Breadwinner can create records (customers, payments, subscriptions, and more) from inside Salesforce that get pushed to your payment processor. The Guided Wizard is perfect for companies or users that want to preview the information before they send it to the payment processor.

The Guided Wizard can be described as 'near-automation'; you can create these records in a few clicks while reviewing the information. If you want pure automation, you can use our Global API in conjunction with Salesforce Flows or Apex triggers.

Update Page Layouts

Guided Wizard

Create Customer

Breadwinner Payments Docs

App Installation

Connect to Stripe

Connect to Braintree

Connect to Square

Connect to Payment Processor

Customer Match

Getting Started

Create Transaction

Create Subscription - Stripe

Create Subscription - Square

Create Subscription

Create Invoice - Stripe

Create Invoice - Square

Create Invoice

Transaction Level Fields

Button URL Structure

Button URL Generator

Custom Guided Wizard

Braintree

Square

Stripe

Auto-match Payment Transactions with Customers

Custom Fields

Additional Configuration

API Overview

Customer

Transaction

Invoice

Subscription

Request

Response

Global API

Requirements

ERD / Object Structure

ID Locations

Technical Resources

Getting Help

Guided Wizard

Introduction