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Generate a Single Invoice PDF Document with Omniscript
Generate a PDF document for an invoice by using Omniscript.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions with the Revenue Cloud Billing license. Contact your Salesforce account executive for more information. |
| User Permissions Needed | |
|---|---|
| To configure Omniscript on the Invoice record page: | Customize Application |
| To use Omniscript: | Omnistudio User permission set |
| To generate a PDF document from the Invoice record page: | Billing Admin permission set OR Billing Operations User permission set |
| To generate invoice PDF documents: | DocGen User permission set |
To generate a PDF document for an invoice, configure Omniscript on your Invoice record page, and then generate a PDF document from the Invoice record page.
Configure Omniscript on Invoice Record Page
- Open the invoice record that you want to generate a PDF document for.
- From Setup, go to Edit Page.
- In the components search bar, enter Omniscript.
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Drag the Omniscript component onto one of the tabs of the Invoice record page
layout.
You can also create a tab to configure Omniscript on the Invoice record.
Generate a PDF Document from Invoice Record Page
- Open the invoice record that you want to generate a PDF document for.
- Go to the tab where you added the Omniscript component.
- Enter the invoice record ID.
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Select a template type, and then click Next.
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Select a template, and then click Next.
- Select Server Side Document Generation as the document generation type.
- Select Microsoft Word or Microsoft PowerPoint & PDF as the output file format.
- Select the font source.
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Enter a document title, and then click Next.
An invoice document is generated. -
Download the generated invoice document.
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