About Billing

Conga Billing is a cloud-based, native to Salesforce, billing and invoicing application.

You can use Conga Billing to manage your billing and invoicing. Conga Billing is built on the Salesforce platform. You can generate complex yet accurate invoices for any combination of products, services, and subscriptions.

The Conga Billing application is the front-end process that you can use to send an effective invoice to your customers on time, with all accurate information and billing terms. While the order is processed, order information that is available in the contract moves to your finance team for them to generate billing schedules based on the contract.

For every bundle of products, services, and subscriptions, it is critical that the invoice clearly lists all the expenses, changes, swaps, cancellations, and additions to an order. The invoice must also include accurate taxes and discounts. This increases the complexity of the invoice. With Conga Billing, you can generate an accurate, up-to-date, and comprehensible invoice so your customers understand it easily, pay quickly, and leave with a positive experience. You can rate complex usage scenarios on a daily, monthly or any other frequency of your choosing. Conga Billing also allows you to use pre-payments as a payment mode for usage-based products.

You can create invoices that reflect the latest customer orders, commitments, and purchased products. Conga Billing is designed to fulfill the billing and invoicing requirements of leading enterprises in Cloud, High-Tech, Manufacturing, Life Sciences, and any industry that employs complex pricing mechanisms. It offers extensive solutions for every business requirement you have with billing and invoicing.

Integrate Conga Billing with Conga CPQ and Conga Contract Lifecycle Management to quickly, effectively, and accurately track purchase and contract details until your customers' order is fulfilled. This is the benefit of the full Quote-to-Cash solution. These features all work together to help you accurately track payments and record revenue you earn from every single deal.

The following table lists the tasks that administrators and users can perform using Billing.


Administrator	Administrator/User
Generate billing schedules Generate billing schedules for standalone and bundle products View billing metrics Generate billing schedules for asset-based operations Forecast billing schedules Generate usage schedules for usage-based products Capture and process usage inputs Charge a minimum fee for insufficient usage consumption Create billing plans Create billing plans on the Cart Invoice your billing schedules Schedule an invoice run to generate an invoice Submit an invoice run to process immediately Approve, cancel, and delete an invoice Regenerate invoice Split an invoice Generate an invoice statement Create an ad-hoc invoice Schedule or send an invoice email immediately using custom email templates Forecast your invoices Auto-adjust payment on invoice Create a credit memo Perform Credit and Rebill Create direct credit memo or create a credit memo using the invoice run Approve, cancel, and delete a credit memo Send credit memo email using custom email templates Use Wallet Manager to manage funds in your Wallet Add funds Remove funds Renew the wallet Terminate the wallet Monitor Real-Time Wallet Updates Single wallet Multiple wallets Wallet for usage-based products Wallet updates for asset-based operations Capturing Payments Creating a payment Applying a payment to an invoice Charge a Late Fee Apply a Late Fee Cancel a Late Fee View tax break-ups for each invoice Associate a tax exemption certificate View A/R Transaction records to track payments made using different payment modes. Generate and view Account Billing Summary Create, view and delete Standard reports, A/R Aging reports, and DSO reports View Billing Dashboard	Generate billing schedules Generate billing schedules for standalone and bundle products View billing metrics Generate billing schedules for asset-based operations Forecast billing schedules Generate usage schedules for usage-based products Capture and process usage inputs Charge a minimum fee for insufficient usage consumption Create billing plans Create billing plans on the Cart Invoice your billing schedules Schedule an invoice run to generate an invoice Submit an invoice run to process immediately Approve, cancel, and delete an invoice Regenerate invoice Split an invoice Generate an invoice statement Create an ad-hoc invoice Schedule or send an invoice email immediately using custom email templates Forecast your invoices Auto-adjust payment on invoice Create a credit memo Perform Credit and Rebill Create direct credit memo or create a credit memo using the invoice run Approve, cancel, and delete a credit memo Send credit memo email using custom email templates Use Wallet Manager to manage funds in your Wallet Add funds Remove funds Renew the wallet Terminate the wallet Monitor Real-Time Wallet Updates Single wallet Multiple wallets Wallet for usage-based products Wallet updates for asset-based operations Capturing Payments Creating a payment Applying a payment to an invoice Charge a Late Fee Apply a Late Fee Cancel a Late Fee View tax break-ups for each invoice Associate a tax exemption certificate View A/R Transaction records to track payments made using different payment modes. Generate and view Account Billing Summary Create, view and delete Standard reports, A/R Aging reports, and DSO reports View Billing Dashboard

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About Billing

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