---
schema_version: "1"
id: 0c2e995aadeaaacdabf3f6386b4da3b35283cf01f02aa8bacd17cfa82d8d4275
title: Revenue | Get Invoice Document PDF
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/agent_ref_revenue_get_latest_invoice_and_document_pdf.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.agent_ref_revenue_get_latest_invoice_and_document_pdf.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b542c810e696cba653a22e7b19cb0dfcc843f4da7e6d4c27910fd98f94915f8b
description: The Get Invoice Document PDF agent action retrieves the most recent posted invoice for an account and provides access to its associated document. Users can view or download the latest invoice PDF when it's available.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Revenue | Get Invoice Document PDF

The Get Invoice Document PDF agent action retrieves the most recent posted invoice for an account and provides access to its associated document. Users can view or download the latest invoice PDF when it's available.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions of Revenue Cloud Advanced and Revenue Cloud Billing with the Agentforce Employee Agent add-on. It also requires the Flex Credits Metering add-on and the Usage Management add-on.</td></tr></tbody></table>

 
| User Permissions Needed |   |
| --- | --- |
| To execute actions in Employee agents: | See [Manage Employee Agent Access](https://help.salesforce.com/s/articleView?id=ai.agent_manage_aea_access.htm&release=264.0.0&type=5 "Control user access to specific Agentforce Employee agents with permission sets or profiles. In Agentforce Builder, use the Agent Access page. In the legacy Agentforce Builder, use the Agent Access tab.") |
| To run flows: | Run Flows |

## Action Details

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <tbody>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">API Name</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">GetInvoiceDocumentPDF</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Reference Action Type</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">Flow</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Reference Action</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">Get Invoice Document PDF</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Does this action execute one or more prompt templates?</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">No</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Required Setup</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">
              <p><a href="https://help.salesforce.com/s/articleView?id=ind.rev_agent_setup.htm&amp;type=5&amp;language=en_US" target="_blank">Set Up Agentforce for Revenue Cloud</a></p>
              <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleView?id=ind.billing_agentforce_billing_setup.htm&amp;type=5&amp;language=en_US" target="_blank">Set Up Billing Employee Assistance</a></p>
            </td>

          </tr>
        </tbody>
      </table>

Input

- Account Context – The account the user wants the latest invoice for.

Output

- Latest Invoice Record – The most recent posted invoice.
- Invoice Document Link – Downloadable link to the invoice PDF, when available.
- Is Successful – Boolean flag that indicates whether retrieval was successful.
- Error Message – String with error details if the action fails.

## Guidelines and Considerations

- A PDF is generated only if the invoice document exists and document generation is enabled.
- The action supports direct requests such as “Show me my latest invoice” or “Download my most recent bill.”