Guided Wizard
Create Invoice

Create Invoice - Stripe

2min

Enter Invoice Details

You will now be asked to enter the Invoice details.

  1. Billing Method
    • Currently, Breadwinner only supports the Email Invoice option with a Payment Due Date. To email an Invoice, the selected Customer must have a valid email. This will trigger the payment processor to email the invoice to the customer.
  2. Pricing:
    • If you go through the Product matching process, which links Salesforce Products to the Breadwinner products. If any of those Salesforce products are added to the opportunity, if you are creating this from an opportunity, it will display in the list. 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
  3. Coupon
    • You can select any coupon that has synced from your processor



Create Invoice
Create Invoice


After confirming the Invoice details, click the Create and Send Invoice button to create the Invoice in your Stripe processor. Breadwinner will push the Invoice into your Stripe 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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