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            Manage Billing Documents and Delivery

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            3. Digital Insurance

            Manage Billing Documents and Delivery

            Turn on the generation and email delivery of invoice documents. Manage the document template and email template that are used to generate and email invoice documents.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Insurance Brokerage is enabled

            Before turning on Document Generation for Billing, turn on Design Document Templates and server-side document generation.

             
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            Salesforce Help | Article