You can navigate to all key pages of configuration and execution from the Billing Console.

From the Force.com app menu, select Conga Billing Management and click Billing Console from the header.

Pre-requisite

  1. To view the Templates tile on the Console, you need to create List Views on the Template page. 
    1. Go to All Tabs > Templates and click Create New View. 
    2. Enter the View Name and include Invoice, Credit Memo, and Invoice Statement in the Filter Criteria.
       

       
    3. Select Fields to Display and select Visible to all users radio button.


       
    4. Click Save.
    5. Repeat steps a to d for Invoice Statement and Credit Memo.

Billing Management Application

Managing and Administering the Conga Billing application is broken down into seven basic functions.

  1. Billing Setup
    1. Billing Preferences Setup
    2. Billing System Properties
  2. Invoicing
  3. Finance
  4. Usage Processing
  5. Taxation
  6. Templates
  7. Email Templates
    1. Invoice
    2. Credit Memo

To get started, you must define billing and invoicing related information on the Account page.