Populating fields on the Xero Invoice

customizing the xero invoice customization options depend on which edition of breadwinner you are on basic https //app archbee com/docs/dqqdqopvwc5wirndtycuz/e2wcpi76zm35f 8rbkucm#xidzi professional https //app archbee com/docs/dqqdqopvwc5wirndtycuz/e2wcpi76zm35f 8rbkucm#degdr business https //app archbee com/docs/dqqdqopvwc5wirndtycuz/e2wcpi76zm35f 8rbkucm#1nrxx enterprise https //app archbee com/docs/dqqdqopvwc5wirndtycuz/e2wcpi76zm35f 8rbkucm#aiyqz note because the invoice record is replicated from xero, rather than created in salesforce first, it's not possible to use workflow, process builder, or apex triggers to accomplish pre populating the fields video overview breadwinner basic you can pre populate two fields on the invoice invoice date due date the invoice date is today's date, and the due date is set based on the invoice date, which you can set in the invoice configuration section of the breadwinner tab additionally, you can set the default account revenue code for all invoices breadwinner professional you can populate all of the invoice level fields from custom fields on the opportunity invoice date due date invoice reference branding theme note for branding theme, a perfect match text is required breadwinner business you can populate all of the invoice level fields from custom fields on the opportunity invoice date due date invoice reference branding theme you can also populate the invoice line items from custom fields on the opportunity product formula fields — you can reference the opportunity, or the product, or the salesforce account lookup fields text fields this gives you the option to write complex business rules and have them populate your invoice line items this also populates tracking categories, but those must be first created and set in xero a perfect text match is required for all matching this includes tax codes, which are not just "2%" but instead are "sales tax ( 2 00% )" or similar we have a video on how to make formula fields in salesforce that are passed to xero account revenue codes https //breadwinner wistia com/medias/e0d72ntnoj , but this also applies to any information you want on the xero line item breadwinner enterprise with the enterprise edition of breadwinner, you can populate anything on our invoice page with virtually any object, object field, or child object/child object field you can use an entirely custom object and a custom child object, or a standard object and a custom child object, or a standard object and custom fields on that object you can even have fields on the single record populate multiple line items on the invoice enterprise edition features can be enabled as part of your free trial, contact us https //help xero breadwinner com/support/tickets/new to enable them