Billing User Interface
Clicking the Billing Apps tile opens the Billing App home page. Click the Billing Headers tab in the left panel to open the Billing Headers page. This is the main landing page from where you can navigate to the billing header details. Clicking any link under the Billing Header ID navigates you to the billing header's Details page.
You can view the following details:
| Number | Description |
|---|---|
| 1 | A list of billing headers with default column view. If you are a new user accessing the Billing UI on the Conga platform for the first time, you see the following columns as default view settings: |
| Billing Header ID | |
| Bill To Account | |
| Billing Start Date | |
| Billing End Date | |
| Current Order Line Item | |
| Asset Line Item | |
| Price Type | |
| TCV (Sales) | |
| Total Invoiced Amount | |
| Status | |
| Created Date | |
| Modified Date | |
| 2 | Default and personalized column list view. |
| 3 | Basic Search to retrieve required billing headers using billing header number as search parameters. To search for a billing header number, enter the exact billing header number in the search box. |
| 4 | Advanced filter to achieve greater selectivity and granularity in the basic search results. |
| 5 | View settings to change the default column view. |
| 6 | Pagination to set the number of rows to display on the page. By default, you can sort 10, 20, 30, 50, and 100 orders per page using the Rows per page drop-down. This feature works in association with the search and filter functions to display search records per page. You can use the < and > buttons to move to the next or the previous pages. You can also jump to a certain page using the page search component. |
| 7 | Export icon to export the file in CSV or Excel format. |
From this page, you can:
Create a personalized column list view.
Create an advanced filter.
Change the default view settings.
Export the files.
Sort search results and lists.
