Revenue Reports
Go beyond standard reporting with deeper visibility, granular data, and automation across your invoicing and revenue. An addon for Invoice Stack Pro. Included with Enterprise.
Customise visibility with HubSpot Invoice sync
When enabled, all Invoice Stack invoices are synced as HubSpot Commerce Hub Invoices. Invoices created through Invoice Stack via are synced as individual "Invoice Objects" - with full associations and with detailed line items and status.
View invoices inside the Invoices menu in HubSpot, list individual invoices on your Deal, Company or Contact and much more.
Note: Invoices must still be created via Invoice Stack. Your HubSpot invoices will be read-only.
Native invoice object associated with...
- Deals
- Company or Contact (if B2C)
- Invoice Line Items
Built-in dashboards for companies and contacts
Access "Revenue Reports" in a single click from your Company or Contact record - quickly see Draft, Paid and Outstanding invoices issued to your customers, across HubSpot deals. No set up required.
Report on revenue month-by-month, across the whole business, or filtered by HubSpot contact or company. All filterable by invoice date, status or connection. Plus - easily export to CSV for more detailed reporting.
- Month-by-month revenue
- Paid, future and overdue revenue
- Top-performing clients
Powerful reporting with invoices and line items
Whilst Invoice Stack Pro allows reporting on a deal-level, this addon unlocks reporting in HubSpot on an invoice-level, unlocking powerful functionality, especially if you have multiple invoices per deal.
A real-time sync with your accounting platform brings in multiple custom data points for each invoice, all updated whenever changes are made in your accounting platform, or in HubSpot via Invoice Stack.
Access granular reporting inside HubSpot's reporting tools by pulling through detailed accounting data for every individual line item - such as product, nominal codes / chart of account, tracking categories and more.
Just some of the data points available...
- Invoice Status (Sent, Paid, Overdue)
- Invoice Approval Status
- References or Custom Fields
- Line item Accounts and Tracking Categories
Backfill invoice data
Bring your existing invoice data into Invoice Stack and standardise your reporting inside HubSpot.
Our team will help you pull your data from existing platforms, help you map invoices to HubSpot deals, and import data in bulk, so that you get great visibility on invoices, from before you signed up to Invoice Stack.
Invoice workflows and automations
Invoice Stack Pro allows you to automate deals based on Invoice Status, but this addon unlocks the ability to create invoice-based workflows, perfect if you have multiple invoices per deal.
Use invoice-based workflows to build custom invoice follow ups for customer, or advanced workflows based on invoice status.
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.