Yes, in two ways:

  1. Sending it directly from Salesforce
  2. Downloading the Invoice and sending it by email


 

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.