Invoice Runs
You must override the standard Invoice Run page with a Visualforce page to drive the Invoice Run behavior as required.
Go to Invoice Runs object. Under Buttons, Links, and Actions section, edit New label to select a VisualForce page, InvoiceRunCreate[InvoiceRunCreate] as shown in the screenshot.
Creating Custom Filters for Invoice Runs
Apart from the four filters, Account, Account Location, Billing Schedule, 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 Conga CPQ or Conga Billing. You can define Custom Settings to call the custom Object in your implementation of Conga Billing.
To define the Custom Settings
- Click
- Enter a value for Invoice Filter Callback Class and click Save.
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.
