Module 1. CPQ & Billing Overview
- Understand the roles of CPQ and Billing in sales and accounting
- Identify who will likely participate in the Billing workflow
- Investigate how CPQ helps create quotes
Module 2. Orders
- Generate orders both manually and automatically
- Modify order data
- Control order generation outcomes
- Copy down data with auto-mapping
- Investigate obstacles to order generation
Module 3. Invoice & Order Relationships
- Understand invoice data model and workflow
- Determine order product qualification for invoicing
- Analyze order data to predict next billing date
- Override billing dates case-by-case
- Setup defaults for order and invoice dates
Module 4. Invoice Generation
- Determine invoice due dates
- Generate invoices on demand
- Schedule invoice runs to regularly generate invoices
- Split invoices by multiple factors
Module 5. Usage
- Create and organize usage records
- Override usage quantities and dates case by case
- Invoice usage related order products
Module 6. Invoice Line Pricing
- Identify critical invoice and invoice line fields
- Manage tiered pricing reference snapshots
- Calculate billable unit price for subscription products
- Determine proration calculation method
Module 7. Payments
- Understand the payment workflow in Billing
- Create and allocate payments
- Explore payment gateway options and settings
- Maintain electronic payment methods
- Collect payment through a virtual terminal
- Schedule recurring payments
Module 8. Debit Notes, Credit Notes, & Refunds
- Understand the debit note and credit note workflow
- Create and allocate debit and credit notes
- Allocate payments to debit notes
- Credit or cancel & rebill to roll back invoices
- Maintain refund records
Module 9. Legal Entity & Taxation
- Manage legal entity records
- Explore tax calculation options and settings
- Create tax rules and tax rates
- Determine tax address
Module 10. Finance Books
- Create accounting finance books
- Generate finance periods
- Automatically relate transactions to finance periods
Module 11. Revenue Recognition
- Understand revenue transaction data model and workflow
- Setup revenue distribution methods
- Setup rev rec rules to generate revenue transactions
- Manage products to leverage rev rec rules
Module 12. General Ledger
- Create general ledger account records
- Set up general ledger rules to relate transactions with accounts
Join the program for Live instructor-led online classes by industry experts 