• Email Us

Daddy Donkey Labs, Inc-mobile-logo

Use Xero? Visit the Breadwinner for Xero Support Pages

Or, go to the main Breadwinner Website

Support Center

Can't find an answer?

Email Us
  1. Home
  2. Breadwinner - General
  3. Formatting Messages Displayed on Invoices - Adding new lines and spaces

Formatting Messages Displayed on Invoices - Adding new lines and spaces

Last Updated - Jan 12, 2018 05:16AM GMT

Breadwinner allows you to populate fields on the Invoice, Bill and Purchase Order from Opportunity fields and Opportunity Product fields (and even custom object fields).

For visual or stylistic reasons, you may want line breaks, or even whitespace to appear in these fields.

The instructions below are designed for QuickBooks Online's "Message Displayed on Invoice", but can equally apply to Xero's Line Description field, or Xero's PO Delivery Instructions, or any large text field.

Please note, Breadwinner Support does not provide personalized support for formula fields like this, though we are of course happy to provide this support article to help guide you. The best place to turn for support on custom formula fields is your Salesforce Consultant. Creating a formula field like this is something a Salesforce Consultant would be glad to help you with.

Configuring Message Displayed on Invoice using a formula

To Create a formula field on Opportunity, go to Setup | Customize | Opportunities | Fields (Salesforce Classic) or Setup | Platform Tools | Objects and Fields | Object Manager | Opportunity | Fields & Relationships (Salesforce Lightning)

Click New, to create a new custom field, and choose Data Type as Formula and click Next

Give the field a name, choose the Formula Return Type as Text and click Next. The name can be anything you want, but we recommend something obvious to all your users. You might even put QuickBooks Online at the beginning of the field name.



Add required fields to the Formula editor, like Opportunity Name



You can use Concatenate operator (&) to add additional text



You can add space in between, by specifying inside double quotations



You can insert new line, or break, by using the Formula BR()



Similarly, you can add additional text, if any.



And continue clicking Next and complete the field creation.

You can now go to Breadwinner tab, go to Invoice Configuration (Configuration | Invoice) and then to Opportunity to Invoice field mapping



After choosing the newly created formula field for Message Displayed on Invoice filed, click Save at the bottom.

Now, when you create an Invoice from Opportunity, the Message Displayed on Invoice will be populated with Opportunity formula in the Create Invoice Page.



Which then gets saved to Invoice.





 

Did you find this article helpful?

Yes I found this article helpful
No I did not find this article helpful

RELATED ARTICLES


What are the requirements for Breadwinner?

Connecting Salesforce Accounts to more than one Customer

Breadwinner Security and Permissions - Adding users to Breadwinner

Can I use Xero / QuickBooks Online Quotes?

Do not use validation rules on the Invoice

How Do I Run Reports on Breadwinner Invoices?

Impact of State and Country picklists on Breadwinner

Breadwinner syncs but does Not Create Credit Notes

Breadwinner can Create Invoices from Custom Objects

Non-Profit / Charity Pricing

Formatting Messages Displayed on Invoices - Adding new lines and spaces

Requesting a W-9 from Breadwinner Integrations

Email Support
   
© 2016 Daddy Donkey Labs Inc. Privacy
en
results found
Do These help?
d8014172c610382a7b73a54e59d3574e@daddydonkeylabs.desk-mail.com
https://cdn.desk.com/
false
desk
Loading
seconds ago
a minute ago
minutes ago
an hour ago
hours ago
a day ago
days ago
about
false
Invalid characters found
/customer/en/portal/articles/autocomplete
#c0c0c0
page_article
9335
Support Agent
Snow Goose
Breadwinner for Xero
Daddy Analytics
Breadwinner for QuickBooks Online
true