With the Billing Administrator Guide, you can find out how Conga Billing works and how to manage your organization's and your customers' billing and invoicing requirements.
Topic
Description
What's Covered
This 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 Audience
Billing Operation Manager, Finance User
IT Environment
Refer to the latest Billing Release Notes for information on System Requirements and Supported Platforms.
Updates
For a comprehensive list of updates to this guide for each release, refer to What's New topic.
Other Resources
Billing User Guide: Refer to this guide for setting-up Billing 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, you must be familiar with the following: