Guided Wizard Settings will help you to prepopulate values from Opportunity, Opportunity Product, Order, and Order Product on the Breadwinner create transaction pages.

Based on the Invoice configuration settings, Breadwinner displays the details on the "Invoice Creation" page for the Guided Wizard and Custom Guided Wizard.

You have to enable the Bill sync to create a Bill from the Guided and Custom Guided Wizard. Breadwinner will display the details based on the Bill configuration on the "Bill Creation Page".

You must enable the Purchase Order sync to create a Purchase Order from the Guided and Custom Guided Wizard. Breadwinner will display the details based on the Purchase Order configuration on the "Purchase Order Creation" page.

Learn how Guided Wizard Settings in Breadwinner can enhance your transaction pages by prepopulating values from different data sources. Discover how the Invoice, Bill, and Purchase Order configurations enable you to create and display specific details on 

Invoice Configuration

Bill Configuration

Purchase Order Configuration

Guided Wizard Settings

Guided Wizard

Docs - Breadwinner Xero

Breadwinner for Xero Docs

Getting Started

Transaction Level Fields

Line Item Level Fields

Summary

Button URL Structure

Button URL Generator

Support

Custom Guided Wizard

API Overview 

Contact

Invoice

Bill

Purchase Order

Payment

Online Invoice

Get PDF Response

Item

Request

Response

Invoice Flow

Xero Contact Flow

Code Examples

Global API

Batch Invoicing

Advanced Topics

Breadwinner Setup

Requirements

ERD / Object Structure

Technical Resources

Getting Help

Version History