With the Billing Administrator Guide, you can find out how Conga Billing works and how to manage your organization's and your customers' billing and invoicing requirements.

What's CoveredThis guide walks the Billing Operation Manager through a set-up of the entire billing process. It covers information, step-by-step instructions, and use cases for the features provided by Conga Billing.
Primary AudienceBilling Operation Manager, Finance User
IT EnvironmentRefer to the latest Billing Release Notes for information on System Requirements and Supported Platforms.
UpdatesFor a comprehensive list of updates to this guide for each release, refer to What's New topic.
Other Resources
  • Billing User Guide: Refer to this guide for setting-up Billing in your organization.
  • CPQ Admin Guide: Refer this guide for setting up products, price lists, and constraint rules.
  • CPQ User Guide: Refer to this guide for detailed information on Asset Based Operations.
  • X-Author Contracts User Guide: Refer to this Guide for detailed instructions on setting up templates for Invoices and Credit Memo documents.

This guide describes the following tasks: 

  • Installing and setting-up billing management
  • To create invoice and credit memo templates
  • To set up billing preferences
  • To setup Wallet for prepayments
  • To use custom invoice numbering
  • To implement callback classes to customize billing management

Before using Billing, you must be familiar with the following:

  • Basic Salesforce administration

  • Conga CPQ and Conga CLM administration

  • Salesforce and Conga terms and definitions

If you are new to Conga Billing, here: Getting Started and System Overview.

DOC ID: BILWIN20AG20201103