Create Transaction

breadwinner can create payment methods and transactions/payments from an account or contact getting started connect to your payment processor once connected, breadwinner will bring all historical data (customers, payment methods, payments, and more depending on your breadwinner billing plan) into salesforce customer match docid\ jriutgw26rgoly6h3cuzp to those already in salesforce 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 enable active mode on the breadwinner payments setup page creating the transaction select an account/contact where you want to create the transaction there you will find the new button on the transaction (breadwinner payments) related list clicking that will start the transaction guided wizard you can also create a new transaction from the breadwinner customer record by clicking the charge this customer button below is an example from a salesforce account record confirm or create a new customer the first step in the guided wizard is to confirm or create the customer you may select an existing customer associated with the related account/contact or create a new customer using the "create a breadwinner payments customer" option confirm or create new a payment method after deciding on the customer, you need to confirm the payment method to be charged breadwinner allows you to add both cards and bank accounts to the customer (just like your payment processor!) at this stage, you may choose an existing payment methods of the customer create a new payment method note breadwinner doesn’t locally store any payment method data instead it is done through a window rendered directly from the payment processor which captures the data create a transaction after confirming the payment method, you'll be redirected to the "charge customer" section after confirming the payment details, click the charge card button to create the payment in the payment processor breadwinner will push the transaction into your payment processor in real time, then automatically sync it back to salesforce after creating the transaction you can then review the newly created transaction