After you have initiated the Customer match you will see a link to Update the Page Layouts back on the initial Setup page.

If you chose to match by Account, you will see the link "Update Account Page Layouts". If you chose the Contact match, you will see the link "Update Contact Page Layouts"

Clicking on the link will update the respective object layouts with Breadwinner Payments Tabs

Learn how to update your customer page layouts with Breadwinner Payments Tabs with a step-by-step guide. Whether you match by account or contact, this document provides instructions on accessing the link and implementing the necessary changes.

Customer Match

Update Page Layouts

Create Customer

Create Transaction

Create Subscription - Stripe

Create Subscription - Square

Create Subscription

Create Invoice - Stripe

Create Invoice - Square

Create Invoice

Guided Wizard

Breadwinner Payments Docs

App Installation

Connect to Stripe

Connect to Braintree

Connect to Square

Connect to Payment Processor

Getting Started

Transaction

Invoice

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

Subscription

Customer Portal Session URL

Checkout URL

Request

Response

Global API

Requirements

ERD / Object Structure

ID Locations

Technical Resources

Getting Help