Salesforce Docs Portal

Turn On PDF Document Generation for Billing

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.

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.
User Permissions Needed
To enable Billing features: Billing Admin permission set
To enable Document Generation Settings and to create, view, or edit document templates: DocGen Designer permission set
To generate PDF documents:

DocGen User permission set

AND

Omnistudio User permission set

Before turning on Document Generation for Billing, turn on Design Document Templates.

For the personas and permission sets for Omnistudio Document Generation, see Personas and Permission Set Licenses for Omnistudio Document Generation.

  1. From Setup, in the Quick Find box, enter document generation, and then select Document Generation Settings.
  2. Click the arrow corresponding to the document generation setting, and then select Edit.
    If your org doesn’t have a Document Generation Setting record, create one. See Enable Server-Side Document Generation Setting for the Omnistudio Package. Then edit the record and continue with these steps.
  3. Turn on Enable Server-Side Document Generation and Enable Batch Document Generation.
    Enable Batch Document Generation is required to generate invoice PDF documents from an invoice batch run.
  4. Click Continue.
  5. From Setup, in the Quick Find box, enter Billing, and then select Billing Settings.
  6. Turn on Document Generation.

    The Default Invoice Template, Default Invoice Preview Template, and Default Account Statement Template document templates are preselected as the default templates for generating invoice PDF documents, invoice preview PDF documents, and account statements.

After you turn on document generation, you or your Billing Operations users can generate invoice PDF documents, generate invoice previews, and account statements.

You can clone and customize the Default Invoice Template, Default Invoice Preview Template, Default Account Statement Template, or Sample Invoice Template document templates, or create your own document templates, and then select the custom document templates as the default ones.

Important
Important

When your Salesforce org upgrades to Summer ’25 or a later release, to view the preselected Default Invoice Preview Template document template, your Billing admin must complete the one-time task of turning off Document Generation for Billing and turning it on again.

See Also