Billing Console
You can navigate to all key pages of configuration and execution from the Billing Console.
From the Force.com app menu, select Conga Billing Management and click Billing Console from the header.
Pre-requisite
To view Templates tile on the Console, you need to create List Views on the Template page.
-
Enter the View Name
and include Invoice,
Credit Memo and
Invoice Statement
in the Filter Criteria.
-
Select Fields to Display and select Visible to all users radio
button.
Billing Console Elements
Billing Console has five basic elements:
- Billing Setup
- Doc Templates
- Email and Communication
- Invoicing and
- Payments
To get started, you must define billing and invoice related information on the Account page.
