Choose the default invoice document template, add your company logo, and assign a
template to a billing profile. The same template resolution applies to batch and individual
invoice document generation.
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.
Default Document Template to Generate Invoice PDF Documents After your Billing admin turns on Document Generation for Billing, immediately generate bulk PDF documents for invoices by using the default document template that's preselected.
Customise Invoice PDF Template with Your Company Logo Add your company logo to invoice PDF documents by uploading the logo file to your Salesforce org. Generated invoice PDFs show the logo at the top of the document.
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