Create Invoice

currently, breadwinner only allows invoice creation for stripe and square processors getting started note you will need to be on a professional or higher plan to get payment processor billing data and create an invoice install breadwinner payments in your salesforce org connect to your payment processor once connected, breadwinner will bring all historical data (customers, payment methods, payments, coupons, products, prices, subscriptions, and invoices) 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 run the product match from the setup, where you can map your processor products with salesforce products creating the invoice 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 select invoice items and customer 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 select an existing customer associated with the related account or create a new customer using the "create new customer" option in the case of the contact match , there is no option to create a new customer select an existing customer associated with the related contact if you are creating this from an opportunity, you need to create contact roles for the account related contacts any breadwinner customers that are matched to the contact roles (contacts) on the opportunity will be shown if you are creating the invoice directly from the contact, then any breadwinner customers linked to that contact will be shown 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 new customer details can be pre populated from a matched account or contact or entered manually the customer's last name and email are required to create a customer 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 create invoice page the create invoice page has its own layout for create invoice stripe docid\ y7d6ta5rintx va8r6401 and create invoice square docid\ gm2xmqhmtt37hpbe3etha processors click on the respective processor for further guidance