Billing Custom Classes

The following custom classes are available in Billing Management:

Creating Custom Filters for Invoice Runs using Filter Callback

Apart from the three filters, Account, Account Location, and Product, you can create Custom Filters to sort and process Invoices.

For example, you are a Billing executive in a retail chain and you want to generate only those invoices for a custom object that is local to your organization and is not a standard object in CPQ or Billing. You can define Custom Settings to call the custom Object in your implementation of Conga Billing.

Note: The Invoice Filter Callback Class value in the above illustration is a class name. Consult Conga Professional Services or your Conga Implementation Engineer for the value you must use in your instance of Conga Billing.

Defining the Custom Settings

To define the Custom Settings

Click Setup > Custom Settings > Manage (to the left of Billing Custom Classes) > System Properties > Edit.
Enter a value for Invoice Filter Callback Class and click Save.

When you define a value for the Invoice Filter Callback Class, the Invoice Run User interface is updated with the Custom Options section that has 2 fields, Category, and Sub Category.

Select the values with the from each field with the picklist you have defined and the resulting Invoice Run is processed based on the fields you define here. For example, if a customer wants to only apply the Invoice Run to one or more Business Partner countries (a custom field added to the Asset Line Item) then the Category pick list should be updated to contain all countries applicable to their application: Germany, France, Italy, and others. Based on the country selected in Category, selected Billing Schedules will be picked by Invoice Run. If further granular filtering is needed then you can leverage the Sub Category pick list.

Separate Invoicing using Grouping Callback

Conga Billing, by default, consolidates assets onto a single invoice. Therefore, if you add products or make any amendments over time, those will be included a single invoice.

However, you have to option to generate separate invoices for each of the Billing Schedules.

Assume that for an asset, Ready for Invoice Date for 4 Billing schedules is 3/20/2016, 4/20/216, 5/20/2016 and 6/20/216. Create a new Invoice Run and set Process Through Date as 6/30/2016; only 1 invoice will be generated.

Now go to Custom Settings > Billing Custom Class and set Invoice Grouping Callback Class to testinvoicegroupingcallback. After this configuration, the invoices will be segregated on the basis of Ready for Invoice Date for Billing Schedules. Consult Conga Professional Services or your Conga Implementation Engineer for the value you must use for the class name.

For the same asset, now 4 invoices will be generated.

Also, you can separate invoices by order, or by a location based on the filter options set on the Invoice Run. For more information, see Defining Filter Criteria.

Note: If Billing Rule is set to Ready For Billing Date, only one invoice will be generated irrespective of this configuration.

Custom Numbering for Invoice using Invoice Numbering Callback

You can stamp custom number on the invoices by adding a callback class for Invoice Numbering.

Email Invoice Attachment Callback Class

You can now email invoice attachments to a customized contact list. Refer to Email Invoice Attachment Callback Class for more details.

Email Credit Memo Attachment Callback Class

You can now email credit memo attachments to a customized contact list. Refer to Email Credit Memo Attachment Callback Class for more details.

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