Articles
Invoicing Articles
Explore everything you need to know about invoicing on HubSpot with Invoice Stack's tutorials and help articles.
Users and Permissions in Invoice Stack
Everything you need to know about who can do what using Invoice Stack - and how you can control access.
4 minute read
How to create split invoices in HubSpot
This guide walks you through how to split a HubSpot quote or deal into multiple invoices. Whether that's as part of a payment plan, staged payments or if you need to bill a deposit - Invoice Stack makes it easy to create multiple invoices from a single deal.
5 minute read
How to use HubSpot workflows to create Xero invoices
Looking for a way to fully automate your invoicing process with HubSpot and Xero? Invoice Stack's new workflow feature is here to help. Here's a quick walkthrough of how to get set up.
4 minute read
How to create repeating invoices with Invoice Stack
Repeating or recurring invoices, where you bill the customer the same thing every month, or every year, is a really common use-case for businesses using HubSpot. Whether you're a SaaS company billing a subscription, an agency billing a retainer, or anything else - if you're using Xero or QuickBooks Online, Invoice Stack makes it easy!
6 minute read
Automate deals when you have multiple pipelines
Invoice Stack makes it easy to automate your deal stages based on the invoice status right inside your preferences, but if you need more complexity or your have multiple pipelines it's easy to set up a Workflow to automate this work
3 minute read
How to use Revenue Reports
A detailed guide to Invoice Stack's awesome Revenue Reports Add On - available now for Invoice Stack Pro and included in Enterprise plans
9 minute read
How to use Products in Xero and HubSpot
Find out how to use Xero and HubSpot products with Invoice Stack for accurate reporting and even easier invoice creation!
4 minute read
Everything you need to know about HubSpot's Xero Data Sync app
One of the most under-appreciated features of HubSpot is Data Sync - a suite of built-in apps which provide powerful, robust syncing of objects between HubSpot and a range of popular apps, including Xero!
5 minute read
Create a Xero Invoice from HubSpot
A tutorial on how to create your first Xero invoice from HubSpot, using Invoice Stack. This video is ideal if you're just getting started with Invoice Stack, and is also a great resource to share it with your team to help them get trained up. For this video, we'll assume you've already got Invoice Stack installed and working, if not, check out the installation guide.
2 minute read
Tutorial - Update HubSpot deal amount when invoices change
Quick tutorial video with a walkthrough of how you can update your HubSpot deal total with the value of the invoices you've created, using HubSpot workflows. This is really useful if you're not using HubSpot quotes or line items, or if you often add new invoices after the deal has been created.
Tutorial - Create a reminder to users to create invoices
In this short video tutorial we'll show you how to set up a HubSpot workflow to notify users if they haven't created invoices
Using Invoice Data in HubSpot
One of the most powerful features of Invoice Stack is the data that gets sent back to HubSpot about your invoices. We do that using properties on your HubSpot deal. In this article and video, we'll walk you through how to find those properties, we'll point out the most useful ones and we'll show you how you can use them throughout your HubSpot account.
3 minute read
HubSpot and Xero integration best practices
So you’re using Invoice Stack to help integrate your HubSpot CRM platform with your Xero accounting system, but you want to make sure you’re making the most of all the functionality. This guide walks you through a few best practices to make sure you’re making the most of everything that Invoice Stack has to offer.
5 minute read
How to Create Invoices on HubSpot
So you’ve closed a deal on HubSpot Sales Hub - congratulations! But now you’ve marked the deal as “Closed Won” - what’s next? It’s time to get your admin sorted. For most teams this means getting a signed order form from your customer, and arranging how to get paid. Sometimes there’s a deposit or upfront payment that needs to be made, or you bill once the work is complete, either way now is the time to get your invoices sorted.
8 minute read
4 ways to integrate QuickBooks Invoices and HubSpot
Linking your CRM platform to your accounting system can reduce admin overheads and unlock powerful data. Here are the top 4 ways to integrate QuickBooks Online and HubSpot.
4 minute read
How to use HubSpot workflows to create Xero invoices
Looking for a way to fully automate your invoicing process with HubSpot and Xero? Invoice Stack's new workflow feature is here to help. Here's a quick walkthrough of how to get set up.
4 minute read
How to create repeating invoices with Invoice Stack
Repeating or recurring invoices, where you bill the customer the same thing every month, or every year, is a really common use-case for businesses using HubSpot. Whether you're a SaaS company billing a subscription, an agency billing a retainer, or anything else - if you're using Xero or QuickBooks Online, Invoice Stack makes it easy!
6 minute read
Automate deals when you have multiple pipelines
Invoice Stack makes it easy to automate your deal stages based on the invoice status right inside your preferences, but if you need more complexity or your have multiple pipelines it's easy to set up a Workflow to automate this work
3 minute read
Workflows
Automation
Tutorial
Tutorial
How to use Products in Xero and HubSpot
Find out how to use Xero and HubSpot products with Invoice Stack for accurate reporting and even easier invoice creation!
4 minute read
Xero
Tutorial
Getting Started
Xero
Create a Xero Invoice from HubSpot
A tutorial on how to create your first Xero invoice from HubSpot, using Invoice Stack. This video is ideal if you're just getting started with Invoice Stack, and is also a great resource to share it with your team to help them get trained up. For this video, we'll assume you've already got Invoice Stack installed and working, if not, check out the installation guide.
2 minute read
Tutorial
Create Invoices
Xero
Tutorial - Update HubSpot deal amount when invoices change
Quick tutorial video with a walkthrough of how you can update your HubSpot deal total with the value of the invoices you've created, using HubSpot workflows. This is really useful if you're not using HubSpot quotes or line items, or if you often add new invoices after the deal has been created.
Tutorial
Workflows
Automation
Tutorial - Create a reminder to users to create invoices
In this short video tutorial we'll show you how to set up a HubSpot workflow to notify users if they haven't created invoices
Tutorial
Workflows
Automation
Using Invoice Data in HubSpot
One of the most powerful features of Invoice Stack is the data that gets sent back to HubSpot about your invoices. We do that using properties on your HubSpot deal. In this article and video, we'll walk you through how to find those properties, we'll point out the most useful ones and we'll show you how you can use them throughout your HubSpot account.
3 minute read
HubSpot and Xero integration best practices
So you’re using Invoice Stack to help integrate your HubSpot CRM platform with your Xero accounting system, but you want to make sure you’re making the most of all the functionality. This guide walks you through a few best practices to make sure you’re making the most of everything that Invoice Stack has to offer.
5 minute read
Xero
Tutorial
Xero
QuickBooks Online
HubSpot Invoicing
Guide
QuickBooks
QuickBooks Online
Guide
HubSpot Invoicing