Create Customer

breadwinner allows customer creation for all of the supported processors getting started connect to your payment processor once connected, breadwinner will bring all historical data (customers, payment methods, payments, and more depending on your breadwinner billing plan) into salesforce customer match docid\ jriutgw26rgoly6h3cuzp to those already in salesforce update page layouts docid\ czi8rkkib3xquygl259eq to see the breadwinner objects related lists on account/contact and opportunity this can be done only after you have started the matching process mentioned above enable active mode on the breadwinner payments setup page you can also map fields in customers configuration from the setup tab to prepopulate the field values from an account/contact while creating the customer along with processor standard fields, you can also choose values to be prepopulated for the custom fields docid\ zp5dozn pb03dkq2tot98 currently, only stripe supports custom fields on the customer creating the customer select an account/contact where you want to create the transaction you will find the new button on the transaction (breadwinner payments) related list there clicking that will start the customer guided wizard you can also create a new customer while creating a transaction, subscription or invoice (please see the related documentation for more information) below is an example from a salesforce account record clicking on the new button will redirect you to the create customer screen enter customer details if you have done the field mapping in the customers configuration, the customer details will be prepopulated based on the mapping if not, default mapping(account name, phone, and billing address fields) will be applied while creating a customer, you can observe below mentioned points when more than one processor is connected, you'll see the list of processors connected to choose from if the customer match type is account, you can see the list of contacts related to account, and you can choose a contact from the list to map to the customer name and email or ignore the contacts and enter the details manually if the customer match type is contact, the customer details will be mapped to the contact details you'll be able to see the account/contact details on the left side if there are any custom fields created on the customer object, custom fields section will be displayed on the right side, you can confirm or change the details of the customer after confirming the customer details, click the create customer button to create the customer in the payment processor breadwinner will push the customer into your payment processor in real time, then automatically sync it back to salesforce after creating the customer you can review the newly created customer details