by Adam Crookes | Feb 21, 2024 | Resources, Agentforce
You’ve heard (and will continue to hear) a lot about how AI and LLMs will drastically change our working world. As a new set of tools helping companies mine for new value and efficiencies, senior leaders everywhere are pressured to adopt a growing array of AI...
by Stony Grunow | Jan 22, 2024 | Resources, Netsuite
So you want to integrate NetSuite and Salesforce … Great! That’s an excellent idea for all sorts of reasons. When you integrate your systems, you can pull data directly from Salesforce Opportunity records into NetSuite. And your Sales and Customer Success...
by Mike Honekamp | Oct 11, 2023 | QuickBooks, Resources
You might want to test Breadwinner with a QuickBooks Online Sandbox. This article will attempt to help. First, please be warned that creating and accessing a QuickBooks Online Sandbox isn’t intuitive. Many people struggle with this. If you experience difficulties...
by Timea Ait Lasri | Sep 21, 2023 | Payments
It happens all too frequently. Somehow, in Stripe, or Stripe Billing, you create an Invoice for a customer, but the Inbound ACH Payment Method has not been created! (This often happens if you have “Default Payment Method on File” but there is no payment method) If you...
by Mike Honekamp | Sep 21, 2023 | Resources, Netsuite
Backdate Stripe Billing IS Possible It’s just a bit complicated. If you ask Stripe if you can backdate the Subscriptions in Stripe Billing, they will tell you this isn’t possible. But with a few workarounds, you’ll be able to. Please try this yourself in your Stripe...
by Na Do | Sep 21, 2023 | Resources, Payments
It’s possible to refund a duplicate payment made by a customer in Stripe, but it requires knowing the secret URL! Recently a customer accidentally paid twice, and when we asked Stripe Support how to refund the duplicate payment, they directed us to a URL that isn’t...
by Adam Crookes | Sep 15, 2023 | Salesforce Integration
Salesforce’s Field Service Lightning is a game-changer for on-site customer service. But what about accepting payments in the field? Breawdinner Payments simplifies this by connecting Salesforce with Stripe payments, offering a practical solution for businesses. This...
by Stony Grunow | Sep 15, 2023 | Salesforce Integration
Breadwinner’s Salesforce-native integration with NetSuite has been specifically designed to work with Field Service Lightning. Work Anywhere Agents in the field can work on iPads and even smart phones. And reps back in the office get the full power of Salesforce on...
by Stony Grunow | Sep 14, 2023 | Salesforce Integration
Salesforce’s Field Service Lightning is a powerful tool to service your customers in the field. But what if you need to take payments from those customers in the field? Breawdinner Payments connects Salesforce to Square payments (and also connects FSL to Stripe and...
by Stony Grunow | Sep 9, 2023 | Integrations, Resources
Certinia is one of the leading PSA solutions, and best of all, it’s built on the Salesforce platform. This means you can leverage native Salesforce integrations, including Breadwinner, to increase cash flow and reduce FTEs by eliminating redundant labor. Certinia...
