Articles

Invoicing Articles

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

Tutorial: Revenue Reporting in HubSpot Create monthly revenue reports in HubSpot using Invoice Stack invoice data, with breakdowns by pipeline, product, or account, using synced invoices and HubSpot's flexible report builder 1 minute read How to sync to HubSpot Invoices With the Revenue Reports addon, Invoice Stack can sync your Xero or QuickBooks Online invoices back to HubSpot as Commerce Hub Invoices, along with detailed invoice and line item data - which unlocks granular reporting and workflows inside HubSpot. In this article we show you how to get started, show you what syncs, and what you can use this amazing data for. 10 minute read Migration Offer Terms and Conditions Everything you need to know about our Migration offer 3 minute read XU Magazine Offer Terms and Conditions Everything you need to know about our XU Magazine offer 3 minute read Xero retiring the HubSpot CRM integration - What you need to know In March 2026 Xero are retiring the Xero-owned HubSpot CRM Integration and users will need to migrate.  Invoice Stack offers a drop-in replacement with easy migration and a ton of advanced features. 6 minute read
Xero
How to Send Invoices with Invoice Stack Our new "Send with Invoice Stack" feature makes sending invoices easy - read on for all the details about how it works and how to get set up! 7 minute read Mapping Contact Data from HubSpot In this article we'll explain all about how Invoice Stack can map data into your Xero or QuickBooks Online Contacts 6 minute read Generate Invoice Numbers Automatically in QuickBooks Online Use QuickBooks to automatically generate invoice numbers for you when creating invoices with Invoice Stack 2 minute read Multiple Payments in HubSpot with Payment Schedules Our Payment Schedules feature gives you an easy way to break down a deal or quote into multiple payments, based on percentages and dates. 5 minute read Create Quickbooks Online invoices from HubSpot workflows This article covers all the settings and configuration you need in order to automatically create QuickBooks Online invoices direct from HubSpot. If you're just getting started and want a video walkthrough and more information - take a look at our article Create Invoices Automatically in HubSpot 5 minute read Create Invoices Automatically in HubSpot Say goodbye to manual invoices - use Invoice Stack’s automated invoice creation to generate Xero or QuickBooks Online invoices from your HubSpot data, using the power of HubSpot workflows. 6 minute read Creating Deposit Invoices in HubSpot Deposit invoices are essential if you need to bill a fixed or percentage amount upfront for your products and services. Luckily, Invoice Stack makes it really easy to quickly create deposit invoices for Xero or QuickBooks Online in HubSpot. 4 minute read Sync QuickBooks Online products with HubSpot Find out how to make sure your product library in HubSpot is in sync with QuickBooks Online 4 minute read Sync Xero Products with HubSpot Find out how to make sure your product library in HubSpot is in sync with Xero 4 minute read Configure products in QuickBooks Online This article walks through exactly how to set up your Products and services inside QuickBooks Online, to make them easy to use inside Invoice Stack. 3 minute read

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