Invoice Configuration

Invoice Buttons Visibility

By default "Create Invoice in QuickBooks" will be displayed on the pre-invoice page when you do not select any of these checkboxes.

Create Invoice in QuickBooks button will be used for creating Invoice in Quickbooks.

Create and Email Invoice via QuickBooks button will create an Invoice and send that Invoice as email to the mail address which you have mentioned on the pre-invoice page.

Due Date Population

You can populate the Due Date based on the following preference.

1. The particular date of the following month
2. Number of days after the Invoice date
3. Number of days after the end of the Invoice month
4. The particular date of the current month

QuickBooks Item Settings

Default Revenue Accounting Code will be set while creating a new Item from a new Invoice Page.

You can check the "Display Liabilities and Expenses" and "Display Assets", to show them on the "Default QuickBooks Accounting code (Revenue Code)" picklist.



Invoice fields from Opportunity

This section is used to map Invoice default fields (other than Line Item fields) with the fields from Opportunity while creating an Invoice.

If you wish to map data on an object other than the Opportunity, please create a formula field on the Opportunity to pull in the data.

Invoice Custom Transaction Number will be useful when you want to assign your own custom transaction number or blank Invoice number while creating an Invoice. The Invoice Custom Transaction Number must be first enabled in QuickBooks, at Account and Settings > Sales > Sales Form Content.



Shipping Fields

You can map the Shipping fields from Opportunity fields. Shipping fields must be first enabled in QuickBooks.



Invoice Line Item Fields from Opportunity Product

Invoice Line Item Fields are populated from the Opportunity line item object. This only affects invoices created from Opportunities.

All mapped fields must be on the Opportunity Product. If you wish to map data on an object other than the Opportunity Product, please create a formula field on the Opportunity Product to pull in the data.



Invoice line item from Opportunity Fields

This section will be useful, when you want to populate one invoice line item from opportunity then you can use this section. It is applicable to only one invoice line item. you can specify the position of that invoice line item is either at first line or last when compared with line items from Opportunity Product.



Invoice Mapping to Opportunity

Invoice Mapping is only used if your Invoices are created directly in QuickBooks, but not via Breadwinner, and you want those invoices matched back to a specific Opportunity. This is a common situation if your Finance Team creates the Invoices directly in QuickBooks, or an API / Third-Party Integration or a repeating Invoice needs subsequent Invoices matched to an Opportunity. At the time Breadwinner first discovers the Invoice (but not upon later edits) Breadwinner will try to match a QuickBooks Custom Field with an Opportunity Custom Field, as specified below.



Invoice Fields From Order

This section is used to map Invoice default fields (other than Line Item fields) with the fields from Order while creating an Invoice.

If you wish to map data on an object other than the Order, please create a formula field on the Order to pull in the data.



Partial Invoice

Partial Invoices are created from only some of the Opportunity Products - those that are checked. Create a custom checkbox field (formula or regular checkbox) on the Opportunity Product. Only checked Opportunity Products will be passed to the Invoice.