Setting up Document Printing

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

Company

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

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.

  1. Click Salesforce's Documents tab.
  2. Select the Documents folder that you want to upload the logo to. The folder you use must be accessible to all users who will be printing billing documents.
  3. Click New Document.
  4. Complete the fields in the Enter Details section and select the Externally Available Image checkbox.
  5. Upload your image file as described in "Uploading and Replacing Documents" in the Salesforce Help. If the image file is on an external server, you must register the site as a trusted remote site. For more information, see "Configuring Remote Site Settings" in the Salesforce Help.
  6. When the image has uploaded on the Document Detail page, right-click it 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.

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 FinancialForce Billing Central Settings. For information about creating Visualforce pages, see the Salesforce Help.