---
schema_version: "1"
id: e9d919305b0731986a9c8641d0ff64aa449988f5b220c8fd6f0f66d44a9ef493
title: Generate Invoices for Accounts or Orders
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/billing_invoice_generation_for_accounts_orders.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.billing_invoice_generation_for_accounts_orders.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 17f62e3c16fb780f25b8d8714bfa6ff4d475b32040bf54670b2932b20f5e495a
description: 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.
products:
  - Revenue Cloud
release: "264"
---
# Generate Invoices for Accounts or Orders

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.

### 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>

<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="d109441e61">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d109441e61 ">To generate invoices for accounts or orders:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d109441e61 ">
              <p>Billing Operations User permission set</p>
              <p>OR</p>
              <p style="margin-bottom:0;">Billing Customer Service User
                permission set</p>
            </td>
          </tr>
        </tbody>
      </table>

The Generate Invoices quick action is available by default on the Account object's page layout. To generate invoices for orders, [add the quick action to the Order object's page layout](https://help.salesforce.com/s/articleView?id=platform.layouts_customize_ple.htm&language=en_US).

1. From the App Launcher, find and select **Accounts** or **Orders**.
2. Open the Account or Order record that you want to generate an invoice for.
3. From the quick actions menu, click **Generate Invoices**.
4. Select a target date.
    
    Invoices are generated for all the related billing schedules that have the next billing date before the target date, and also have the status as Ready for Invoicing.
5. Select the date that you want to show on the invoice.
6. Select whether you want to generate draft invoices or posted invoices.
7. Click **Generate**.

A [Create Invoices By Using Billing Schedules API](https://developer.salesforce.com/docs/atlas.en-us.revenue_lifecycle_management_dev_guide.meta/revenue_lifecycle_management_dev_guide/connect_resources_create_invoices_from_billing_schedules.htm) request is created. After the request is processed, users are notified of the response.

Invoices generated for accounts appear in the Invoices related list of the Account records. Invoices generated for orders appear in the All Invoices related list of the Order records.

The All Invoices related list on the Order record page is available from Spring ’26. For the Salesforce orgs created in or upgraded to Spring ’26, perform a one-time task of [adding the All Invoices related list](https://help.salesforce.com/s/articleView?id=service.workforce_engagement_add_related_list.htm&language=en_US) on the Order page layout.

Invoices aren’t generated for any related billing schedules that are suspended for billing. If multiple billing schedules are processed at a time for generating invoices and any of them are suspended for billing, invoices aren’t generated for any of those billing schedules. When invoices aren't generated for billing schedules because they’re invalid or suspended for billing, Revenue Transaction Error Log records are created. These records appear in the Revenue Transaction Error Logs related list of the Account or Order record.

#### See Also

- [Define Invoice Grouping on a Billing Schedule](https://help.salesforce.com/s/articleView?id=ind.billing_schedule_invoice_grouping.htm&release=264.0.0&type=5 "Generate grouped or split invoices by configuring default, custom, or billing schedule group types on billing schedules.")
- [Suspend and Resume Billing](https://help.salesforce.com/s/articleView?id=ind.billing_suspend_and_resume_overview.htm&release=264.0.0&type=5 "Pause invoicing temporarily for an account or billing schedule group without canceling its billing schedules. Suspensions defer charges but don’t waive them.")
- [Manage Suspend and Resume Billing](https://help.salesforce.com/s/articleView?id=ind.billing_suspend_and_resume.htm&release=264.0.0&type=5 "Suspend billing from an account or billing schedule group, then update the resumption date or cancel the suspension.")
- [Understand Billing Suspensions and Target Date](https://help.salesforce.com/s/articleView?id=ind.billing_understand_billing_suspensions_and_target_date.htm&release=264.0.0&type=5 "Learn how Billing evaluates suspensions when invoice runs and the Invoice Creation API use a target date or billing period count.")