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.
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 create and generate invoice PDF documents: |
Billing Admin permission set OR Billing Operations User permission set AND DocGen User permission set |
To generate a PDF document for an invoice, create a Document Generation Process record by configuring an Apex class, by creating a flow with the Create Records element, or by using the default Omniscript available on that Invoice record page.
- Create a Document Generation Process Record Using Flow or Apex
Create a Document Generation Process record by creating a Flow with a Create Records element or by configuring an Apex class. - Generate a Single Invoice PDF Document with Omniscript
Generate a PDF document for an invoice by using Omniscript.