---
schema_version: "1"
id: 4bdd8367894e6aa0af948e7f75383d69ca2d4457c6b63246731b2c693d1ce38b
title: Generate Invoice Previews for Orders and Accounts
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/billing_invoice_preview_create.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.billing_invoice_preview_create.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4ac6c7dc5792a6cc405846d7631f8016638ca48816372608e551c0dcaafcbc11
description: Preview invoices for the next two billing periods of orders and accounts. Generate and download PDF documents of the invoice previews.
products:
  - Revenue Cloud
release: "264"
---
# Generate Invoice Previews for Orders and Accounts

Preview invoices for the next two billing periods of orders and accounts. Generate and download PDF documents of the invoice previews.

### 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>
          <col>
        </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="d129938e75">User
              Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d129938e75 ">To generate invoice previews:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d129938e75 ">
              <p>You must have one of these permission sets: </p>
              <ul>
                <li>Billing Admin</li>

                <li>Billing Operations User</li>

                <li>Billing Customer Service</li>

              </ul>
            </td>

          </tr>

          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d129938e75 ">To generate invoice preview PDF documents:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d129938e75 ">
              <p>DocGen User permission set</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Omnistudio User permission set</p>
            </td>

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

For the personas and permission sets for Omnistudio Document Generation, see [Personas and Permission Set Licenses for Omnistudio Document Generation](https://help.salesforce.com/s/articleView?id=ind.doc_gen_permission_set_licenses_for_omnistudio_docgen.htm&language=en_US).

The Preview Invoices quick action is available by default on both the Order page layout and the Account page layout.

1. Open the Account or Order record that you want to generate an invoice preview for.
2. From the quick actions menu, click **Preview Invoices**.
3. Select a preview date.
    
    The default preview date is the current date and the default number of billing periods is 1. The preview date is the target date for generating an invoice preview for the first billing period. If you select 2 as the number of billing periods, the target date for generating an invoice preview for the second billing period is calculated by adding the transaction's shortest billing frequency to the previous invoice preview's target date.
    
    For example, if you select March 3, 2025 as the preview date and the number of billing periods as 2, and the shortest billing frequency is monthly, invoice previews are generated for March 3, 2025 and April 3, 2025.
4. Select up to two as the number of billing periods.
5. Click **Preview**.
6. To generate a PDF for the invoice preview, click **Generate PDF**.
    
    The generated PDF appears in the Notes & Attachments related list.
7. Open the PDF that you want to download and click **Download**.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-revenue-264-0-0-production-enus/91ca99c6-d5c8-4986-b961-c6b7801e0d0d/images/icon_note.png)

Note Preview Invoices quick action is available out-of-the-box for draft and activate orders, accounts, and [billing schedule groups](https://help.salesforce.com/s/articleView?id=ind.billing_invoice_preview_billing_schedule_groups.htm&type=5&language=en_US). To preview invoices for quotes, see [Generate Invoice Previews with the Invoice Preview API](https://help.salesforce.com/s/articleView?id=ind.billing_invoice_preview_procedure_plan_create.htm&type=5&language=en_US).