Articles
Invoicing Articles
Explore everything you need to know about invoicing on HubSpot with Invoice Stack's tutorials and help articles.
Invoice Stack 101
Welcome to Invoice Stack 101 - a quick tour of all the key features you'll need to know about creating Invoices from HubSpot.
1 minute read
Taxes
Taxes shown in Invoice Stack come straight from your accounting platform. How taxes work depend on where you are located and which platform you are using.
2 minute read
Accounts
Account codes reflect where revenue is allocated for accounting purposes. Every line of revenue will eventually need to be allocated. Every company is different - sometimes a standard Sales revenue account is used for all income, others will have different accounts for different types of revenue.
1 minute read
Custom Fields
Every invoice has some extra fields for you to enter information. Invoice Stack can pre-fill these fields using information from your deals - just go to your settings to set this up.
1 minute read
AutoFill
When you start up Invoice Stack for the first time on a deal, we will automatically create invoices from the line items on your quotes or deal, ready for you to check and sync.
2 minute read
Products
The “Product” box allows you to match up each line item with a corresponding product in your accounting platform. This means that taxes and account codes are filled in from your accounting platform automatically, resulting in less data entry.
1 minute read
Contacts
The Contacts box on the top left of the Invoice Stack window allows you to choose who the invoice will be sent to. This box will pull contacts direct from your accounting platform.
2 minute read
Create a QuickBooks Online invoice from HubSpot
A tutorial on how to create your first QuickBooks 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 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.
5 minute read
Importing Invoice Data to HubSpot
If you're moving to HubSpot or, just getting started with using HubSpot for invoicing - you'll want to know all about how to import past data - read on to find out what the options are.
4 minute read
Linking multiple Xero or QuickBooks accounts to HubSpot
Looking for a way to create and track invoices in HubSpot but have multiple Xero or QuickBooks Online accounts? Invoice Stack has got you covered.
4 minute read
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
Create a QuickBooks Online invoice from HubSpot
A tutorial on how to create your first QuickBooks 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 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.
5 minute read
Importing Invoice Data to HubSpot
If you're moving to HubSpot or, just getting started with using HubSpot for invoicing - you'll want to know all about how to import past data - read on to find out what the options are.
4 minute read
Linking multiple Xero or QuickBooks accounts to HubSpot
Looking for a way to create and track invoices in HubSpot but have multiple Xero or QuickBooks Online accounts? Invoice Stack has got you covered.
4 minute read
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
Workflows
Automation
Tutorial