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 your cloud accounting systems such as NetSuite, Xero, or QuickBooks. And they will be created in your Salesforce 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 teams see the same data without having to email back and forth or wait for someone to perform the tedious task of double data entry.
Watch the brief demo video on how to create an invoice from within Salesforce.