Customizing the Xero Invoice


Customization options depend on which edition of Breadwinner you are on:



Note: Because the Invoice record is replicated from Xero, rather than created in Salesforce first, it's not possible to use Workflow, Process Builder, or Apex Triggers to accomplish pre-populating the fields.


Video overview:



Breadwinner Basic



You can pre-populate two fields on the Invoice:

  • Invoice Date
  • Due Date

The Invoice Date is today's date, and the Due Date is set based on the Invoice Date, which you can set in the Invoice Configuration section of the Breadwinner tab.


Additionally, you can set the default Account Revenue Code for all invoices.


 

Breadwinner Professional



You can populate all of the Invoice level fields from custom fields on the Opportunity:

  • Invoice Date
  • Due Date
  • Invoice Reference
  • Branding Theme


Note: For Branding Theme, a perfect match text is required.

 

Breadwinner Business



You can populate all of the Invoice level fields from custom fields on the Opportunity:

  • Invoice Date
  • Due Date
  • Invoice Reference
  • Branding Theme


You can also populate the Invoice Line Items from custom fields on the Opportunity Product:

  • formula fields-you can reference the Opportunity, or the Product, or the Salesforce Account
  • lookup fields
  • text fields


This gives you the option to write complex business rules and have them populate your Invoice line items.


This also populates Tracking Categories, but those must be first created and set in Xero.


A perfect text match is required for all matching. This includes Tax Codes, which are not just "2%" but instead are "Sales Tax ( 2.00% )" or similar.


We have a video on how to make Formula fields in Salesforce that are passed to Xero Account Revenue Codes, but this also applies to any information you want on the Xero Line Item. 



Breadwinner Enterprise 


With the Enterprise Edition of Breadwinner, you can populate anything on our Invoice page with virtually any object, object field, or child object/child object field.


You can use an entirely custom object and a custom child object, or a standard object and a custom child object, or a standard object and custom fields on that object. You can even have fields on the single record populate multiple line items on the Invoice.


Enterprise Edition features can be enabled as part of your free trial, contact us to enable them.