Best Salesforce Integration for Managing Invoices and Payments

The best Salesforce integration for managing invoices and payments depends on where your invoices live. If you invoice and collect through Stripe or Square, use a payments integration such as Breadwinner Payments. If invoices live in QuickBooks, Xero, or NetSuite, connect that system to Salesforce. If you run Salesforce Billing, add a payment extension to it. Picking by where the invoice is created is what keeps sales and finance looking at the same numbers.

Here is how the main options line up.

Quick comparison

Where invoices are created	Integration	What your team can do in Salesforce	Best for
Stripe or Square	Breadwinner Payments	Create and send invoices, create subscriptions (Stripe and Square), charge customers, see payment history on the account	Teams that invoice and collect through a payment processor
QuickBooks Online	Breadwinner for QuickBooks	Generate QuickBooks invoices from accounts, opportunities, orders, or custom objects; track overdue, due, and paid invoices	Teams whose finance runs in QuickBooks
Xero	Breadwinner for Xero	Generate Xero invoices from Salesforce records; invoices created in Salesforce appear in Xero	Teams whose finance runs in Xero
NetSuite	Breadwinner for NetSuite	See outstanding NetSuite invoices and payment status on Salesforce records	Teams whose finance runs in NetSuite
Salesforce Billing	Stripe’s Salesforce Billing Extension	Take card and ACH payments with Stripe on invoices generated from Salesforce Billing	Teams already invoicing from Salesforce Billing
Anywhere, via your own workflows	iPaaS or custom Apex	Whatever you build	Teams with an integration platform or developers

1. Invoices in Stripe or Square: Breadwinner Payments

If your invoices are created in Stripe or Square, Breadwinner Payments lets your team create them from Salesforce, with an eligible plan. For Stripe, click Create Invoice on the customer record, optionally pre-fill line items from an opportunity’s products, add a coupon and a payment due date, and send. Breadwinner pushes the invoice to Stripe in real time and syncs it back to Salesforce, where it appears on the invoice record.

For Square, the invoice wizard uses Square items and supports either emailing the invoice or charging an existing payment method when the due date is today. See the Square invoice documentation.

A few details worth knowing before you choose:

• Invoice creation works with Stripe and Square, not Braintree. Confirm that your plan includes invoice creation.
• Subscription creation works with Stripe and Square. For Square subscriptions, click Refresh Subscription to sync related invoices.
• Stripe invoices are sent by email with a payment due date.
• Salesforce products that are not matched to Stripe products are skipped.
• Payment history, subscriptions, and invoices appear on the Account or Contact once you match the processor customer to the Salesforce record.

Consider something else if: your invoices are created in an accounting system rather than a payment processor.

2. Invoices in your accounting system: Breadwinner for QuickBooks, Xero, or NetSuite

If finance invoices from QuickBooks Online, Xero, or NetSuite, the better move is to connect that system to Salesforce rather than add a second invoicing tool. Breadwinner for QuickBooks and Breadwinner for Xero let reps generate invoices from accounts, opportunities, orders, or custom objects and watch overdue, due, and paid status without opening the accounting system. Breadwinner for NetSuite brings NetSuite financial data onto Salesforce records.

To see the processor payment next to the accounting invoice, run Breadwinner Payments alongside the app for your accounting system. For month-end, see how Breadwinner simplifies reconciliation.

3. Invoices in Salesforce Billing: Stripe’s extension

If your company generates invoices with Salesforce Billing, Stripe’s documentation describes a Salesforce Billing Extension that lets your sales team process card and ACH payments with Stripe on those invoices. It extends the Stripe app for Salesforce Platform, so it is a fit for teams already committed to Salesforce Billing and comfortable building on Flow Builder and Apex.

4. Integration platforms and custom builds

An iPaaS or custom Apex build can sync invoices and payments in whatever shape you design. You own the mappings, scheduling, error handling, and maintenance, and features such as creating an invoice from a Salesforce record are things you build. This suits teams that already run an integration platform or have long-term developer capacity. For the Stripe side of that trade-off, see the best Stripe Salesforce integrations compared.

What to look for

When you compare tools, these are the questions that matter for invoices and payments:

• Where are invoices created today? Connect that system instead of adding another.
• Can your team create invoices and charges from Salesforce records? Check the specific action for your processor, because support can differ.
• Does the tool keep card data out of Salesforce? Breadwinner stores payment-method records and processor references in Salesforce, while raw card numbers, CVVs, and bank account details stay with the processor.
• Can you report on it? Look for payment and invoice data stored as Salesforce objects so it works in your reports and dashboards.
• Who maintains it? A vendor-owned app is lower maintenance than a build.

See it on your own data

Book a Breadwinner demo to see invoice creation and payment history in a Salesforce sandbox connected to Stripe test mode, or read about the native Salesforce Stripe integration.

Frequently asked questions

What is the best Salesforce integration for managing invoices and payments? It depends on where your invoices live. If you invoice and collect through Stripe or Square, Breadwinner Payments creates and tracks those invoices and payments from Salesforce. If your invoices live in QuickBooks, Xero, or NetSuite, the matching Breadwinner app syncs them with Salesforce. If you already run Salesforce Billing, Stripe’s Salesforce Billing Extension adds card and ACH payments to those invoices.

Can I create invoices in Salesforce and send them to Stripe? Yes, with a plan that includes invoice creation and the appropriate permissions. Confirm invoice eligibility with our team. With Breadwinner Payments you click Create Invoice on the customer record, optionally pre-fill line items from an opportunity’s products, add a coupon and a payment due date, and send. Breadwinner pushes the invoice to Stripe in real time and syncs it back to Salesforce. Invoice creation works with Stripe and Square but not Braintree.

Can I create accounting invoices from Salesforce? Yes. Breadwinner for QuickBooks and Breadwinner for Xero let your team generate invoices from accounts, opportunities, orders, or custom objects in Salesforce and monitor overdue, due, and paid invoices without leaving Salesforce.

How do I see payment status next to invoices in Salesforce? Match each customer in your payment processor to a Salesforce Account or Contact, and run Breadwinner Payments alongside the Breadwinner app for your accounting system. Match both integrations to the same Salesforce Account to see the processor payment and accounting invoice together. This provides visibility for manual comparison; it does not automatically apply the Stripe payment to the accounting invoice.

Do I need an invoicing app, or can I use my accounting system? If your finance team already invoices from an accounting system, connect that system to Salesforce rather than adding a second invoicing tool. A separate invoicing app makes sense when invoices are created in Salesforce and finance does not need them in an accounting system or payment processor first.

Is it secure to manage payments from Salesforce? It can be, if card data stays with the processor. Breadwinner stores payment-method records and processor references in Salesforce, while raw card numbers, CVVs, and bank account details stay with the processor. Breadwinner is SOC 2 Type II audited.