---
schema_version: "1"
id: a343db842f308a4681e704546270f2d9c73fe03a97a377c79247b445391c82a6
title: Preview Invoices
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/billing_invoice_previews.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.billing_invoice_previews.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3837f690c38146b2e6868358c7d54e529373a6137e683bcd47d8ef7ab6175baf
description: Preview invoices for the next two billing periods of orders, quotes, accounts, or billing schedule groups to verify order products, discounts, amendments, cancellations, and tax calculations.
products:
  - Revenue Cloud
release: "264"
---
# Preview Invoices

Preview invoices for the next two billing periods of orders, quotes, accounts, or billing schedule groups to verify order products, discounts, amendments, cancellations, and tax calculations.

### 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>

- **[Default Document Template to Generate Invoice Preview PDF Documents](https://help.salesforce.com/s/articleView?id=ind.billing_invoice_preview_default_template.htm&release=264.0.0&type=5)**  
    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.
- **[Generate Invoice Previews and Preview PDF Documents](https://help.salesforce.com/s/articleView?id=ind.billing_preview_invoice.htm&release=264.0.0&type=5)**  
    Generate invoice previews without generating an actual invoice and then generate PDF documents for the invoice previews. Share the PDF documents with your customers to reduce billing disputes.
- **[Generate Invoice Previews with the Invoice Preview API](https://help.salesforce.com/s/articleView?id=ind.billing_invoice_preview_procedure_plan_create.htm&release=264.0.0&type=5)**  
    To generate preview invoices by using the Invoice Preview API, create and activate a custom procedure plan definition for the object that you want to preview invoices for. The Invoice Preview API uses the procedure plan to generate invoice previews. A custom procedure plan creation isn't required to use the Invoice Preview API for orders, accounts, and billing schedule groups.
- **[Example: Preview Invoices for an Order](https://help.salesforce.com/s/articleView?id=ind.billing_invoice_preview_example.htm&release=264.0.0&type=5)**  
    This example shows how Billing generates preview invoices when an order includes products with different billing frequencies.