Articles

Invoicing Articles

Explore everything you need to know about invoicing on HubSpot with Invoice Stack's tutorials and help articles.

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

Getting Started

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

Create Invoices

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. 4 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

QuickBooks Online

HubSpot Invoicing

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. 5 minute read

QuickBooks Online

HubSpot Invoicing

How to integrate HubSpot with Xero Invoicing Joining your CRM data with your Invoicing data can really transform your operations. In this article, we explore all the different ways you can integrate Xero's invoice software with your HubSpot CRM. 6 minute read

HubSpot Invoicing

Xero Accounts and Taxes in HubSpot Accounts and taxes are two of the most important parts to get right when creating Xero invoices in HubSpot. Find out about how to manage them with Invoice Stack and how you can save time by getting them filled in automatically. 3 minute read

How to sync your Xero contacts with HubSpot Making sure your contacts match up is essential to a successful integration between Xero and HubSpot. Read on to find out how you can manage contacts between the two platforms whilst keeping your data clean and accurate. 3 minute read

How to sync your HubSpot data to Xero Syncing line items and invoices into Xero using tools such as InvoiceStack is straightforward, but what about all the other data from HubSpot you want to send to Xero? 3 minute read

Automate your HubSpot invoices Automating your HubSpot deals based on invoice status can be incredibly powerful - this guide gives you all the info you need - but if you have any questions our team are happy to help you get set up - just book an onboarding call with us or email us! 8 minute read

Getting Started

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