Currently, Breadwinner only allows Invoice creation for Stripe and Square processors.

Note: You will need to be on a Professional or Higher Plan to get payment processor Billing data and create an Invoice.

You can also run the Product Match from the Setup, where you can map your processor Products with Salesforce Products.

You can create a new invoice from the Breadwinner customer record by clicking the Create Invoice button.

You can also go to any object that has the Invoice related list. There you will find the New button. Clicking that will start the Invoice Guided Wizard. Below is an example from an opportunity record.



The first step is choosing to create a Blank Invoice or pre-populate Invoice with Opportunity products(It is active only when the Opportunity products are matched with the respective processor's products).

The second step in the Guided wizard is to confirm or create the Customer.

If you match your customers to Accounts, you can:

In the case of the Contact Match, there is no option to create a new customer.



If you are selecting an existing customer, click on the Next button to proceed to Create Invoice page; else, check the Create New Customer radio button and click Next to move to the customer creation page.

Note:

After populating all the customer fields click the Create Customer and Continue button to proceed to Create Invoice page. This will create a new Customer, and those details will be used to create a New Invoice.

The Create Invoice page has its own layout for Stripe and Square processors. Click on the respective processor for further guidance.