Finding Your App Cards
The first place to look is on a Deal record in HubSpot. App Cards are typically displayed in the right-hand sidebar.
If you're using an older version of Invoice Stack, you may see a legacy card that does not have Create Invoices in the title and includes (0) at the end of the card name.
If you can't see any Invoice Stack App Cards:
- Open HubSpot Settings
- Go to Connected Apps
- Select Invoice Stack
If Invoice Stack does not appear in Connected Apps, the app may not be connected to the correct HubSpot portal. Log in to your Invoice Stack dashboard and confirm that setup has been completed for the correct HubSpot account.
Enabling the Create Invoices App Card
Within the Invoice Stack Connected App settings, open App Cards.
The card you need is called Create Invoices.
Click Manage Locations and ensure that the card is enabled for the Deal record right sidebar.
If your HubSpot account uses multiple views, you may need to enable the card for each relevant view.
After saving your changes, return to a Deal record and refresh the page. The App Card should now appear in the sidebar.
Customising the Deal Sidebar
We recommend reviewing your HubSpot sidebar configuration to make it easier for users to find Invoice Stack.
As a HubSpot Super Admin:
- Open a Deal record
- Click Customize at the top right of the screen
- Select the view you want to edit
Many customers remove HubSpot's built-in commerce cards to reduce confusion, including:
- Payment Links
- Subscriptions
- Payments
- Orders
- Carts
- Credit Memos
- Invoices
You can also move the Invoice Stack Create Invoices card higher up the sidebar so it is easier to access.
Managing Different Views and Teams
HubSpot allows you to create different record views for different teams.
For example, you may have separate views for:
- Sales
- Finance
- Operations
This is useful because users who do not have access to the Invoice Stack App Card cannot create invoices from HubSpot.
By controlling which views include the App Card, you can control who has access to Invoice Stack invoice creation.
Using Conditional Logic
HubSpot allows App Cards to be displayed only under certain conditions.
For example, you can configure the Create Invoices card to appear only when a deal reaches specific stages such as Sold or Closed Won
This can help keep your sidebar clean and ensure invoices are only created at the appropriate point in your sales process.
Multiple Accounting Connections
If you're using the Invoice Stack Enterprise plan, you may have multiple Xero or QuickBooks connections installed, Invoice Stack can be configured to display different accounting connections based on deal pipelines or other criteria. If you need this type of setup, contact the Invoice Stack team for assistance.
Personal Sidebar Customisation
Users can also customise the order of cards within their own sidebar view.
Using the menu options available on the sidebar, users can reorder cards and tailor the layout to suit their workflow.
Depending on your HubSpot settings, administrators can enable or disable this functionality.
Enabling Revenue Reports
Revenue Reports is available as an additional App Card.
To enable it:
1. Open Connected Apps
2. Select Invoice Stack
3. Open App Cards
4. Locate Revenue Reports
5. Click Manage Locations
Revenue Reports can be added to Company and Contact records, giving users access to invoice and revenue information directly within HubSpot.
Need Help?
If you're having trouble finding App Cards or configuring their visibility, contact the Invoice Stack team.
We're happy to arrange an onboarding call and help you configure your HubSpot views and App Cards.