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Billing for Salesforce

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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)Conga CopilotCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral

Conga Product Documentation

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Billing for Salesforce

Invoice Detail

Sending an Invoice Email to Bill To Contacts

You can send the invoice document to another bill to contact in case the default contact is not available, by selecting an alternate contact. This functionality is useful to those customers who do not have any callback class and want flexibility to change the email delivery contacts on the fly.
Note:
  • Your administrator must make the Send Document button available on the page to use this feature.
  • This functionality supports comma-separated email addresses that are fetched from either the Location or the Bill To contacts or both.
  • If Accounts has comma-separated values, then the user will not be able to select the Invoice Email Template.
  • The Callback class functionality will not be invoked from the Send Document button.

To send an invoice email

Contacts are set on either Bill To account or its corresponding Bill To Location.
To send an invoice email to Bill To contacts:
  1. Go to the Invoice Details page of an Invoice and click Send Document.
    The Send Document page opens showing the Invoice Number, Location and Bill To account details in the header. An error message is displayed if no contact information is found at the Location or the Bill To account.
  2. Select a template from the Invoice Email Template picklist. This lists all the active templates in the system.
    Note: If a template is not selected, an error message pops up on clicking the Send button.
  3. Select the contacts to whom you want to send the document from the Contact Information(s) section. This section lists all the contacts fetched from the Location and Bill To account objects. Contacts fetched from the Location object are selected by default.
    Note: If there are no contacts available on the Location object, the contacts fetched from the Bill To account are selected by default.
  4. Select an Email Attachment. The listed pdf files are the generated invoices from last 30 days, available under the Notes & Attachments on the Invoice Details page.
  5. Click Send. A pop-up opens showing that email has been sent successfully.
  6. Click OK.

The invoice email is sent to the configured email address on Account. To know more on the email address configuration, refer, Billing Contacts on Accounts.

July 15, 2025