Conga Product Documentation

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Billing for Administrators

With this section, 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 section 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 Conga Billing Release Notes for information on System Requirements and Supported Platforms.

Other Resources

  • CPQ for Administrators: Refer to this section for setting up products, price lists, constraint rules.
  • CPQ for Users: Refer to this section for detailed information on Asset Based Operations.
  • About X-Author for Contracts: Refer to this documentation for detailed instructions on setting up templates for Invoices and Credit Memo documents.

This section describes the following tasks:

  • To install and set 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