---
title: Create Invoice
slug: payments/create-invoice
description: Learn how to use Breadwinner Payments to easily create invoices in Salesforce. This comprehensive document provides step-by-step instructions on installing Breadwinner Payments, connecting to supported payment processors (Stripe and Square), and updating 
docTags: 
createdAt: 2023-03-17T11:53:48.000Z
---

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.*

1. Install Breadwinner Payments in your Salesforce Org
2. Connect to your payment processor
3. Once connected, Breadwinner will bring all historical data (Customers, Payment Methods, Payments, Coupons, Products, Prices, Subscriptions, and Invoices) into Salesforce
4.  [Match your payment processor Contacts and Accounts](docId\:JRIUTgw26rgOLY6h3cuZp) to those already in Salesforce
5.  [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.
6. 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.

![](https://api.archbee.com/api/optimize/amOMwpmEgToJSqhaSTxXr/EXfLDWdwymPawkz8DAxP7_dd4d6612-3daf-4f34-a5d1-d0419bdb1318.png "Breadwinner Customer")

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.



![](https://api.archbee.com/api/optimize/amOMwpmEgToJSqhaSTxXr/tKp1i3O9FL9pdOl5D0b21_2e542336-3c07-4a86-9e93-d44737e4eb17.png "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).

![](https://api.archbee.com/api/optimize/amOMwpmEgToJSqhaSTxXr/e_A1LPMsIlSmAFcdUu23N_a72b287c-14c8-4c5f-8fce-c517c5f97c0c1105c.jpeg "Select Invoice Items")

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.



![](https://api.archbee.com/api/optimize/amOMwpmEgToJSqhaSTxXr/G0lnma0mAC-rj1i_DMMFL_ce358400-b87f-4fdc-a982-dbab598bc97b1105c.jpeg "Select customer")

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 [Stripe](docId\:Y7D6Ta5rintX_vA8r6401) and [Square](docId\:gm2xmQhmTT37Hpbe3EtHa) processors. Click on the respective processor for further guidance.