Billing for an Order

Conga billing and invoicing can be initiated for the orders either before or after activation of the order. When billing is initiated depends on Order Management settings. 

To create billing schedules on activation of an order

1. Go to Setup > Custom Settings > Order System Properties
2. Click Manage.
3. Click Edit.
4. Click the check box next to Initiate Billing On Order Activation? and click Save.
   
   

   You can use your Salesforce org to create the quote or proposal and Conga Platform to initiate the billing by using the QTC profile setting.

   When you set the QTC Profile on the order header to Conga Platform, the initiate billing logic on Salesforce is bypassed, and the billing is initiated in the Conga Platform. After the billing is initiated in the Conga Platform, you are taken back to your Salesforce org, where you can see the billing schedules.

To create billing schedules manually

Prerequisite: The custom setting Initiate Billing On Order Activation? must be disabled.

1. Go to the order record and set the Ready for Billing Date field.
2. Click Save.

If the Ready for Billing Date is set to a date before the order is activated, the billing schedules are created when the order becomes active.

Use Case: Billing for Standalone Recurring product