Invoices

while you only need two query strings on the url, you will most likely want to specify a few other invoice level fields, such as the invoice date, due date, etc date fields you can optionally populate the invoice date and/or the due date, using a date field (or a date/ time field, from which we will obtain the date) a formula field with a date or date/time field type will also work if you leave the invoice date blank, breadwinner will populate the invoice date with today’s date if you leave the due date blank, breadwinner will check to see if the corresponding customer record in your accounting system has invoice terms specified (this must be set in your accounting system, not in breadwinner) if the corresponding customer record does not have invoice terms specified, breadwinner will use the breadwinner wide default invoice terms as specified in the breadwinner tab under invoice configuration settings if those settings are also blank, then breadwinner will leave the due date blank button url \&invoice date=invoice date api field c \&due date=invoice date api field c reference xero has a single reference field on the invoice button url \&invoice reference=reference api field c custom invoice number you can also set the invoice number button url \&custom invoice number=custom field c branding theme you can also set the branding theme button url \&branding theme=branding api field c amounts are (tax treatment) you can also set the "amounts are" field please ensure that you pass the value in the mapped field according to the following format tax inclusive = inclusive tax exclusive = exclusive no tax = notax button url \&tax treatment=tax treatment field c summary of all fields available for a new invoice (excluding line items) the structure of a button url to create a new invoice is as below, with all possible fields shown button url /apex/bread winner newinvoicepage ?originating record={!salesforce record id} \&parent account=api field name c \&branding theme=branding api field c \&tax treatment=tax treatment field c \&invoice date=invoice date api field c \&due date=invoice date api field c \&invoice reference=reference api field c \&testing=true