With this section, you can quickly find out how Conga Billing works and how you can manage your organization's and your customers' billing and invoicing requirements.
If you are a BillingAdministrator, you will learn,
create templates for various invoices and invoice statements
create invoice and usage rating batch jobs for various projects
maintain logs for all transactions that occur in a day
to understand billing settings and preferences
to create various reports as needed
If you are a BillingOperations Manager, you will learn,
to oversee and streamline your billing and collections processes
to manage billing for a variety of different types of assets including one time, usage, or recurring
to automatically adjust billing after an asset based order
issue billing adjustments, track and approve invoices
to view and understand billing schedules, usage schedules, and billing preferences
to adjust and customize invoice presentation
to coordinate and resolve sales tax issues
to approve tax credit requests from customers
to create custom billing plans and milestone billing plans
The documentation is based on the Salesforce classic UI.
If you are new to Conga Billing, let's get started.
