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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

Invoicing

Pre-requisites for Invoice PDF Generation

For invoice generation in the PDF format, you must perform the following configurations:

  1. Go to Billing Console and click Billing Settings. Enter the Api user name and Password. The Password is your salesforce login password followed by the security token.
  2. Go to Setup > Custom Settings > Comply System Properties and set the Merge Webserivce End point to https://mergedev.congacloud.com/cgi-bin/MergeServer/Bin/mmcgi.exe under Comply System Settings.
  3. Go to Setup > Remote Site Settings and click New remote site to add a remote site. Specify Remote Site Name and set Remote Site URL to the base URL of production merge server, for example for:
    1. AWS - https://merge.congacloud.com
    2. AIC - https://mergeserviceprod.apttuscloud.com

June 5, 2025