home

Billing for Salesforce

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
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

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Show Contents

Show Page Sections

Billing for Salesforce

Using Conga Billing

Payments

Payment functionality helps you capture the payments received from customers. If you present your customer with an invoice of $90 and they provide you a check of $100, you can create a payment record of $10. You can now apply this payment of $10 to your next invoice.

Creating Payments

To create a Payment,

  1. From All Tabs, click Payments.
  2. Enter details for the following fields.

    Field

    Description

    Account Id

    Select the account name from the lookup field

    Type

    Select the type of the payment

    Payment Amount

    The amount to be applied to the invoice

    Payment Date

    The date on which the payment was applied

    Reason Code

    The reason code of the payment

    Payment External ID

    ID of the payment as stored in the external system
  3. Click Save.
A payment record is created with Status as Unapplied. A destination A/R Transaction record is created with Ending Balance equal to Payment Amount.

Applying Payments

You can only apply payments to approved and unpaid invoices. To apply a payment,

  1. From the payment record, Click Apply Payment.
  2. All the unpaid invoices of the account are displayed.


  3. Select the invoice line items to apply for the payment. Enter the amount you want to apply to an invoice in the Apply Amount field.
  4. Click Next.
  5. Enter the processing options;
    1. Send Payment Notification: Select this field to send an email notification to the billing contact when the payment is applied.
    2. Override Email Template: Enter the email template to use when sending the payment notification email. If you leave this field as blank, default email template of the account is used.
  6. Click Finish.

The status of the payment record changes to Applied if you applied the entire amount of the payment or Partially Applied if a part of the payment was applied to an invoice. Available balance changes to reflect the remaining balance of the payment.

Related A/R Transaction records are created for each invoice line item that was paid through the payment. A destination Related A/R Transaction record is created with Ending Balance equal to the Available Balance of the Invoice.

The invoice Status changes to Paid or Partially Paid and Total Due Amount is updated.

Warning: You cannot cancel an invoice if a payment is made against it.
User Guide
Billing

January 8, 2025