As a billing analyst, you may want to group or summarize the invoice line items based on criteria such as start date, charge type, price type, ship-to, location, or a custom field. Conga Billing has developed a feature that enables you to summarize the applicable invoice lines according to your own criteria once the invoice is generated. These criteria are supplied as part of the managed packages, but you can create custom criteria. The custom fields must be of a data type pertaining to lookup, date, and picklist. If your organization wants to send clients a summary invoice based on the above-mentioned parameters, you can configure and generate invoice summaries to meet their needs.

This feature:

• Enables the creation of a summary for invoice line items in draft or approved status.
• Provides the ability to view the summary on the invoice records.
• Displays the summary of invoice lines like a snapshot, allowing the user to merge this summary into the invoice document.
• Allows the user to select a different summary criterion to re-create, merge, and send a new invoice summary based on customer requests.
• Exposes an API for creating or re-creating the summary when an invoice record is generated.

You can choose different summary criteria and re-create or regenerate the summary invoice from the Invoice record page.