Guided Wizard
Create Invoice

Create Invoice - Stripe

2min
enter invoice details you will now be asked to enter the invoice details 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 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 coupon you can select any coupon that has synced from your processor 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