Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Invoice Creation Request Results Details

The Invoice Creation Request Results Details screen provides a complete summary of a single invoice creation request. It displays the request's identification details, current processing status, and a breakdown of the invoices and credit memos generated as a result of the request.

This screen is read-only and serves as the primary audit reference for billing administrators and finance teams reviewing completed or in-progress invoice runs.

It has two tabs: Details and Related.

Details Tab: Displays general information about the request results along with summary counts of the data processed as part of the invoice creation request in three sections — General Information, Invoice Details, and Credit Memo Details sections.

Related Tab: Shows records and objects related to this request, such as associated invoices or credit memos generated by this request.

The Details Tab

It has three sections:General Information, Invoice Details, and Credit Memo Details.
FieldDescription
General Information
Request NameThe system-generated name of the invoice creation request.
StatusIndicates the current processing state of the request.
Total Accounts In ScopeThe total number of customer accounts included in this invoice creation request run.
Total Orders In ScopeThe total number of orders across all in-scope accounts that were evaluated for invoice generation.
Invoice Details
Total Invoices CreatedThe count of invoices successfully created and written to the system during this request run.
Total Invoices Auto ApprovedThe number of invoices that were automatically approved without requiring manual review.
Total Orders In ScopeThe total number of orders across all in-scope accounts that were evaluated for invoice generation.
Credit Memo Details
Total Credit Memos ApprovedThe number of credit memos that were approved (either manually or automatically) as part of this request run.
Total Credit Memos CreatedThe total number of credit memo documents generated during this run.
Total Credit Memos With Tax ProcessedThe count of credit memos for which tax calculations were also processed.

The related tab shows all the invoices and credit memos generated as part of this request. You can click the individual invoice or credit memo links to navigate to their detail pages.