Conga Invoice Generation for Salesforce Billing is a Conga product that works exclusively with Salesforce Billing. It allows Salesforce Billing customers to customize and export invoices, statements, and receipts that provide a free and powerful way to generate documents.

Included Packages:

Conga Invoice Generation customers need to install the following packages:

  • Conga Composer:

    • Click this link to access the Conga Composer AppExchange listing.

    • Click Get It Now and choose whether to install in Production or Sandbox.

    • Agree to the terms and conditions and click Confirm and Install.

    • Select Install for All Users and click Install.

    • Agree to grant access to third-party web sites and click Continue. 

  • Conga Batch. For more information, refer to Conga Batch product documentation.
  • Conga Trigger. For more information, refer to Conga Trigger product documentation. 

What are the Limitations?

Conga Invoice Generation for Salesforce Billing includes all of the features and functionality of Conga Composer with the following exceptions:

  • Customers can only generate documents from the objects within the Salesforce Billing installed package (those with the blng prefix).
  • Word and HTML Email are the only supported template types.
  • Email and PDF are the only output file types.
  • Up to 1,000 free invoices per month.