--- schema_version: "1" id: 1c307f8ff3ed0288320150973675512c373cfc6aa40d25526a9aebd0aa84f951 title: Define Invoice Email Delivery Configuration and Preferences collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/billing_invoices_email_prerequisites.md canonical_url: https://help.salesforce.com/s/articleView?id=ind.billing_invoices_email_prerequisites.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 72d55550f737b9f5c10aa028ab741810aa4335a8fab3b9ca7b6cbb3f58a2f34b description: Before you send invoices to your customers through email, your Billing admin and Billing Operations user must complete certain tasks. products: - Revenue Cloud release: "264" --- # Define Invoice Email Delivery Configuration and Preferences Before you send invoices to your customers through email, your Billing admin and Billing Operations user must complete certain tasks. ### Required Editions
Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions with the Revenue Cloud Billing license. Contact your Salesforce account executive for more information.
## Configure Email Delivery of Invoices Before you send invoice emails, your Billing Admin must configure these settings in your Salesforce org. 1. If you want to send invoice emails from Invoice records, turn on Document Generation for Billing. See [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."). If you want to send invoice emails from Invoice Batch Run records, turning on Document Generation for Billing is optional. 2. Turn on Configure Email Delivery Settings and select a default email template. Optionally, create custom email templates and select one as the default template instead. See [Turn On Email Delivery of Invoices](https://help.salesforce.com/s/articleView?id=ind.billing_setup_email_delivery.htm&language=en_US&type=5), [Invoice Email Prerequisites](https://help.salesforce.com/s/articleView?id=ind.billing_invoices_email_prerequisites.htm&type=5&language=en_US), and [Create Email Templates](https://help.salesforce.com/s/articleView?id=sales.email_create_a_template.htm&type=5&language=en_US). 3. Define the email preferences on Legal Entity records. See [Create Legal Entities in Revenue Management](https://help.salesforce.com/s/articleView?id=ind.billing_create_legal_entities.htm&release=264.0.0&type=5 "Create legal entities to manage the billing and tax information for order products."). 4. Enable Customer User for a Bill to Contact record to provide access to Experience Cloud sites. See [Create Experience Cloud Site Users](https://help.salesforce.com/s/articleView?id=platform.networks_create_external_users.htm&language=en_US). A [maximum of 5000 emails](https://help.salesforce.com/s/articleView?id=sales.allocations_email_general.htm&language=en_US) can be sent to the email address on Bill to Contact records daily. To send emails beyond the daily limit, [enable customer user](https://help.salesforce.com/s/articleView?id=platform.networks_create_external_users.htm&language=en_US) for the Bill to Contact record. Emails sent to customer community users are not counted against the 5000 daily email limit. The system first checks for a customer community user before considering the email address on the Bill to Contact record. 5. Enable Email Tracking to track emails in activity timeline. See [Enable Email Tracking for All Customers Opening Email from Your Company](https://help.salesforce.com/s/articleView?id=sales.email_enable_email_tracking.htm&language=en_US). ## Define Invoice Email Delivery Preferences Before you send invoice emails, your Billing Operations user must define these values. 1. Define the email preferences on Billing Account records. See [Create Billing Profiles](https://help.salesforce.com/s/articleView?id=ind.billing_billing_profiles_create.htm&release=264.0.0&type=5 "Cater to your customers' billing preferences and business needs by creating billing profiles for their accounts. Define multiple billing profiles for an account to manage diverse billing needs, each with its own billing details, payment terms, and contacts. Set a default billing profile for accounts to easily access your customers' preferred billing day of the month, billing address, billing contact, and other details. With billing profiles, sales representatives no longer need to enter this information for each transaction, saving time and effort."). 2. Specify the email address on Bill To Contact records of invoices. See [Contact Fields](https://help.salesforce.com/s/articleView?id=sales.contacts_fields.htm&language=en_US). 3. If yours customers choose to not receive emails, edit the Contact record to opt out of receiving emails. See [Opting Out of Email](https://help.salesforce.com/s/articleView?id=sales.emailadmin_opting_out_parent.htm&language=en_US). Only the contacts that have self-service access to the Experience Cloud site can opt themselves out of receiving emails. After you define these values, send invoice emails from [Invoice records](https://help.salesforce.com/s/articleView?id=ind.billing_invoice_document_email.htm&release=264.0.0&type=5 "After invoice PDF documents are generated, send them to your customers through an email.") or [Invoice Batch Run records](https://help.salesforce.com/s/articleView?id=ind.billing_invc_document_delivery_for_invc_btch_runs.htm&release=264.0.0&type=5 "After an invoice batch run completes and the invoice PDF documents are generated for the posted invoices of the invoice batch run, send invoice emails in bulk to your customers who opted for invoice delivery through email. Attach invoice PDF documents to the emails based on the selected preferences.").