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Generate an Account Statement
Use the Generate Account Statement quick action on an account to produce a PDF statement without leaving the page.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Revenue Cloud Billing license. Contact your Salesforce account executive for more information. |
| User Permissions Needed | |
|---|---|
| To generate statement of account: | Billing Admin permission set Or Billing Operations User permission set |
Account statements use a document template to define the layout of the generated PDF. You can select a custom template created by using Document Generation. If you don’t select a template, the system uses the template defined on the billing profile or the org default template.
- From the App Launcher, find and select Accounts.
- Open the account record that you want to generate the statement for.
- Click Generate Account Statement.
- Verify the primary account that you’re generating the statement for.
- Select the related accounts to include in the statement.
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Select the billing transactions to include by transaction type.
By default, all invoices, credit memos, debit memos, payments, and refunds are selected.
- Select a document template.
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Select the start date.
The statement reflects the current outstanding balance and can’t calculate the balance for a past end date. Therefore, the end date defaults to today and can’t be changed.
- Select how to sort the transactions, and select the sorting order.
- Generate the statement.
The system generates the statement asynchronously. When processing completes, the PDF is saved in the Files related list on the account.
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