Invoice Line Summary for Ad Hoc Invoices
Conga Billing enables you to create the invoice line summary for ad hoc invoices. To use this feature, the status of the invoice lines must be either draft or approved.
You must define a threshold value similar to regular invoices to generate the summary lines for ad hoc invoices. To define a threshold, see To define the threshold.
You must provide invoice summary criteria in order to generate an invoice line summary. You can select from the following summary criteria:
- Start date
- Ship To
- Location
Since the ad-hoc invoices are created manually and the invoice line items do not have any asset line reference, hence the asset-related summary criteria (Price Type and Charge Type) are not available to generate invoice line summaries for these invoices.
For more information on summary criteria, see Invoice Summary Criteria.
In addition to these summary criteria, you can choose your own custom criteria. Custom fields must be created in the invoice line-item object. This custom invoice line record field must have data in it to generate a meaningful summary. The custom fields must be of a data type of lookup, date, and picklist. For more information on how to create custom criteria, refer to Creating Custom Invoice Summary Criteria.
