How to Generate a Xero Invoice


To generate an Invoice from an Order or Custom Object please check out these articles:

-Invoice from an Order

-Invoice for a Custom Object

How to Generate a Xero Invoice from an Opportunity


1. Select the Opportunity  where you’d like to invoice from

2. Locate the invoice button on the right-hand side of your screen

3. Click the arrow, and click "new" to start generating an invoice

4. This is where the magic happens - the first page will look a little like this: 


You can create a blank invoice, but if you have products attached to your Opportunity we recommend selecting the "Pre-populate" option*.


This stage is where you can select to create a new Xero customer (which will take you to a page to confirm the client details, and then create the Xero customer live in your org). If you already have an existing Xero contact for this client, go ahead and click next as Breadwinner will have pre-matched this for you.


5. Review your invoice. Our visual force page allows you to have a view of what the invoice will look like 

6. Update any data, pricing, or other information here before pushing the draft invoice to Xero

7. Finally, click the create invoice button! Breadwinner will push the new invoice into Xero in real-time, then automatically sync it back to Salesforce, ready for approval and payment reconciliation (to be completed in Xero directly)


Click here to watch a short video to help guide you through 




Once I click to create the invoice, can I update it in Salesforce?

No, once the invoice is pushed into Xero, only a Xero user can edit the invoice (such as make it recurring) directly within Xero. Whatever changes happen, will be reflected in Salesforce.


Can I generate recurring invoices via Breadwinner?

Our subscription-based clients opt for generating the initial invoice via the Breadwinner guided automation. On the Xero side, it takes just a few clicks to make it recurring. Any future invoices will auto-sync back into Salesforce.


Will you sync my payments? 

Absolutely. Any payments that are reconciled against an invoice in Xero will be replicated in Salesforce against the invoice.


What happens if my sales team needs to chase an overdue invoice? Do they have to get this from finance?

No, we like to give finance a break. Given that you have included your sales team in having the correct permission sets, they can click to download any invoice PDF by going into it from within Salesforce.

*Please note, the auto-population of invoices from Opportunity Products is only available in Breadwinner Professional tier or above