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指派發票文件範本至帳單設定檔
設定用於產生帳戶特定發票文件的自訂發票文件範本。

使用較常見的搜尋字詞。
選取較少篩選條件以擴大您的搜尋。
設定用於產生帳戶特定發票文件的自訂發票文件範本。
| 適用於:Lightning Experience |
| 提供版本:具有 Revenue Cloud Billing 授權的 Enterprise、Performance、Unlimited 及 Developer Edition。請連絡您的 Salesforce 帳戶主管以取得詳細資訊。 |
| 所需的使用者權限 | |
|---|---|
| 若要建立與指派發票文件範本: | 「帳單管理員」權限集或「帳單作業使用者」權限集 與 「DocGen 使用者」權限集 和 DocGen Designer 權限集 |
若要為發票 PDF 文件指派帳戶特定範本,請確保您的「帳單」管理員開啟「帳單的文件產生」。

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