Billing for Administrators
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Topic |
Description |
|---|---|
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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. |
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Primary Audience |
Billing Operation Manager, Finance User |
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IT Environment |
Refer to the latest Conga Billing Release Notes for information on System Requirements and Supported Platforms. |
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Updates |
For a comprehensive list of updates to this section for each release, refer to the What's New in Billing Documentation topic. |
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Other Resources |
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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
Before using Billing, you must be familiar with the following:
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Basic Salesforce administration
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Conga CPQ and Conga CLM administration
- Salesforce and Conga terms and definitions
