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

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

Sr. No.

Task

Application

1

Select and Configure Products

Apttus CPQ. For more information, see the Apttus CPQ User Guide.

2

Define Pricing

3

Generate Quote

4

Accept Contract

Apttus Contract Management. For more information, see the Apttus Contract Management User Guide.

5Define Billing PreferenceApttus Billing Management.




6

Define Billing Dates

7Schedule Invoice Runs


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