Custom Guided Wizard
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Button URL Structure
Transaction Level Fields

Invoices

8min

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


Reference

Xero has a single Reference field on the Invoice

Button URL


Custom Invoice Number

You can also set the Invoice Number.

Button URL


Branding Theme

You can also set the Branding Theme.

Button URL


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


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