With Conga Billing User 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 Management Release Notes for information on System Requirements and Supported Platforms.
UpdatesFor a comprehensive list of updates to this guide for each release, refer to the What's New in User Guide topic.
Other Resources
  • Billing Admin Guide: Refer to this guide for installing and setting-up Billing in your organization.
  • CPQ Admin Guide: Refer to 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: 

  • To oversee and streamline your billing and collections processes.
  • To manage the billing for different types of assets including one time, usage, or recurring.
  • To adjust billing for an asset-based order.
  • To issue billing adjustments, track and approve invoices.
  • To view and understand billing schedules, usage schedules, and billing preferences.
  • To adjust and customize invoice presentation.
  • To coordinate and resolve sales tax issues.
  • To approve tax credit requests from customers.
  • To create custom billing plans and milestone billing plans.

Before using Conga 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, begin here: Getting Started with Conga Billing and About Billing User Guide.

DOC ID: BILWIN20UG20201103