Invoices for Salesforce
The best way to generate Invoices for Salesforce is to use Breadwinner to create them. By using Breadwinner, your invoices will be created in Salesforce and and your cloud accounting system (either Xero or QuickBooks Online). And they will be created in your CRM and accounting system at the exact same time, with no double-data or waiting for someone else to re-type. And Breadwinner will keep them synced so Salesforce always shows live invoice data at the Account and Invoice level.
By viewing an Account’s record in Salesforce, you’ll get aggregate totals and customized charts and graphs on that Account’s Receivables status, as well as that Account’s lifetime billing. This is shown to all of your Salesforce users, without having to pay an expensive user-license for each user; because Breadwinner pricing is based on your Invoice volume and includes unlimited Salesforce users.
Sales and Finance see the same data without having to email PDF’s back and forth or wait for someone to double-enter data.
Take a look at the demo videos available to see how Breadwinner can help you! Please note, you must have Xero or QuickBooks Online to use Breadwinner.