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.

Prerequisites

  • The threshold value for summary invoice generation is defined in the custom settings.

  • The invoice line items are in either draft or approved status.

  • For any custom values, custom fields are created on the Invoice Line Items object.

To generate invoice line summary

  1. Click the Invoices tab.
  2. Click New.
    The Create Invoice page is displayed.

  3. Enter a value for the fields mentioned here. Enter a value for the Invoice Summary Criterion from the list:

    • Start Date
    • Ship To
    • Location
    • Any custom value (of specific data type - lookup, date, or picklist, must be available as a field on the invoice line item object and has data populated in it.)

  4. For the invoice line items, enter the values mentioned here.

  5. Click Create.

Your Invoice is generated. You can see the invoice lines summary and summary criteria this summary is based on.

To regenerate invoice lines summary

  1. Open the summary invoice you created.
  2. On the Invoice header, click Regenerate Invoice Lines Summary.
    The Generate Invoice Lines Summary page is displayed.

  3. Select the desired value from the Invoice Summary Criterion picklist.

    If you select an invalid value, the system won't generate a new summary invoice and retains the previous summary invoice.

  4. Click Generate Invoice Lines Summary.
    The message Invoice Line Summary is Generated Successfully  is displayed.
  5. Click Done.
    The invoice page reopens where you can verify the changed criterion.