How do I create invoices in Salesforce with Stripe?
Open the customer record in Salesforce and click Create Invoice. Breadwinner can pre-fill line items from an opportunity's products, you add any coupon and a payment due date, and Create and Send Invoice pushes the invoice to Stripe in real time and syncs it back to Salesforce.
- Stripe invoices are sent by email with a payment due date, so the customer needs a valid email address.
- Salesforce products that are not matched to Stripe products are skipped, and you can add other products by hand.
- Invoice creation works with Stripe and Square. Braintree does not support it.
- Invoice creation requires a Breadwinner plan with billing features enabled. Confirm invoice eligibility with our team before choosing a plan.