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            Revenue | Get Invoice Document PDF

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            Revenue | Get Invoice Document PDF

            The Get Invoice Document PDF agent action retrieves the most recent posted invoice for an account and provides access to its associated document. Users can view or download the latest invoice PDF when it's available.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud Advanced and Revenue Cloud Billing with the Agentforce Employee Agent add-on. It also requires the Flex Credits Metering add-on and the Usage Management add-on.
            User Permissions Needed  
            To execute actions in Employee agents: See Manage Employee Agent Access
            To run flows: Run Flows

            Action Details

            API Name GetInvoiceDocumentPDF
            Reference Action Type Flow
            Reference Action Get Invoice Document PDF
            Does this action execute one or more prompt templates? No
            Required Setup

            Set Up Agentforce for Revenue Cloud

            Set Up Billing Employee Assistance

            Input

            • Account Context – The account the user wants the latest invoice for.

            Output

            • Latest Invoice Record – The most recent posted invoice.
            • Invoice Document Link – Downloadable link to the invoice PDF, when available.
            • Is Successful – Boolean flag that indicates whether retrieval was successful.
            • Error Message – String with error details if the action fails.

            Guidelines and Considerations

            • A PDF is generated only if the invoice document exists and document generation is enabled.
            • The action supports direct requests such as “Show me my latest invoice” or “Download my most recent bill.”
             
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