> ## Documentation Index
> Fetch the complete documentation index at: https://docs.fusioncore.us/llms.txt
> Use this file to discover all available pages before exploring further.

# Where to Find Your Financial Documents

> Open a branded Quote, Invoice, Summary, Receipt, Refund, or Installment PDF from an Order or Financial Event record.

## Overview

Financial documents are branded PDFs that staff generate straight from a record — no Word or export step. You open them with **View Document** and **View Summary Document** buttons that sit on **Order** and **Financial Event** records.

An *Order* is a Salesforce record representing a sale. A *Financial Event* (`FCORE_PAY__Financial_Event__c`) is a record representing a single payment, refund, or installment tied to that sale.

Which PDF opens depends on the record:

| Button                    | On record                     | Opens                |
| ------------------------- | ----------------------------- | -------------------- |
| **View Document**         | Order with **Type** `Quote`   | Quote document       |
| **View Document**         | Order with **Type** `Invoice` | Invoice document     |
| **View Summary Document** | Order                         | Summary document     |
| **View Document**         | Payment Financial Event       | Receipt document     |
| **View Document**         | Refund Financial Event        | Refund document      |
| **View Document**         | Installment Financial Event   | Installment document |

Each document opens in a **new browser tab**. To change which fields print or re-skin a template, see [Configuring Financial Documents](/end-user-guides/accounting/financial-documents/configuring-financial-documents).

## Prerequisites

* An administrator must add the **View Document** and **View Summary Document** buttons to your Order and Financial Event record pages. They do not appear automatically.
* You need both the `FS_Financial_Documents_View_Document_Actions` and `FS_Financial_Documents_VF_Pages` permission sets. The first lets the button run; the second lets the PDF page render. With only the first, the button runs but the PDF fails with an access error.
* The document opens via a pop-up. Allow pop-ups for your Salesforce site if the tab does not open.

## Viewing Your Quotes and Invoices

<Steps>
  <Step title="Open the Order">
    Open the Order record for the sale.
  </Step>

  <Step title="Click View Document">
    Click **View Document**. The Quote opens on a Quote Order, and the Invoice opens on an Invoice Order, in a separate browser tab.
  </Step>
</Steps>

<Frame caption="image-20251210-195456.png">
  <img src="https://mintcdn.com/fusionspan/dgaf-BkijdfqhSNr/images/end-user-guides/4857593940/image-20251210-195456.png?fit=max&auto=format&n=dgaf-BkijdfqhSNr&q=85&s=b5249eda18d9492096341fe7c216ec57" alt="An Order record with the View Document button" width="1885" height="711" data-path="images/end-user-guides/4857593940/image-20251210-195456.png" />
</Frame>

## Viewing Your Summary Document

<Steps>
  <Step title="Open the Order">
    Open the Order record.
  </Step>

  <Step title="Click View Summary Document">
    Click **View Summary Document**. The Summary document opens in a new browser tab.
  </Step>
</Steps>

<Frame caption="image-20251210-195737.png">
  <img src="https://mintcdn.com/fusionspan/dgaf-BkijdfqhSNr/images/end-user-guides/4857593940/image-20251210-195737.png?fit=max&auto=format&n=dgaf-BkijdfqhSNr&q=85&s=5e7412c6661bb126ba0613a2214f9859" alt="An Order record with the View Summary Document button" width="1880" height="715" data-path="images/end-user-guides/4857593940/image-20251210-195737.png" />
</Frame>

## Viewing Your Receipts, Refunds, and Installments

<Steps>
  <Step title="Open the Financial Event">
    Open the Payment, Refund, or Installment Financial Event record.
  </Step>

  <Step title="Click View Document">
    Click **View Document**. A Payment opens the Receipt document, a Refund opens the Refund document, and an Installment opens the Installment document, in a new browser tab.
  </Step>
</Steps>

<Frame caption="image-20251210-200346.png">
  <img src="https://mintcdn.com/fusionspan/dgaf-BkijdfqhSNr/images/end-user-guides/4857593940/image-20251210-200346.png?fit=max&auto=format&n=dgaf-BkijdfqhSNr&q=85&s=3f3e136f21ffc3494ce4dc109652d40c" alt="A Financial Event record with the View Document button" width="1877" height="716" data-path="images/end-user-guides/4857593940/image-20251210-200346.png" />
</Frame>

## Limitations and Common Pitfalls

* **Order type must be Quote or Invoice.** **View Document** and **View Summary Document** only work when the Order's **Type** (`FCORE_PAY__Type__c`) is `Quote` or `Invoice`. Any other type returns "Order Type must be Quote or Invoice".
* **The Order needs products.** An Order with no order items returns "No products associated with this order. Financial documents are not available."
* **A new or unsynced Order has no UUID.** The button reads the Order's `FCORE_PAY__Order_UUID__c`, which Commerce automation sets. If it is blank, the button returns "Order UUID cannot be blank". Let the Order finish syncing before generating a document.
* **Payment and Refund documents require a Succeeded status.** A Payment or Refund Financial Event whose **Status** (`FCORE_PAY__Status__c`) is not `Succeeded` returns "Financial Event is not approved". Installment events skip this check.
* **Only Payment, Refund, and Installment events are supported.** Other Financial Event types (for example `Void` or `Adjustment`) return "Only Payment and Refund Financial Events are supported".
* **Pop-up blockers can suppress the tab.** The document opens in a new tab; allow pop-ups for your Salesforce site.
* **Some currencies print as an ISO code, not a symbol.** When a currency has no symbol available, the document prints the three-letter ISO code (for example `INR`) instead. It never prints blank or "null".