---
schema_version: "1"
id: c00a05b7e9fad173414ea746a113f843a463830116b474f26b233e7bf075c657
title: Generate a Single Invoice PDF Document by Using Flow, Apex, and Omniscript
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_single.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.billing_invoice_document_generation_single.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f13dd0ec15f33de89dad87460bfe24a1e9af2e7bc127a5cae31c47b57b115313
description: 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.
products:
  - Revenue Cloud
release: "264"
---
# 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.

### 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="d158716e73">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d158716e73 ">To create and generate invoice PDF documents:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d158716e73 ">
              <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 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](https://help.salesforce.com/s/articleView?id=ind.billing_invoice_document_generation_process_record.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=ind.billing_invoice_document_generation_single_omniscript.htm&release=264.0.0&type=5)**  
    Generate a PDF document for an invoice by using Omniscript.