Recurring Invoices with HubSpot and Xero

Recurring Invoices
with HubSpot and Xero

Schedule and send Xero invoices automatically from HubSpot with Invoice Stack

  • Create invoices without leaving HubSpot
  • Native Xero sync that your finance team will love
  • Perfect for B2B Subscriptions, memberships or payment plans
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Recurring Invoicing Screenshot - Xero
Watch Walkthrough - Sending Invoices from HubSpot on YouTube.

How it works

Invoice Stack grabs data directly from the quote or the line items on your HubSpot deal. 

You can trigger Invoice Stack from our easy-to-use user interface, without leaving HubSpot, or you can use our workflow actions to automatically create invoices from your HubSpot workflows.

Here's a step by step process:

  • Your deal is closed or quote approved and you're ready to invoice
  • Click "Create Invoices" in your deal sidebar 
  • Invoice Stack drafts invoices based on your line items
  • Invoices are synced to Xero as native Recurring Invoice templates
  • Xero generates invoices according to the schedule you've set
  • Invoice data like payment/overdue status is synced right back to your HubSpot deal 

Why do people use Invoice Stack for Recurring Invoices?

  • Simple to set up - works with your existing Xero and HubSpot process
  • Saves hours every month - no more manually creating invoices
  • Great visibility for your team
  • Flexible - generate one-off and recurring invoices all on the same deal
  • Full 2-way sync - edit invoices in Xero or in HubSpot

Who is it for?

Agencies

Bill retainers and monthly management costs, include one-off set up costs and spread the cost of large projects across months.

 

Ensure deposits are paid before your team start work.

B2B SaaS

Invoice your subscriptions direct from HubSpot, no matter if they are monthly, quarterly or weekly. 

 

Include onboarding and overage costs and keep track of the term length for renewals.

IT Services

Easily bill software costs and management fees to your clients whilst reducing admin time. 

 

Keep costs ongoing or use fixed length contracts.

Memberships

Create ongoing or fixed term membership options and sync them to Xero easily. 

 

Quickly see when people are behind on their subscriptions.

Give Invoice Stack a try

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.

Start Free Trial Book a Demo