Conga Invoice Generation for Salesforce Billing is a Conga product that works 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.
The Conga Invoice Generation for Salesforce Billing package includes:
Conga Invoice Generation
Conga Batch
Conga Trigger
- Supports MS Word or HTML email templates
- Outputs to Email or PDF
- Limited to 1,000 free invoices per month
Deploy / Install Conga Invoice
Deploy a Conga Invoice Generation for Salesforce Billing QuickStart
The purpose of a QuickStart is to help you get up-and-running quickly with a pre-configured template and pre-determined data sources. The QuickStart solutions for Conga Invoice Generation for Salesforce Billing include:
> Account Statement
> Create Receipt
> Create Credit Memo
> Create Debit Memo
> Generate Invoice
To deploy a Quick Start, follow these steps:
In order to access Conga Invoice Generation for Salesforce Billing, you must first install Conga Invoice Generation for Salesforce Billing in your Salesforce instance (a Salesforce Billing license is required).
1) When installing Conga Invoice Generation, select Install for All Users
2) Select Conga Invoice Generation from the App dropdown
3) Click the Conga Quick Start tab
4) Select the Quick Start you want to use
5) Click Go to Page Layouts
6) Add the newly created Conga Invoice Generation button to the Page layout and click Save
You will be prompted to enable Remote Sites when you select the QuickStart. You must do this in order for Conga Invoice Generation to be able to create the button. Also, you must configure Configure Composer as a Connected App before using the solution.
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Customize Your Invoice Generation
If you want to create a custom document generation solution (or customize one of the QuickStarts), you can do so from the Conga Solutions tab using the Conga Solution Manager.
Conga Invoice Generation for Salesforce Billing includes all of the features and functionality of Conga Composer, to create documents in batches an Automate the process with Conga Trgger
Create Invoice Documents in Batches
After deploying or creating your document generation process for Conga Invoice Generation, you can run that process in batches using Conga Batch.
Automate Invoice Documents
You can also use Conga Trigger to automate your Conga Invoice Generation for Salesforce Billing solutions.