---
schema_version: "1"
id: 4fb1787de4599382d3bbd8b58d1b88bf7351e000a01bf88af0749dc12c2454af
title: Generate a Batch of 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_invoice_document_generation_batch.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.billing_invoice_document_generation_batch.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c9bc358e1d0ef1799fa9c4eafe7a6814fb70267004e41c5acfb37bfb7d04566a
description: After a batch of draft or posted invoices are generated by an invoice batch run, generate PDF documents for those invoices.
products:
  - Revenue Cloud
release: "264"
---
# Generate a Batch of Invoice PDF Documents

After a batch of draft or posted invoices are generated by an invoice batch run, generate PDF documents for those invoices.

### 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>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d142857e70">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d142857e70 ">To generate invoice PDF documents:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d142857e70 ">
              <p>Billing Admin permission set OR Billing Operations User permission
                set</p>
              <p>AND</p>
              <p style="margin-bottom:0;">DocGen User permission set</p>
            </td>

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

To generate invoice PDF documents from an invoice batch run, see [Turn On Invoice PDF Document Generation and Account Statement](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.").

![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

Before generating invoice PDF documents, review the [default limits for document generation requests](https://help.salesforce.com/s/articleView?id=ind.sf_docgen_hourly_and_daily_org_limits_eight.htm&language=en_US) and [the process for increasing the maximum number of content versions that are published per day](https://help.salesforce.com/s/articleView?id=000386874&type=1&language=en_US).

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](https://help.salesforce.com/s/articleView?id=ind.billing_automate_invoice_run_schedules.htm&release=264.0.0&type=5 "Set up invoice schedulers to generate invoices on a schedule or on demand. Select billing schedules by target date, billing period count, or both. Generate invoice documents during the run, or use a catch-up bill run to advance migrated schedules without creating invoices.").

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](https://help.salesforce.com/s/articleView?id=ind.billing_invoice_pdf_document_delivery_through_email.htm&release=264.0.0&type=5 "Ensure regional compliance by sending invoices through emails to your customers after the invoices are posted and before the payment due date. Customize your preferences at various levels in your Salesforce org to choose the way emails are delivered to your customers.").

To generate PDF documents that weren’t created during the invoice batch run, or to generate them again, use the [Batch Document Generation API](https://developer.salesforce.com/docs/atlas.en-us.revenue_lifecycle_management_dev_guide.meta/revenue_lifecycle_management_dev_guide/connect_resources_invoice_batch_docgen.htm) or generate them from the Invoice Batch Run record.

1. From the App Launcher, find and select **Invoice Batch Runs**.
2. Open the Invoice Batch Run record that you want to generate invoice PDF documents for.
3. Click **Generate Invoice Documents**.

On clicking Generate Invoice Documents, a [Batch Document Generation API](https://developer.salesforce.com/docs/atlas.en-us.revenue_lifecycle_management_dev_guide.meta/revenue_lifecycle_management_dev_guide/connect_resources_invoice_batch_docgen.htm) request is processed to generate invoice PDF documents. See [Generated Invoice PDF Document Details](https://help.salesforce.com/s/articleView?id=ind.billing_invoice_document_generation_generated_document.htm&release=264.0.0&type=5 "When you click Generate Invoice Documents or Generate Invoice Document, the action is triggered to create a Document Generation Batch Process or Document Generation Process record with a status of In Progress. Once the status changes to Success, it means the invoice PDF document has been generated.").

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](https://help.salesforce.com/s/articleView?id=ind.billing_invc_document_delivery_for_invc_btch_runs.htm&release=264.0.0&type=5 "After an invoice batch run completes and the invoice PDF documents are generated for the posted invoices of the invoice batch run, send invoice emails in bulk to your customers who opted for invoice delivery through email. Attach invoice PDF documents to the emails based on the selected preferences.").

#### See Also

- [Generate Invoices Automatically Based on Billing Schedules](https://help.salesforce.com/s/articleView?id=ind.billing_automate_invoice_run_schedules.htm&language=en_US)
- [Send Invoices Through Email](https://help.salesforce.com/s/articleView?id=ind.billing_invoice_pdf_document_delivery_through_email.htm&language=en_US)
- [Send Invoice Emails in Bulk from Invoice Batch Runs](https://help.salesforce.com/s/articleView?id=ind.billing_invc_document_delivery_for_invc_btch_runs.htm&language=en_US)
- [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.")