![]() The documentation we use for this is linked to here. Typically we will create the first 'Custom Button' which is used to start the guided Invoice Creation process. Typically, this is in our Enterprise edition, though if you are working with one of our established ISV Partners, or have a small number of Salesforce Users, please contact us for custom pricing. The same approach can also be used to create Bills or Purchase Orders. In all of the above scenarios, Breadwinner can and will create the Accounting System company if needed. Unusual, as this would require you to manually enter at least one Line Item, but possible. Create custom invoices to represent your business using a QuickBooks invoice template and personalise it with your company logos and colors. A Custom Object that becomes the Invoice. ![]() So, a single record could create the Invoice and unlimited Line Items. In this scenario, there are fields on the record itself that should become Line Items. Estimate, invoice, collect payments, and manage projects from anywere at any time. Nodes come with global operations and settings, as well as app. This could be a custom object or even an Opportunity. Create custom Invoice Ninja and QuickBooks Online workflows by choosing triggers and actions.
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