After invoices are generated, manage invoice document templates, and then generate PDF documents for a batch of invoices or for an individual invoice.
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. |
- Manage Invoice Document Templates
Choose the default invoice document template, add your company logo, and assign a template to a billing profile. The same template resolution applies to batch and individual invoice document generation. - 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. - Generate Individual Invoice PDF Documents
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. - Generate a Single Invoice PDF Document by Using Flow, Apex, and Omniscript
Generate a PDF document for an invoice that's generated from an Account or Order record page, or that's generated by using the Invoice Creation API. - Generated Invoice PDF Document Details
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.