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将发票文档模板分配到开单简档
配置自定义发票文档模板,用于生成特定于客户的发票文档。

使用更普遍的搜索词。
选择更少的筛选器,并扩大搜索范围。
配置自定义发票文档模板,用于生成特定于客户的发票文档。
| 适用于:Lightning Experience |
| 适用于:Enterprise、Performance、Unlimited和具有 Revenue Cloud Billing 许可证的 Developer Edition。联系您的 Salesforce 客户主管了解更多信息。 |
| 所需用户权限 | |
|---|---|
| 创建并分配发票文档模板: | 开单管理员权限集或开单操作用户权限集 和 DocGen 用户权限集 与 DocGen 设计者权限集 |
要为发票 PDF 文档分配特定于客户的模板,请确保您的开单管理员打开开单文档生成。

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