You can use Conga Billing to create invoices for all products and services your customers purchase. However, you must configure products and define the associated prices using Conga CPQ.

To generate a detailed invoice, you must first complete the following procedures.

Sr. No.

Task

Application

1

Select and Configure Products

Conga CPQ. For more information, see CPQ for Users.

2

Define Pricing

3

Generate Quote

4

Accept Contract

Conga Contract Management. For more information, see the CLM for Users.

5Define Billing PreferenceConga Billing




6

Define Billing Dates

7Schedule Invoice Runs


Before you select Conga Billing from the force.com application menu, it is essential to understand the invoice you want to create.