Manage Invoice Document Templates

Choose the default invoice document template, add your company logo, and assign a template to a billing profile. The same template resolution applies to batch and individual invoice document generation.

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.

Default Document Template to Generate Invoice PDF Documents
After your Billing admin turns on Document Generation for Billing, immediately generate bulk PDF documents for invoices by using the default document template that's preselected.
Customise Invoice PDF Template with Your Company Logo
Add your company logo to invoice PDF documents by uploading the logo file to your Salesforce org. Generated invoice PDFs show the logo at the top of the document.
Assign an Invoice Document Template to a Billing Profile
Give an account its own invoice PDF by assigning a document template to its billing profile. Billing uses that template for batch and individual invoice PDFs.