Guided Wizard
Create Invoice

Create Invoice - Square

2min

Enter Invoice Details

You will now be asked to enter the Invoice details.

  1. 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.
  2. 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
Create Invoice
Create Invoice


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.

Invoice Record Page
Invoice Record Page




Updated 16 Jun 2023
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