Invoice Template
You require a template to define how you present information on an Invoice. You can use X-Author for Contracts to create an Invoice and an Invoice Statement template.
To learn about templates, Term exceptions, merge fields and child objects, see the X-Author Contracts User Guide. To know more about creating a template using Microsoft Word, see Managing Templates and Cloning a Template sections in the X-Author Contracts User Guide.
To create a new template
Overriding an Invoice Template
With the Conga Billing, you can now override the Invoice Template you use.
You can create several templates on which your invoices are based. You can select the Invoice template at the account or account location that you want to use. However, if you want to override this account wide choice and switch to a different template, you can do so with this newly added Invoice Run page.
For example, you work in billing operations at a software company. You want to generate an invoice in a different format only for one invoice run, but do not want to change the default template at the account level. Input the name of the template you wish to override with and run the invoice run to create invoices using a new template.
To Override an Invoice Template
Invoice Email Templates
You need to create an invoice email template and apply it to the account or account location.
Creating an Invoice Email Template
The templates you create will be added to the Conga Billing Email Templates folder.
You can add multiple templates for Invoice and specify one for applicability at the Account or Account Location level.