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Breadwinner for Xero

Configure your Page Layouts for Xero for Breadwinner
Please note, if you have Salesforce Enterprise edition or higher, or Salesforce Professional with the API enabled, Breadwinner will configure your page l...
Wed, 29 May, 2019 at 8:04 AM
Can I email an Invoice to Customers?
Yes, you can do it in two ways.  Sending it directly from Salesforce. Downloading the Invoice to your system and sending it through your native email ...
Thu, 10 Oct, 2019 at 7:43 AM
Testing Breadwinner with your Production Xero Data
This help article is for people who want to test Breadwinner for Xero and want to use production Xero org data, but don't want to make any changes o...
Wed, 9 Oct, 2019 at 9:53 AM
Can I create Repeating Invoices in Xero using Breadwinner?
Currently, this is only partially available, but full implementation of this is waiting on Xero to build this feature into their API. You can vote for th...
Wed, 29 May, 2019 at 8:08 AM
Populating fields on the Xero Invoice
Customising the Xero Invoice You can customize the Xero Invoice in various ways. This also depends on which edition of Breadwinner you are on, Basic, Profe...
Fri, 24 May, 2019 at 8:23 AM
Editing Xero Contacts from within Breadwinner / Salesforce
Creating and Editing Xero Contacts Breadwinner has always had the ability to create Xero Contacts from Salesforce Accounts. Now, you can also edit those Xe...
Thu, 10 Oct, 2019 at 8:38 AM
Moving Invoices and Xero Contacts to a different Salesforce Account
Background Breadwinner associates a Xero Contact with a Salesforce Account first, and then any Invoices under that Xero Contact are saved as also being und...
Fri, 4 Oct, 2019 at 7:32 AM
Order of Priority for Pre-Populating Default Values
Breadwinner follows a set of rules, or criteria, when determining what is pre-populated in the Invoice Creation stage and what is finally passed to Xero....
Wed, 9 Oct, 2019 at 9:54 AM
How Credit Notes work in Xero
Overview Breadwinner will bring in all Credit Notes to Salesforce automatically. Due to some security reasons, Breadwinner does not allow your Salesfor...
Wed, 9 Oct, 2019 at 9:24 AM
How to delete the Master Detail field on Breadwinner's Xero Contact Object
Background: In a recent release, Breadwinner changed the relationship type between the Xero Contact and the Salesforce Account. This was done to reduce the...
Fri, 24 May, 2019 at 8:52 AM