---
schema_version: "1"
id: 9a080c33f2b0507cb7cb8a02bdcc6e447b5ea7f663d132aa5027a0a18b1b270c
title: Default Document Template to Generate Invoice PDF Documents
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/billing_document_generation_default_invoice_template.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.billing_document_generation_default_invoice_template.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 862f443b5595ae1dc3a2a270b74c3897f26593fda85413ba76a890b7b8a42d7c
description: After your Billing admin turns on Document Generation for Billing, immediately generate bulk PDF documents for invoices by using the default document template that's preselected.
products:
  - Revenue Cloud
release: "264"
---
# Default Document Template to Generate Invoice PDF Documents

After your Billing admin turns on Document Generation for Billing, immediately generate bulk PDF documents for invoices by using the default document template that's preselected.

### 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 with <a href="https://help.salesforce.com/s/articleView?id=ind.revenue_licenses_areas_and_features.htm&amp;release=264.0.0&amp;type=5">the Revenue Cloud Billing license</a>. Contact your Salesforce account executive for more information.</td></tr></tbody></table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-revenue-264-0-0-production-enus/91ca99c6-d5c8-4986-b961-c6b7801e0d0d/images/icon_note.png)

Note For on-demand, account–specific invoice documents, see [Assign an Invoice Document Template to a Billing Profile](https://help.salesforce.com/s/articleView?id=ind.billing_account_document_template.htm&release=264.0.0&type=5 "Give an account its own invoice PDF by assigning a document template to its billing profile. Billing uses that template for batch and individual invoice PDFs.") and [Generate Individual Invoice PDF Documents](https://help.salesforce.com/s/articleView?id=ind.billing_account_specific_invoice_template_configure.htm&release=264.0.0&type=5 "Generate a PDF document for an invoice directly from the invoice record. Provide billing profile-specific individual invoice documents without waiting for invoice batch runs.").

The field values of the Default Invoice Template document template are derived from:

- The Invoice Date, Invoice Number, Due Date, Description, Total Amount, Total Tax, Balance, and Net Credits Applied fields of the Invoice record.
- The Billing Address and Shipping Address fields of the Account record.
- The Product, Quantity, Unit Price, Tax Amount, and Line Amount fields of the Invoice Line record.
- The start and end dates of the invoice line, which determine the billing period.

#### See Also

- [Turn On PDF Document Generation for Billing](https://help.salesforce.com/s/articleView?id=ind.billing_setup_document_generation.htm&release=264.0.0&type=5 "Before Billing can create PDF documents for invoices, invoice previews, account statements, and other custom documents, enable server-side and batch document generation, then turn on Document Generation in Billing Settings. Batch document generation is required to generate invoice PDF documents from an invoice batch run.")