Send emails with invoice information along with invoice PDF documents to your customers.
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 |
- From Setup, in the Quick Find box, enter Billing, and then select Billing Settings.
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Turn on Configure Email Delivery Settings.
The Default Invoice Email Template email template is preselected as the default template for generating the email body.
For Salesforce orgs that are created in Winter ’26, after your Billing Admin enables Configure Email Delivery Settings, Default Invoice Email Template is preselected as the default email template.
For Salesforce orgs that are created before Winter ’26 and have Configure Email Delivery Settings already enabled, to view the preselected Default Invoice Email Template email template, your Billing admin must complete the one-time task of turning off Configure Email Delivery Settings and turning it on again.
After your billing admin turns on the configure email delivery settings feature, your billing admin or billing operations users can define invoice email delivery configuration and preferences and email invoice information along with invoice PDF documents to your customers.