Everything you need to get up and running with Invoice Stack
Support and Resources
Our friendly UK-based team offer 1:1 onboarding assistance via zoom or email and are ready to help if you need any help, whether that's with set up or connection, or finding the ideal workflow for your invoicing needs.
Contact Us
Our support hours are Mon-Fri 8am - 8pm GMT+1
Live Chat hours are subject to availability
How-to Guides
How to sync your HubSpot data to Xero
Syncing line items and invoices into Xero using tools such as InvoiceStack is straightforward, but what about all the other data from HubSpot you want to send to Xero?
3 minute read
How to sync your Xero contacts with HubSpot
Making sure your contacts match up is essential to a successful integration between Xero and HubSpot. Read on to find out how you can manage contacts between the two platforms whilst keeping your data clean and accurate.
3 minute read
Xero Accounts and Taxes in HubSpot
Accounts and taxes are two of the most important parts to get right when creating Xero invoices in HubSpot. Find out about how to manage them with Invoice Stack and how you can save time by getting them filled in automatically.
3 minute read
How to reconnect your Xero account to Invoice Stack
Sometimes Xero gets disconnected from Invoice Stack, and you'll get an error message, follow these steps to get reconnected!
4 minute read
HubSpot and Xero integration best practices
So you’re using Invoice Stack to help integrate your HubSpot CRM platform with your Xero accounting system, but you want to make sure you’re making the most of all the functionality. This guide walks you through a few best practices to make sure you’re making the most of everything that Invoice Stack has to offer.
5 minute read
Everything you need to know about HubSpot's Xero Data Sync app
One of the most under-appreciated features of HubSpot is Data Sync - a suite of built-in apps which provide powerful, robust syncing of objects between HubSpot and a range of popular apps, including Xero!
5 minute read
How to use Revenue Reports
A detailed guide to Invoice Stack's awesome Revenue Reports Add On - available now for Invoice Stack Pro and included in Enterprise plans
9 minute read
Xero
Xero
Tutorial
Xero
Tutorial
Xero
Troubleshooting
Tutorial
Xero
Tutorial
Xero
Tutorial
Videos
Installation Guide
Installing Invoice Stack is easy and takes just 10 minutes to get set up. Our easy onboarding flow lets you do it all yourself, in just a few easy steps. You can start here, but if you want to know what to expect, read on.
4 minute read
Getting Started
Using Invoice Data in HubSpot
One of the most powerful features of Invoice Stack is the data that gets sent back to HubSpot about your invoices. We do that using properties on your HubSpot deal. In this article and video, we'll walk you through how to find those properties, we'll point out the most useful ones and we'll show you how you can use them throughout your HubSpot account.
4 minute read
Tutorial - Create a reminder to users to create invoices
In this short video tutorial we'll show you how to set up a HubSpot workflow to notify users if they haven't created invoices
Tutorial
Workflows
Automation
Tutorial - Update HubSpot deal amount when invoices change
Quick tutorial video with a walkthrough of how you can update your HubSpot deal total with the value of the invoices you've created, using HubSpot workflows. This is really useful if you're not using HubSpot quotes or line items, or if you often add new invoices after the deal has been created.
Tutorial
Workflows
Automation
Create a Xero Invoice from HubSpot
A tutorial on how to create your first Xero invoice from HubSpot, using Invoice Stack. This video is ideal if you're just getting started with Invoice Stack, and is also a great resource to share it with your team to help them get trained up. For this video, we'll assume you've already got Invoice Stack installed and working, if not, check out the installation guide.
2 minute read
Tutorial
Create Invoices
Xero
How to use Products in Xero and HubSpot
Find out how to use Xero and HubSpot products with Invoice Stack for accurate reporting and even easier invoice creation!
4 minute read
Xero
Tutorial
Getting Started