使用 Omniscript 產生發票的 PDF 文件。
| 適用於：Lightning Experience |
| 提供版本:具有 Revenue Cloud Billing 授權的 Enterprise、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 | |
|---|---|
| 若要在「發票」記錄頁面上設定 Omniscript: | 自訂應用程式 |
| 若要使用 Omniscript: | Omnistudio 使用者權限集 |
| 若要從「發票」記錄頁面產生 PDF 文件: | 「帳單管理員」權限集 或 「帳單作業使用者」權限集 |
| 若要產生發票 PDF 文件: | 「DocGen 使用者」權限集 |
若要產生發票的 PDF 文件,請在「發票」記錄頁面上設定 Omniscript,然後從「發票」記錄頁面產生 PDF 文件。
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