Guided Wizard
Breadwinner can create Invoices and Xero Customers from an Opportunity, Order, or Account. The Guided Wizard is perfect for companies or users that want to preview the information they are about to send to Xero, without having to copy and paste.
The Guided Wizard can be described as 'near-automation'; you can create an Invoice in just three clicks while reviewing the information.
If you want pure automation, please consider using Flows or writing Apex to create Invoices.
To get started, first make sure you have installed Breadwinner for Xero in your Salesforce Org, and have finished all the steps in the setup tab: connected Breadwinner to Xero, finished the account matching, and updated your page layouts.
Once you have updated your page layouts, go to any Opportunity and look for a New Invoice button.
This will start the Guided Wizard. The first step is to confirm how you want to create the Invoice Line Items, and confirm (or create) the Xero Contact.
As for the Line Items, please confirm whether you want to pull the Opportunity Products from the Opportunity, or whether you want to enter the Line Items manually.
(When creating from an Account, or from an Opportunity with no Opportunity Products, the only option is to enter the Line Items manually.)
At this stage, you may
- confirm one of the Xero Customers that are associated with the Salesforce Account
- create a new Xero Customer
- modify the billing address or billing details of an existing Xero Customer
You can also confirm whether you want to pull the Opportunity Products from the Opportunity, or whether you want to enter the Line Items manually. (When creating from an Account, or from an Opportunity with no Opportunity Products, the only option is to enter the Line Items manually.)
This is the last page for the Invoice creation process. We call it the pre-invoice page, where you can see the Invoice and Line Item details. You can add or change the Invoice details here. You can also add the Line Items to this Invoice by selecting the "Add more lines" link.
After confirming the Invoice details, click the "Create Invoice" button to create the Invoice in Xero. Breadwinner will push the new Invoice into Xero in real-time, then automatically sync it back to Salesforce. Note: creation buttons will be disabled when you are in Breadwinner Read-Only mode
On the detail page of every Invoice Record in Salesforce, you will find the "Download Invoice as PDF" button. This will produce the Xero-generated PDF of the Invoice, which you can save to your computer and email. As Xero generates this PDF, it will look the same as if you had generated it within Xero. Save the PDF to your computer, and from there, you can attach this Invoice PDF to an email.
You can send the Invoice PDF directly from Salesforce. You will find the "Send Invoice PDF as Email" button on the Invoice detail page.
When you click on that button, you will be redirected to the page to select one of the Contacts (related to Account of Invoice). With Breadwinner for Business, you can add other emails in the CC and BCC fields.
