Getting Started with Conga Billing
You can use Conga Billing to create invoices for all products and services your customers purchase. However, you must configure products and define the associated prices using Conga CPQ.
To generate a detailed invoice, you must first complete the following procedures.
|
Sr. No. |
Task |
Application |
|---|---|---|
|
1 |
Select and Configure Products |
Conga CPQ. For more information, see CPQ for Users. |
|
2 |
Define Pricing | |
|
3 |
Generate Quote | |
|
4 |
Accept Contract |
Conga Contract Management. For more information, see the CLM for Users. |
|
5 | Conga Billing | |
|
6 | ||
|
7 |
Before you select Conga Billing from the force.com application menu, it is essential to understand the invoice you want to create.
