---
schema_version: "1"
id: 3a5e3a0cccd406be54374bf3ab1de71081ac82132d6ccae17a27e63f80943fca
title: Default Document Template to Generate Invoice Preview PDF Documents
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/billing_invoice_preview_default_template.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.billing_invoice_preview_default_template.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 30265f808ad3953a4a86ea19d1ef5ab8073ae71a290ca4669d9b475da0f8bb78
description: After your Billing admin turns on Document Generation for Billing, immediately generate PDF documents for invoice previews by using the default document template that's preselected.
products:
  - Revenue Cloud
release: "264"
---
# Default Document Template to Generate Invoice Preview PDF Documents

After your Billing admin turns on Document Generation for Billing, immediately generate PDF documents for invoice previews by using the default document template that's preselected.

### 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>

![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 When creating a custom document template, use only the data tokens from the default invoice preview template to prevent missing data.

The field values of the Default Invoice Preview Template document template are derived from:

- The Invoice Date, Bill To Contact, Due Date, Total Amount, Total Tax, and Total with Tax fields of the Invoice object.
- The Billing Address and Shipping Address fields of the Account object.
- The Product, Quantity field, Unit Price, Tax Amount, and Line Amount fields of the Invoice Line object.
- The start and end dates of the invoice line, which determine the billing period.

#### See Also

- [Turn On PDF Document Generation for Billing](https://help.salesforce.com/s/articleView?id=ind.billing_setup_document_generation.htm&release=264.0.0&type=5 "Before Billing can create PDF documents for invoices, invoice previews, account statements, and other custom documents, enable server-side and batch document generation, then turn on Document Generation in Billing Settings. Batch document generation is required to generate invoice PDF documents from an invoice batch run.")