Conga Product Documentation

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Overriding an Invoice Template

With the Conga Billing application, you can now override the Invoice Template you use.

You can create several templates on which your invoices are based. You can select the Invoice template at the account or account location that you want to use. However, if you want to override this account wide choice and switch to a different template, you can do so with this newly added Invoice Run page.

For example, you work in billing operations at a software company. You want to generate an invoice in a different format only for one invoice run, but do not want to change the default template at the account level. Input the name of the template you wish to override with and run the invoice run to create invoices using a new template.

To Override an Invoice Template

  1. Create a new Invoice run.
  2. Enter appropriate values for required fields.
  3. In the Processing Options section, enter the name of the Invoice template you want to use.
  4. Click Save.


Now that you have a template ready to base the invoice on, you can start to configure fields and define values for these fields to present on the invoice that you send to your customer.