--- schema_version: "1" id: 16323ec8e1fc2b97c1015f8158e2fd3a36e2ac90dd87ac5a5f0f32d086d5373b title: Generated Invoice PDF Document Details 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_generated_document.md canonical_url: https://help.salesforce.com/s/articleView?id=ind.billing_invoice_document_generation_generated_document.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: dc49d2cf5dbf7a368f77c2ff0ee1278a7864fb1fb3ae27e5a8cafe92f273ca40 description: 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. products: - Revenue Cloud release: "264" --- # 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. ### 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.
The description of the Document Generation Batch Process record contains the ID of the Invoice Batch Run record for which it's created. You can see the Document Generation Process record for each invoice PDF document that's generated in the Document Generation Process related list of the Document Generation Batch Process record. If the document generation fails, you can try again by using [Retry 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_retry.htm). ## View Generated Invoice PDF Documents Invoice PDFs are generated based on the [document resolution logic](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.") for on-demand invoices and the [default invoice document template that's selected on the Billing Settings page](https://help.salesforce.com/s/articleView?id=ind.billing_setup_document_generation.htm&language=en_US) for invoice batch runs. You can see the invoice PDF documents in two locations: - From the App Launcher, find and select **Files**. - Open the Invoice record for which the PDF is generated, and go to the **Invoice Documents** related list. When you regenerate a single invoice document, it replaces the previous version. If you’re generating invoices in bulk, each invoice version has a separate Invoice Document record. To download the PDF, open the PDF and click **Download**. ## Information in the Invoice PDF Documents The Description column of the invoice PDF document provides context-specific information of the invoice line based on the product type. For usage-based products, the Description column shows the Unit of Measure, Quantity, and Usage Overage Quantity fields of the usage-based Invoice Line record. For milestone-based products, it shows the Percentage or Flat Amount field, and the Milestone Accomplishment Date field of the Billing Milestone Plan Item record. The invoice PDF document generated by using the default template shows bundled invoice lines in a hierarchy up to three levels, highlighting the difference between bundled and independent invoice lines. If your use case includes more than three levels of bundled invoice lines, use a customized document template to view all the invoice lines. ![PDF document page 1](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-revenue-264-0-0-production-enus/91ca99c6-d5c8-4986-b961-c6b7801e0d0d/revenue/images/billing/billing_docgen_pdf_1.png) ![PDF document page 2](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-revenue-264-0-0-production-enus/91ca99c6-d5c8-4986-b961-c6b7801e0d0d/revenue/images/billing/billing_docgen_pdf_2.png) ![PDF document page 3](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-revenue-264-0-0-production-enus/91ca99c6-d5c8-4986-b961-c6b7801e0d0d/revenue/images/billing/billing_docgen_pdf_3.png) ![PDF document page 4](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-revenue-264-0-0-production-enus/91ca99c6-d5c8-4986-b961-c6b7801e0d0d/revenue/images/billing/billing_docgen_pdf_4.png) #### See Also - [Manage a Document Generation Batch Process](https://help.salesforce.com/s/articleView?id=ind.doc_gen_manage_a_document_generation_batch_process.htm&language=en_US) - [View Document Generation Batch Process Status](https://help.salesforce.com/s/articleView?id=ind.doc_gen_view_document_generation_batch_process_status.htm&language=en_US)