Setting up Document Printing

Before printing billing documents ensure that the tasks described in this section have been completed on your Salesforce Org Salesforce organization.

Company

Ensure that a company record exists for each company that you want to create billing documents for. In addition:

• Ensure that the company address information is up to date.
• Ensure that the Logo URL field contains the URL to the logo you want to use on invoices for that company. See Setting the Company Logo.
• If your company uses Avalara AvaTax, validate the company address. See Validating Addresses for Sales and Use Tax Calculation.

Setting the Company Logo

To set a company logo:

1. Click Salesforce's Files tab.
2. Click Upload Files.
3. Select the image you want to use as the company logo, then click Open.
4. When the upload is complete, click Done. The file is now listed on the Files tab.
5. Click on the row, and select View File Details.
6. On the Preview tab, right-click the image and copy its URL address.
7. Now open your company's detail page and paste the URL into the Logo URL field, then click Save.

Note:

The file must be accessible to all users who will be printing billing documents. For information about how to share the file, see the Salesforce Help.

Creating Custom Billing Document Templates

You can create your own Visualforce pages and use them for printing invoice and credit note billing documents. To specify your own template, enter the name of the Visualforce page you want to use in the Billing Document Credit Note Template and Billing Document Invoice Template fields in the Billing Central Settings custom setting. See Billing Central Settings. For information about creating Visualforce pages, see the Salesforce Help.