Name": "Contacts user" }, "CreatedDate": "2023-09-28T10:14:41.392", "ModifiedBy": { "Id": "72d0d16b-470c-4db7-ae9d-9645fa9c4ea0", "Name": "Contacts user" }, "ModifiedDate": "2023-09-28T10:14:41.392", "ExternalId": null, "ETag": "cbd7c07d-ab47-48ae-9a2e-036c37d813c4" }, "BillingScheduleDetails": [ { "BillingScheduleRecord": { "Id": "0e9ba21c-0f7e-472c-82ff-19485f080589", "Name": "BSR-8_8614eae4-d778-42be-ad66-12fe743211c7" }, "RecordType": "Regular", "PeriodStartDate": "2023-08-01T00:00:00", "PeriodEndDate": "2023-08-31T00:00:00", "Category": "Fee", "ActualFeeAmount": { "Value": 100, "DisplayValue": 100, "CurrencyCode": "USD", "CurrencySymbol": "$" }, "Id": "873230fd-3e70-4d8a-a2f9-56cc1c381cd1", "Name": "BSD-8_8614eae4-d778-42be-ad66-12fe743211c7", "CreatedBy": { "Id": "72d0d16b-470c-4db7-ae9d-9645fa9c4ea0", "Name": "Contacts user" }, "CreatedDate": "2023-09-28T10:14:41.711", "ModifiedBy": { "Id": "72d0d16b-470c-4db7-ae9d-9645fa9c4ea0", "Name": "Contacts user" }, "ModifiedDate": "2023-09-28T10:14:41.711", "ExternalId": null, "ETag": "8e327385-2ab7-4676-be35-4f32cb48e5cc", "Currency": "USD" } ] }, { "BillingScheduleRecord": { "BillingHeader": { "Id": "e9a6f8c1-83a2-4dae-8847-f0ebeee6b969", "Name": "BH-8614eae4-d778-42be-ad66-12fe743211c7" }, "PeriodStartDate": "2023-09-01T00:00:00", "PeriodEndDate": "2023-09-30T00:00:00", "Currency": "USD", "ActualFeeAmount": { "Value": 100, "DisplayValue": 100, "CurrencyCode": "USD", "CurrencySymbol": "$" }, "Status": "Pending Billing", "PaymentTerm": null, "ReadyForInvoiceDate": "2023-10-01T00:00:00", "Id": "6e1767c7-1de0-419c-a832-4812ff811160", "Name": "BSR-9_8614eae4-d778-42be-ad66-12fe743211c7", "CreatedBy": { "Id": "72d0d16b-470c-4db7-ae9d-9645fa9c4ea0", "Name": "Contacts user" }, "CreatedDate": "2023-09-28T10:14:41.39", "ModifiedBy": { "Id": "72d0d16b-470c-4db7-ae9d-9645fa9c4ea0", "Name": "Contacts user" }, "ModifiedDate": "2023-09-28T10:14:41.39", "ExternalId": null, "ETag": "d4e0537c-3f64-4805-823e-91c36201fb5e" }, "BillingScheduleDetails": [ { "BillingScheduleRecord": { "Id": "6e1767c7-1de0-419c-a832-4812ff811160", "Name": "BSR-9_8614eae4-d778-42be-ad66-12fe743211c7" }, "RecordType": "Regular", "PeriodStartDate": "2023-09-01T00:00:00", "PeriodEndDate": "2023-09-30T00:00:00", "Category": "Fee", "ActualFeeAmount": { "Value": 100, "DisplayValue": 100, "CurrencyCode": "USD", "CurrencySymbol": "$" }, "Id": "0691eebb-4dd1-47be-9ae7-0735e7720d25", "Name": "BSD-9_8614eae4-d778-42be-ad66-12fe743211c7", "CreatedBy": { "Id": "72d0d16b-470c-4db7-ae9d-9645fa9c4ea0", "Name": "Contacts user" }, "CreatedDate": "2023-09-28T10:14:41.716", "ModifiedBy": { "Id": "72d0d16b-470c-4db7-ae9d-9645fa9c4ea0", "Name": "Contacts