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.

The following table lists the tasks that administrators and users can perform using Billing.

AdministratorAdministrator/User
  • Generate billing schedules
    • Generate billing schedules for standalone and bundle products
    • View billing metrics 
    • Generate billing schedules for asset-based operations
    • Forecast billing schedules
  • Generate usage schedules for usage-based products
    • Capture and process usage inputs
    • Charge a minimum fee for insufficient usage consumption
  • Create billing plans
  • Create billing plans on the Cart
  • Invoice your billing schedules 
    • Schedule an invoice run to generate an invoice 
    • Submit an invoice run to process immediately 
    • Approve, cancel, and delete an invoice
    • Regenerate invoice
    • Split an invoice 
    • Generate an invoice statement
    • Create an ad-hoc invoice
    • Schedule or send an invoice email immediately using custom email templates
    • Forecast your invoices
    • Auto-adjust payment on invoice
    • Create a credit memo 
      • Perform Credit and Rebill
      • Create direct credit memo or create a credit memo using the invoice run
      • Approve, cancel, and delete a credit memo
      • Send credit memo email using custom email templates
  • Use Wallet Manager to manage funds in your Wallet
    • Add funds
    • Remove funds
    • Renew the wallet
    • Terminate the wallet
  • Monitor Real-Time Wallet Updates
    • Single wallet
    • Multiple wallets
    • Wallet for usage-based products
    • Wallet updates for asset-based operations
  • Capturing Payments
    • Creating a payment
    • Applying a payment to an invoice
  • Charge a Late Fee
    • Apply a Late Fee
    • Cancel a Late Fee
  • View tax break-ups for each invoice
    • Associate a tax exemption certificate
  • View A/R Transaction records to track payments made using different payment modes.
  • Generate and view Account Billing Summary
  • Create, view and delete Standard reports, A/R Aging reports, and DSO reports 
  • View Billing Dashboard
  • Generate billing schedules
    • Generate billing schedules for standalone and bundle products
    • View billing metrics 
    • Generate billing schedules for asset-based operations
    • Forecast billing schedules
  • Generate usage schedules for usage-based products
    • Capture and process usage inputs
    • Charge a minimum fee for insufficient usage consumption
  • Create billing plans
  • Create billing plans on the Cart
  • Invoice your billing schedules 
    • Schedule an invoice run to generate an invoice 
    • Submit an invoice run to process immediately 
    • Approve, cancel, and delete an invoice
    • Regenerate invoice
    • Split an invoice 
    • Generate an invoice statement
    • Create an ad-hoc invoice
    • Schedule or send an invoice email immediately using custom email templates
    • Forecast your invoices
    • Auto-adjust payment on invoice
    • Create a credit memo 
      • Perform Credit and Rebill
      • Create direct credit memo or create a credit memo using the invoice run
      • Approve, cancel, and delete a credit memo
      • Send credit memo email using custom email templates
  • Use Wallet Manager to manage funds in your Wallet
    • Add funds
    • Remove funds
    • Renew the wallet
    • Terminate the wallet
  • Monitor Real-Time Wallet Updates
    • Single wallet
    • Multiple wallets
    • Wallet for usage-based products
    • Wallet updates for asset-based operations
  • Capturing Payments
    • Creating a payment
    • Applying a payment to an invoice
  • Charge a Late Fee
    • Apply a Late Fee
    • Cancel a Late Fee
  • View tax break-ups for each invoice
    • Associate a tax exemption certificate
  • View A/R Transaction records to track payments made using different payment modes.
  • Generate and view Account Billing Summary
  • Create, view and delete Standard reports, A/R Aging reports, and DSO reports 
  • View Billing Dashboard

Key Terminology

It is important to understand how terms are used when working with Conga Billing.

Term

Definition

Account

Any organization, company or consumer that a user wants to track as a customer, partner, or competitor.

Billing Cycle Start

Any day on which you want to bill your customers. Billing schedules are aligned on the basis of the billing cycle start.

Billing Day of the Month

The day of the month on which you want to bill the customer.

Billing Frequency

Dictates how the total contract value is distributed and billed over time.

Billing PlanA plan used when you want a customized billing arrangement. You can create a billing plan when you want to bill a customer over certain periods throughout the year or on achieving a predefined milestone.

Billing Preferences

Drives the generation of Billing Schedules. The Billing Preference that you define determines:

  • Billing schedule alignment based on the billing cycle start day
  • If informational billing schedules are created or hidden

Billing Rule

Determines the date on which an invoice will be generated for a billing schedule.

Billing Schedules

For a product, billing schedules are a distribution of the net amount of a contract, based on the chosen Billing Frequency.

Credit Memo

A Legal document that states the credit balance. It is issued to counterbalance current invoices or apply to future invoices.

Custom Invoice Numbering

Lets you customize your invoice numbering by adding dynamic prefixes and suffixes.

Delayed UsageA functionality that allows you to process usage after the end of the contract.
Dunning PolicyThe process of methodically communicating with customers to ensure the collection of accounts receivable. It is a formalized notification process to follow up and collect the money owed by the customer.
Evergreen AssetAn asset without an expiration date. The asset is billable forever until the subscription is cancelled (evergreen billing).

Invoice Run

A batch job for generating invoices in bulk.

Invoice Template

Used to generate an Invoice document.

Invoice

A list of products or services provided, with a statement of a sum due for each product or service sold.

Payment Term

An object used to calculate the invoice due date from the invoice date.

Proration

How a billed amount is distributed over partial billing cycles.

Same Day CancellationAn option to cancel an asset on the same day.
Split InvoiceYou can split your customer's invoice into two or more invoices. Splitting an invoice is useful when your customers want to spread their payments across multiple invoices.

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 Apttus Billing Management system and registered as a Related A/R Transaction that corresponds to that transaction type.

Usage Input

An object used to record the usage quantity consumed within a specific duration.

Usage Rating Batch Size

A field that contains the numeric value of Usage Inputs to process per batch when rating the usage. The default value is 200.

Usage Schedule

Detailed usage rating information, including the current total rated quantity.

Wallet ManagerA custom button on the UI which allows you to manage funds in your wallet.

For more information about terms used with Conga products, see Conga Product Glossary.