Account Setup

You will always generate an invoice for your customers' account.

Account is a standard Salesforce object from which all Conga applications inherit values. Conga Billing uses values from the fields that you define in the Account object.

Note

Please ensure you have added custom fields to the Account object Layout. Refer the section on Accounts to know how you can add fields to your layout.

The information specific to billing and invoicing that you must define on Accounts page is described in the following table.

Field	Description
Billing Preference	Select a predefined billing preference. For details, see Billing Preference.
Billing Day of the Month	The day you want to generate a bill for the account. To apply this configuration, please set Billing Cycle Start to Account Billing Day of Month on Billing Preference associated with this account.
Calendar Cycle Start	Select a month to align the account's billing to a specific calendar year. To apply this configuration, please set Calendar Cycle Start to Account Calendar Cycle Start on Billing Preference associated with this account.
Payment Term	Select a predefined payment term. For details, see Payment Terms.
Tax Certificate	Select the certificate you want to apply to this account. For details, see Associating a Tax Exemption Certificate.
Tax Exempt?	Select from one of the following options. Yes No
Tax Exempt Status	Select from one of the following options. Processing Rejected Approved
Billing Address	Enter the address where your customer wants to receive the invoice.
Shipping Address	Enter the address where your customer wants to receive the products.
Dunning Policy	Select a Dunning Policy to override the default dunning policy with an account specific dunning policy. For details, refer to Dunning Policy
Exclude from Dunning	Select this field to disable dunning for this account.
Manage Invoice Fees	Select only the active invoice fee types for this account. You can update the invoice amount in the FEE AMOUNT field (if required) and click Apply. You can select any number of invoice fee types. Select the checkbox in the header to select all active invoice fee types. If you update the amount in the FEE AMOUNT field, it will override the Fee Amount of the master invoice fee type. However, the Fee Amount of the master invoice fee type remains unchanged. When the finance operations user executes the invoice run functionality, Conga Billing generates additional invoice line items for each invoice fee type associated with the account, during invoice generation. For example, if you have selected three invoice fee types, Conga Billing creates three invoice line items during invoice generation. For more information, see Invoice Detail.

The field Ready for Invoice Date is deprecated from the Account object.

It is recommended to add Template details after you Save rest of the Account information. You should see action buttons that will help you select a template of your choice.

Field	Description
Set Invoice Email Template	Set an invoice template that will be applied to the email body for sending invoice emails. Click Set Invoice Email Template and select a template. For information on creating an email template, refer Templates.
Set Billing Contacts	Set filter criteria to pick a Billing Contact where you want to email the automatically generated invoices. You might have multiple contacts linked to an account. Click Set Billing Contacts and add filter criteria. The criteria help you select the contacts from Account Contacts that you want to email the invoices to.
Set Default Credit Memo Template	Choose a template on which all Credit Memos you generate for this Account will be based. This will be an attachment to the emails sent for all Credit Memos from the account.
Set Credit Memo Email Template	Choose an email template that will be applied to the email body for sending Credit Memo emails from an Account. Click Set Credit Memo Email Template, select an email template from the picklist and Save. For information on creating a custom email template for Credit Memos, see Credit Memo Templates.
Payment Email Template	Enter the API name of the email template to be used when sending the payment email template.

Note

For different Account Locations, you can add a different Invoice Template and Billing Contact.

After you save information on the Accounts page, you must define the Account Location.