user" }, "ModifiedDate": "2023-09-28T10:14:41.716", "ExternalId": null, "ETag": "07855853-4b18-4c9e-93c2-612e4104961d", "Currency": "USD" } ] }, { "BillingScheduleRecord": { "BillingHeader": { "Id": "e9a6f8c1-83a2-4dae-8847-f0ebeee6b969", "Name": "BH-8614eae4-d778-42be-ad66-12fe743211c7" }, "PeriodStartDate": "2023-10-01T00:00:00", "PeriodEndDate": "2023-10-31T00:00:00", "Currency": "USD", "ActualFeeAmount": { "Value": 100, "DisplayValue": 100, "CurrencyCode": "USD", "CurrencySymbol": "$" }, "Status": "Pending Billing", "PaymentTerm": null, "ReadyForInvoiceDate": "2023-11-01T00:00:00", "Id": "492dac35-0a8a-4b99-b7b1-267d0f7fb98c", "Name": "BSR-10_8614eae4-d778-42be-ad66-12fe743211c7", "CreatedBy": { "Id": "72d0d16b-470c-4db7-ae9d-9645fa9c4ea0", "Name": "Contacts user" }, "CreatedDate": "2023-09-28T10:14:41.39", "ModifiedBy": { "Id": "72d0d16b-470c-4db7-ae9d-9645fa9c4ea0", "Name": "Contacts user" }, "ModifiedDate": "2023-09-28T10:14:41.39", "ExternalId": null, "ETag": "4e9843cc-86fc-4ed6-b419-52e4f8f3d991" }, "BillingScheduleDetails": [ { "BillingScheduleRecord": { "Id": "492dac35-0a8a-4b99-b7b1-267d0f7fb98c", "Name": "BSR-10_8614eae4-d778-42be-ad66-12fe743211c7" }, "RecordType": "Regular", "PeriodStartDate": "2023-10-01T00:00:00", "PeriodEndDate": "2023-10-31T00:00:00", "Category": "Fee", "ActualFeeAmount": { "Value": 100, "DisplayValue": 100, "CurrencyCode": "USD", "CurrencySymbol": "$" }, "Id": "6d0a114d-d712-4142-b54d-3af4426c5f25", "Name": "BSD-10_8614eae4-d778-42be-ad66-12fe743211c7", "CreatedBy": { "Id": "72d0d16b-470c-4db7-ae9d-9645fa9c4ea0", "Name": "Contacts user" }, "CreatedDate": "2023-09-28T10:14:41.712", "ModifiedBy": { "Id": "72d0d16b-470c-4db7-ae9d-9645fa9c4ea0", "Name": "Contacts user" }, "ModifiedDate": "2023-09-28T10:14:41.712", "ExternalId": null, "ETag": "618fa254-ae72-4270-83c1-ef4660998a55", "Currency": "USD" } ] }, { "BillingScheduleRecord": { "BillingHeader": { "Id": "e9a6f8c1-83a2-4dae-8847-f0ebeee6b969", "Name": "BH-8614eae4-d778-42be-ad66-12fe743211c7" }, "PeriodStartDate": "2023-11-01T00:00:00", "PeriodEndDate": "2023-11-30T00:00:00", "Currency": "USD", "ActualFeeAmount": { "Value": 100, "DisplayValue": 100, "CurrencyCode": "USD", "CurrencySymbol": "$" }, "Status": "Pending Billing", "PaymentTerm": null, "ReadyForInvoiceDate": "2023-12-01T00:00:00", "Id": "3ed350fa-e046-4d2a-ba9c-807ead1c8f38", "Name": "BSR-11_8614eae4-d778-42be-ad66-12fe743211c7", "CreatedBy": { "Id": "72d0d16b-470c-4db7-ae9d-9645fa9c4ea0", "Name": "Contacts user" }, "CreatedDate": "2023-09-28T10:14:41.39", "ModifiedBy": { "Id": "72d0d16b-470c-4db7-ae9d-9645fa9c4ea0", "Name": "Contacts user" }, "ModifiedDate": "2023-09-28T10:14:41.39", "ExternalId": null, "ETag": "1860ab02-c822-44f2-a7b7-c2f027c57212" }, "BillingScheduleDetails": [ { "BillingScheduleRecord": { "Id": "3ed350fa-e046-4d2a-ba9c-807ead1c8f38", "Name": "BSR-11_8614eae4-d778-42be-ad66-12fe743211c7" }, "RecordType": "Regular", "PeriodStartDate": "2023-11-01T00:00:00", "PeriodEndDate": "2023-11-30T00:00:00", "Category": "Fee", "ActualFeeAmount": { "Value": 100, "DisplayValue": 100, "CurrencyCode": "USD", "CurrencySymbol": "$" }, "Id": "ab630ec2-937c-4197-b345-d4b3de9745e7", "Name": "BSD-11_8614eae4-d778-42be-ad66-12fe743211c7", "CreatedBy": { "Id": "72d0d16b-470c-4db7-ae9d-9645fa9c4ea0", "Name": "Contacts user" }, "CreatedDate": "2023-09-28T10:14:41.712", "ModifiedBy": { "Id": "72d0d16b-470c-4db7-ae9d-9645fa9c4ea0", "Name": "Contacts user" }, "ModifiedDate": "2023-09-28T10:14:41.712", "ExternalId": null, "ETag": "5e89c4e1-e492-467e-a337-1a783d877a65", "Currency": "USD" } ] }, { "BillingScheduleRecord": { "BillingHeader": { "Id": "e9a6f8c1-83a2-4dae-8847-f0ebeee6b969", "Name": "BH-8614eae4-d778-42be-ad66-12fe743211c7" }, "PeriodStartDate": "2023-12-01T00:00:00", "PeriodEndDate": "2023-12-31T00:00:00", "Currency": "USD", "ActualFeeAmount": { "Value": 100, "DisplayValue": 100, "CurrencyCode": "USD", "CurrencySymbol": "$" }, "Status": "Pending Billing", "PaymentTerm": null, "ReadyForInvoiceDate": "2024-01-01T00:00:00", "Id": "c838d570-1e3d-4576-b5a3-d701f7658dbf", "Name": "BSR-12_8614eae4-d778-42be-ad66-12fe743211c7", "CreatedBy": { "Id": "72d0d16b-470c-4db7-ae9d-9645fa9c4ea0", "Name": "Contacts user" }, "CreatedDate": "2023-09-28T10:14:41.39", "ModifiedBy": { "Id": "72d0d16b-470c-4db7-ae9d-9645fa9c4ea0", "Name": "Contacts user" }, "ModifiedDate": "2023-09-28T10:14:41.39", "ExternalId": null, "ETag": "7d2f44f4-a514-4cfa-9e3e-c9332e39a6e7" }, "BillingScheduleDetails": [ { "BillingScheduleRecord": { "Id": "c838d570-1e3d-4576-b5a3-d701f7658dbf", "Name": "BSR-12_8614eae4-d778-42be-ad66-12fe743211c7" }, "RecordType": "Regular", "PeriodStartDate": "2023-12-01T00:00:00", "PeriodEndDate": "2023-12-31T00:00:00", "Category": "Fee", "ActualFeeAmount": { "Value": 100, "DisplayValue": 100, "CurrencyCode": "USD", "CurrencySymbol": "$" }, "Id": "8d4e33c0-2029-4967-b7d0-af6ad67c6c7e", "Name": "BSD-12_8614eae4-d778-42be-ad66-12fe743211c7", "CreatedBy": { "Id": "72d0d16b-470c-4db7-ae9d-9645fa9c4ea0", "Name": "Contacts user" }, "CreatedDate": "2023-09-28T10:14:41.712", "ModifiedBy": { "Id": "72d0d16b-470c-4db7-ae9d-9645fa9c4ea0", "Name": "Contacts user" }, "ModifiedDate": "2023-09-28T10:14:41.712", "ExternalId": null, "ETag": "4e96a3a3-bc5d-4595-ae66-acc4698453b0", "Currency": "USD" } ] } ] }

   The billing header uses the information from the order line item and contains the following data. Depending upon the information given for the pricing source, It will pick up the pricing information from the order line item or the asset line item. The Billing Header shows:

Twelve Billing Schedule Records are generated showing the following output:

The Actual Fee Amount shown in the billing schedule record is the amount billed to the customer.

Billing schedule details show the following information: