Guided Wizard
Create Invoice
Create Invoice - Square
2min
enter invoice details you will now be asked to enter the invoice details billing method to charge the customer immediately, you can choose an existing payment method and set the due date to the current day you can also choose the email invoice option to email an invoice, the selected customer must have a valid email this will trigger the square processor to email the invoice to the customer pricing you can add only regular products (termed as items in square) as line items if you are creating an invoice from opportunity and want to pre populate any bwp products as line items you can map opportunity product pricebook entry with the respective bwp product price you want to pre populate any products not matched will be left off the invoice salesforce products that have not been matched will be skipped add product click this to add additional products as line items after confirming the invoice details, click the create and send invoice or create and charge button to create the invoice in the square processor breadwinner will push the invoice into your square processor in real time, then automatically sync it back to salesforce after creating the invoice you can review the newly created invoice