Yes, in two ways:
Send an email directly from Salesforce
Available on Breadwinner Professional & Up
watch the full process in the video below
- Click the button “Send Invoice PDF as Email” on the Invoice detail page (1)
- Select your desired recipient- other contacts can be added in Cc & Bcc
- You can use the Salesforce Email Template to auto-populate your message or fill manually
- After sending, Breadwinner will mark the invoice as sent on the Invoice detail page
Downloading the Invoice and sending it by email
- Click the button "Download Invoice as PDF" on the Invoice detail page (2)
- Save the generated PDF to your computer, and attached to an email as normal
Note: As this PDF is generated by Xero, it looks exactly the same as if you had generated it within Xero.