---
schema_version: "1"
id: df33023fa4f0adabac46817e32ea4c94d6995e8446ae3cbd1bf5867fe3415448
title: Generate Invoices in Revenue Management
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/billing_invoice_generation.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.billing_invoice_generation.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f9e78eec76acc34ae6dd58197856818ed54da75ea2851baadb6c21d474868ccf
description: Schedule invoice runs to generate invoices from billing schedules or generate invoices directly from accounts or orders. Create standalone invoices or import invoices from an external system.
products:
  - Revenue Cloud
release: "264"
---
# Generate Invoices in Revenue Management

Schedule invoice runs to generate invoices from billing schedules or generate invoices directly from accounts or orders. Create standalone invoices or import invoices from an external system.

### 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 Advanced license or the Revenue Cloud Billing license</a></td></tr></tbody></table>

- **[Invoice Data Model in Revenue Management](https://help.salesforce.com/s/articleView?id=ind.billing_data_model_invoice.htm&release=264.0.0&type=5)**  
    The Invoice data model depicts the objects and their relationships to configure billing criteria, billing periods, and payment due dates for generating billing schedules and invoices aligned with your sales models. This data model also depicts integrating with saved payment methods to store customer payment methods, sequence policies to configure automated sequential numbering for your invoices, and email templates to send emails for invoices.
- **[Automated Invoice Generation with Invoice Batch Runs](https://help.salesforce.com/s/articleView?id=ind.billing_automate_invoice_generation.htm&release=264.0.0&type=5)**  
    Schedule invoice batch runs to automate invoice generation. These runs use Data Processing Engine to generate invoices.
- **[Generate Invoices for Accounts or Orders](https://help.salesforce.com/s/articleView?id=ind.billing_invoice_generation_for_accounts_orders.htm&release=264.0.0&type=5)**  
    Generate all the pending invoices of your customers in one go and on-demand. You can also generate consolidated invoices on-demand based on the invoice group type of the related billing schedules.
- **[Create Standalone Invoices or Import External Invoices](https://help.salesforce.com/s/articleView?id=ind.billing_invoice_creation.htm&release=264.0.0&type=5)**  
    Use the Invoice Ingestion API to create standalone invoices by providing the required details to import invoices from an external system. You can also use the API to generate invoices from debit memos.
- **[Manage Invoices by Using APIs or Flow Actions](https://help.salesforce.com/s/articleView?id=ind.billing_invoices_apis_and_actions.htm&release=264.0.0&type=5)**  
    Use APIs or Flow actions to generate and update invoices, recover the latest generated invoices for billing schedules, void posted invoices, and send emails with posted invoices.
- **[Generated Invoice Details](https://help.salesforce.com/s/articleView?id=ind.billing_invoice_scheduler_amended_bundle_schedule_groups.htm&release=264.0.0&type=5)**  
    View the relationship between invoice lines in invoice line bundles generated for billing schedule group bundles. For amended billing schedules, eliminate manual calculations by automatically generating consolidated invoices. The amounts on invoice lines that are generated for amended, canceled, and renewed assets are matched to the corresponding billing schedule amounts, ensuring accuracy. The invoice lines generated for usage resources contain the consumed quantity and the applied overage charges. The invoice lines generated for orders with quantities in decimals inherit the same quantity and unit of measure.
- **[Invoice Aging](https://help.salesforce.com/s/articleView?id=ind.billing_invoice_aging_overview.htm&release=264.0.0&type=5)**  
    Group open invoices by how long they’ve been outstanding, and add an aging summary to Account and Order pages.
- **[Void Invoices](https://help.salesforce.com/s/articleView?id=ind.billing_invoices_void.htm&release=264.0.0&type=5)**  
    Simplify invoice corrections by voiding posted invoices directly from the Invoice record.
- **[Delete Invoices](https://help.salesforce.com/s/articleView?id=ind.billing_invoice_delete.htm&release=264.0.0&type=5)**  
    Delete invoices in Agentforce Revenue Management to correct billing errors, remove duplicate invoices, or clean up invoice drafts.
- **[Review Split Invoices Before Posting, Voiding, or Deleting](https://help.salesforce.com/s/articleView?id=ind.billing_review_split_invoices.htm&release=264.0.0&type=5)**  
    Before you post, void, or delete an invoice from a billing arrangement, review the related split invoices on the Split Invoices tab. Each card shows status, account, total with tax, settlement status, bill-to contact, billing profile, and invoice date.
- **[Invoice Line Summary on Invoice Records](https://help.salesforce.com/s/articleView?id=ind.billing_invoice_line_summary.htm&release=264.0.0&type=5)**  
    See invoice lines grouped by product, including usage resources that belong to the same usage product. Invoice Line Summary rolls related lines into one hierarchy, so you can understand and explain one-time, recurring, usage, overage, and milestone charges without scanning the invoice line by line.