---
schema_version: "1"
id: ad50f9f5f3dd2a1fbc3ca4265b3c9979ae51764d33f9156b448df6201dcb6976
title: Generate a Single Invoice PDF Document with 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_omniscript.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.billing_invoice_document_generation_single_omniscript.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7217c679e21e72b083f08c13ce43b2d48dcb31c6d43515f9849140f2cda68588
description: Generate a PDF document for an invoice by using Omniscript.
products:
  - Revenue Cloud
release: "264"
---
# Generate a Single Invoice PDF Document with Omniscript

Generate a PDF document for an invoice by using Omniscript.

### 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="d122302e75">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d122302e75 ">To configure Omniscript on the Invoice record page:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d122302e75 ">Customize Application</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d122302e75 ">To use Omniscript:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d122302e75 ">Omnistudio User permission set</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d122302e75 ">To generate a PDF document from the Invoice record page:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d122302e75 ">
              <p>Billing Admin permission set</p>
              <p>OR</p>
              <p style="margin-bottom:0;">Billing Operations User permission
                set</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d122302e75 ">To generate invoice PDF documents:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d122302e75 ">DocGen User permission set</td>

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

To generate a PDF document for an invoice, configure Omniscript on your Invoice record page, and then generate a PDF document from the Invoice record page.

## Configure Omniscript on Invoice Record Page

1. Open the invoice record that you want to generate a PDF document for.
2. From Setup, go to Edit Page.
3. In the components search bar, enter Omniscript.
4. Drag the Omniscript component onto one of the tabs of the Invoice record page layout.
    
    You can also create a tab to configure Omniscript on the Invoice record.
    
    ![Omniscript configuration on the invoice record page](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_omniscript.png)

## Generate a PDF Document from Invoice Record Page

1. Open the invoice record that you want to generate a PDF document for.
2. Go to the tab where you added the Omniscript component.
3. Enter the invoice record ID.
4. Select a template type, and then click **Next**.
    
    ![Specify record Id and template type](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_omniscript_1.png)
5. Select a template, and then click **Next**.
    
    ![Select a template](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_omniscript_2.png)
6. Select **Server Side Document Generation** as the document generation type.
7. Select **Microsoft Word or Microsoft PowerPoint & PDF** as the output file format.
8. Select the font source.
9. Enter a document title, and then click **Next**.
    
    ![Set document generation options](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_omniscript_3.png)
    
    An invoice document is generated.
10. Download the generated invoice document.
    
    ![Generate Document](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_omniscript_4.png)