With this section, you can find out how Conga Billing works and how to manage your organization's and your customers' billing and invoicing requirements.
Topic
Description
What's Covered
This section walks the Billing Operation Manager through a set-up of the entire billing process. It covers information, step-by-step instructions, and use cases for the features provided by Conga Billing.
Primary Audience
Billing Operation Manager, Finance User
IT Environment
Refer to the latest Conga Billing Release Notes for information on System Requirements and Supported Platforms.
Other Resources
CPQ for Administrator: Refer to this section for setting up products, price lists, constraint rules.
CPQ for Users: Refer to this section for detailed information on Asset Based Operations.
X-Author Contracts User Guide: Refer to this documentation for detailed instructions on setting up templates for Invoices and Credit Memo documents.
This section describes the following tasks:
To install and set up billing management
To create invoice and credit memo templates
To set up billing preferences
To setup Wallet for prepayments
To use custom invoice numbering
To implement callback classes to customize billing management
Select one of the following topics for more information: