You will always generate an invoice for your customers' account.

Account is a standard Salesforce object from which all Apttus applications inherit values. Apttus Billing Management uses values from the fields that you define in the Account object.

Note

Please ensure you have added custom fields to the Account object Layout. Refer the section on Accounts to know how you can add fields to your layout.


The information specific to billing and invoicing that you must define on Accounts page is described in the following table.

FieldDescription
Billing PreferenceSelect a predefined billing preference. For details, see Billing Preference.
Billing Day of the MonthThe day you want to generate a bill for the account.
To apply this configuration, please set Billing Cycle Start to Account Billing Day of Month on Billing Preference associated with this account.
Calendar Cycle StartSelect a month to align the account's billing to a specific calendar year.
To apply this configuration, please set Calendar Cycle Start to Account Calendar Cycle Start on Billing Preference associated with this account.
Payment TermSelect a predefined payment term. For details, see Payment Terms.
Tax CertificateSelect the certificate you want to apply to this account. For details, see Associating a Tax exemption certificate in Billing Management User Guide.
Tax Exempt?

Select from one of the following options.

  • Yes
  • No
Tax Exempt Status

Select from one of the following options.

  • Processing
  • Rejected
  • Approved
Billing AddressEnter the address where your customer wants to receive the invoice.
Shipping AddressEnter the address where your customer wants to receive the products.
Dunning PolicySelect a Dunning Policy to override the default dunning policy with an account specific dunning policy. For details, refer to Dunning Policy
Exclude from DunningSelect this field to disable dunning for this account.


It is recommended to add Template details after you Save rest of the Account information. You should see action buttons that will help you select a template of your choice.

FieldDescription
Set Invoice Email TemplateSet an invoice template that will be applied to the email body for sending invoice emails. Click Set Invoice Email Template and select a template. For information on creating an email template, refer Templates.
Set Billing Contacts

Set filter criteria to pick a Billing Contact where you want to email the automatically generated invoices.

You might have multiple contacts linked to an account. Click Set Billing Contacts and add filter criteria. The criteria help you select the contacts from Account Contacts that you want to email the invoices to.

Set Default Credit Memo TemplateChoose a template on which all Credit Memos you generate for this Account will be based. This will be an attachment to the emails sent for all Credit Memos from the account.
Set Credit Memo Email TemplateChoose an email template that will be applied to the email body for sending Credit Memo emails from an Account. Click Set Credit Memo Email Template, select an email template from the picklist and Save. For information on creating a custom email template for Credit Memos, please refer Credit Memo Templates in Billing Management User Guide.
Payment Email Template

Enter the API name of the email template to be used when sending the payment email template.

Note

For different Account Locations, you can add a different Invoice Template and Billing Contact.

After you save information on the Accounts page, you must define the Account Location.