---
title: Create Transaction
slug: payments/create-transaction
description: Learn how to use Breadwinner in Salesforce to easily create payment methods and transactions from accounts or contacts. This comprehensive guide walks you through the steps of connecting to a payment processor, importing historical data, updating page lay
docTags: 
createdAt: 2023-01-19T05:55:47.000Z
---

Breadwinner can create Payment Methods and Transactions/Payments from an Account or Contact.

# Getting Started

1. Connect to your payment processor
2. Once connected, Breadwinner will bring all historical data (Customers, Payment Methods, Payments, and more depending on your Breadwinner Billing plan) into Salesforce
3.  [Match your payment processor Contacts and Accounts](docId\:JRIUTgw26rgOLY6h3cuZp) to those already in Salesforce
4.  [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.
5. 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.



![](https://api.archbee.com/api/optimize/amOMwpmEgToJSqhaSTxXr/Qv57f0IIPm0RQ6N03NMGs_create-new-transaction.png "Create New Transaction Button")

### 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

![](https://api.archbee.com/api/optimize/amOMwpmEgToJSqhaSTxXr/u-bxJ3Y35w9yojgExJ4Tv_select-customer.png "            Customer Selection")

### 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.



![](https://api.archbee.com/api/optimize/amOMwpmEgToJSqhaSTxXr/VSMZ81O36WLFyXOssdOd4_select-pm.png "          Payment Method Selection")

### Create a Transaction

After confirming the payment method, you'll be redirected to the "Charge Customer" section:

![](https://api.archbee.com/api/optimize/amOMwpmEgToJSqhaSTxXr/VcJ06ognfdbFK5ECtqEpD_charge-customer.png "                Charge Customer")

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.

![](https://api.archbee.com/api/optimize/amOMwpmEgToJSqhaSTxXr/IYvwl6C_RZsmDNxXNCYE7_charge-ppage.png "              Transaction Details Page")