About This Guide

With the Billing Management Administrator Guide, you can find out how Apttus Billing Management 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 Apttus Billing Management.
Primary AudienceBilling Operation Manager, Finance User
IT EnvironmentRefer to the latest Billing Management on Salesforce 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 Management User Guide: Refer to this guide for setting-up Billing Management 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 Management, you must be familiar with the following:

  • Basic Salesforce administration

  • Apttus CPQ and Apttus CLM administration

  • Salesforce and Apttus terms and definitions

If you are new to Apttus Billing Management, begin here: Getting Started and System Overview.