HubSpot to Xero
Integration

Let Sales teams create Xero invoices from deals with the most powerful invoicing app for HubSpot. Built for HubSpot, no middle-ware or lengthy configuration required.

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Why use InvoiceStack to integrate Xero and QuickBooks?

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How many invoices?

Flexible

However you invoice, we’ve got you covered. Invoice Stack supports multiple invoices per deal, staged payments, deposits, subscriptions and repeat payments.

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Automate invoices

Automated Workflows

We make it easy to automate your deals using invoice data. Move deals when invoices are synced or paid, create HubSpot workflows based on invoice status and much more.

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Xero Connected App Partner

Xero Feature Support

Support for Xero features you won't find anywhere else, such as taxes, accounts, tracking categories and much more.

Questions about linking Xero with HubSpot

The invoices will normally show up in Xero as "Draft" invoices - ready for your finance team to check and approve them. Once approved, they will follow the same process you already use, and the status e.g. Approved, Paid will be passed back to the app inside HubSpot. We also offer the option to send invoices as "Submitted" for approval, or as "Authorised"

Yes - Xero has a "Reference" field that can be used for this, this can be edited from inside the App. For Purchase Orders, most businesses either use Xero's reference field, or type the PO Number on the line item.

There are a few different ways to do this. Firstly, you can use the "Create Contact" feature in the app. This will pre-fill with the contact details associated with your HubSpot deal, such as Name, Email and Company Address.

 

We have a support article all about linking contacts between Xero and HubSpot.

No problem - this feature is standard on our enterprise plan. When creating an invoice, you simply select from a list of different Xero accounts. We can even customise the labels for you. Then, the app works as normal. The only thing we don't support is a single deal with invoices in more than one Xero account at a time.

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See how Invoice Stack works

See the whole invoice workflow from start to finish

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Explore How it Works

About Xero

Xero is world-leading online accounting software built for small business.

  • Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet of phone to get a real-time view of your cash flow. It's small business accounting software that's simple, smart and occasionally magical.
  • Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims - from anywhere.
  • Get paid faster with online invoicing. Send online invoices to your customers - and get updated when they're opened.
  • Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.

Find out more or try Xero Accounting Software for free.

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Xero Screenshot

Ready to get started?

Getting started with Invoice Stack is easy! Try it for yourself with a 21-day free trial, no credit card required and get set up in minutes. Or, if you'd like to take a deeper dive or show your team - book a demo slot at a time that suits you.