After a batch of draft or posted invoices are generated by an invoice batch run, generate PDF documents for those invoices.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions with the Revenue Cloud Billing license. Contact your Salesforce account executive for more information. |
| User Permissions Needed | |
|---|---|
| To generate invoice PDF documents: |
Billing Admin permission set OR Billing Operations User permission set AND DocGen User permission set |
To generate invoice PDF documents from an invoice batch run, see Turn On Invoice PDF Document Generation and Account Statement.
Before generating invoice PDF documents, review the default limits for document generation requests and the process for increasing the maximum number of content versions that are published per day.
If you selected Generate Invoice Documents on the invoice scheduler, PDF documents are created automatically as invoices are streamed during the invoice batch run. See Generate Invoices Automatically Based on Billing Schedules.
For posted invoices, Billing also delivers those documents by email during the invoice batch run when invoice email delivery is configured. See Send Invoices Through Email.
To generate PDF documents that weren’t created during the invoice batch run, or to generate them again, use the Batch Document Generation API or generate them from the Invoice Batch Run record.
- From the App Launcher, find and select Invoice Batch Runs.
- Open the Invoice Batch Run record that you want to generate invoice PDF documents for.
- Click Generate Invoice Documents.
On clicking Generate Invoice Documents, a Batch Document Generation API request is processed to generate invoice PDF documents. See Generated Invoice PDF Document Details.
You can generate multiple invoice PDF documents for the same invoice. For example, you can generate a PDF document for a draft invoice and one more after the invoice is posted.
To send invoice emails in bulk after the documents are generated, see Send Invoice Emails in Bulk from Invoice Batch Runs.