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Billing for Salesforce

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Conga Product Documentation

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Billing for Salesforce

Billing Setup

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Payment Email Templates

You need to create a payment email template and apply it to the account or account location.

Creating a Payment Email Template

  1. Go to Setup and type email in the quick find box. Alternately, open Email Templates under Communication Templates.
  2. Select Conga Payment Email Templates as the Folder. Click New Template.
    Note:

    The folder names in the new orgs are auto-updated to Conga Payment Email Templates after installing the latest Billing managed package. For existing orgs, the Admin has to manually update the folder label to Conga Payment Email Templates by clicking Edit next to Folder.



  3. Click New Template and select a template type from the list of options.
    1. Select Text to use merge fields to personalize your email content.
    2. Select HTML to use Salesforce's pre-defined Email layout options to create your own HTML template.
    3. Select Custom to create your own HTML layout from scratch.
    4. Select VisualForce to use Visualforce for creating email templates.Developers and administrators can use this option to perform advance operations on data that'll be sent to recipients.


  4. Enter the template information such as Folder, Template Name, Email Layout and Description.
    Note:

    You must select Available For Use option to make the template visible and available for selection.

  5. Using the Merge Field Options, you can add dynamic fields to your email body.

    Paste this value in the Email body to display it in the email.

  6. Click Save.

The templates you create will be added to the Conga Payment Email Templates folder.

You can add multiple templates for Payments and specify one for applicability at the account level or specify it when you apply the payment.

User Guide
Billing

February 11, 2025