You want to generate an invoice in a different format only for one invoice run, but do not want to change the default template at the account level. However, if you want to override this account wide choice and switch to a different template, you can do so with this newly added Invoice Run page.įor example, you work in billing operations at a software company. You can select the Invoice template at the account or account location that you want to use. You can create several templates on which your invoices are based. With the Conga Billing, you can now override the Invoice Template you use. Now, you can apply this template to generate an Invoice. For more information, contact your manager or the Legal team in your organization.Įnter the names of the merge fields and clauses you want to include in the template.Įnter the names of the child objects that you want to reference in the template. Select the check box to publish this template.Įnter the verbiage that you want to include in the template. Select a date when you want to revise this template. Select the geographical region where you are presenting this invoice. Select the language you want to present your invoice in.
Lookup and select the Id for the term exception associated with the clause or section.Įnter the keywords that will help other users effectively search for this template. If you are cloning this template, look up and select the source you are using to clone this template.Įnter the unique external reference identifier of the source you are using to clone this template. Select the check box to activate the template and make it available for use. Invoice Statement - Select this option if you want to create a template for an Invoice StatementĮnter a unique external reference identifier to help you and others in your organization identify it with ease.Įnter a brief description of the functions and purpose of this template for the benefit of other in your organization who may want to use this template.Invoice - Select this option if you want to create a template for an Invoice.Select from one of the following options. Give this template a unique name to help you and others in your organization identify it with ease.
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