Conga Billing is a cloud-based, native to Salesforce, billing and invoicing application.
You can use Conga Billing to manage your billing and invoicing. Conga Billing is built on the Salesforce platform. You can generate complex yet accurate invoices for any combination of products, services, and subscriptions.
The Conga Billing application is the front-end process that you can use to send an effective invoice to your customers on time, with all accurate information and billing terms. While the order is processed, order information that is available in the contract moves to your finance team for them to generate billing schedules based on the contract.
For every bundle of products, services, and subscriptions, it is critical that the invoice clearly lists all the expenses, changes, swaps, cancellations, and additions to an order. The invoice must also include accurate taxes and discounts. This increases the complexity of the invoice. With Conga Billing, you can generate an accurate, up-to-date, and comprehensible invoice so your customers understand it easily, pay quickly, and leave with a positive experience. You can rate complex usage scenarios on a daily, monthly or any other frequency of your choosing. Conga Billing also allows you to use pre-payments as a payment mode for usage-based products.
You can create invoices that reflect the latest customer orders, commitments, and purchased products. Conga Billing is designed to fulfill the billing and invoicing requirements of leading enterprises in Cloud, High-Tech, Manufacturing, Life Sciences, and any industry that employs complex pricing mechanisms. It offers extensive solutions for every business requirement you have with billing and invoicing.
Integrate Conga Billing with Conga CPQ and Conga Contract Lifecycle Management to quickly, effectively, and accurately track purchase and contract details until your customers' order is fulfilled. This is the benefit of the full Quote-to-Cash solution. These features all work together to help you accurately track payments and record revenue you earn from every single deal. However, Conga Billing can be easily integrated into any other CPQ running on the Salesforce platform.
The following table lists the tasks that administrators and users can perform using Billing.
It is important to understand how terms are used when working with Conga Billing.
For a product, billing schedules are a distribution of the net amount of a contract, based on the chosen Billing Frequency.
A Legal document that states the credit balance. It is issued to counterbalance current invoices or apply to future invoices.
A batch job for generating invoices in bulk.
Used to generate an Invoice document.
A list of products or services provided, with a statement of a sum due for each product or service sold.
Related A/R Transactions
When any payment is made using any third-party payment solution, the payment detail (such as amount, mode, date and other information) is passed on to the Conga Billing system and registered as a Related A/R Transaction that corresponds to that transaction type.
An object used to record the usage quantity consumed within a specific duration.
Detailed usage rating information, including the current total rated quantity.
|Wallet Manager||A custom button on the UI which allows you to manage funds in your wallet.|