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.

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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
Xero
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
Tutorial
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
Xero
Tutorial
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
Xero
Troubleshooting
Tutorial
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
Xero
Tutorial
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
Xero
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
Tutorial
🔨 Planned Maintenance Invoice Stack will be unavailable for planned maintenance on Wednesday 21st February 9am GMT 1 minute read How to create repeating invoices with Invoice Stack Repeating or recurring invoices, where you bill the customer the same thing every month, or every year, is a really common use-case for businesses using HubSpot. Whether you're a SaaS company billing a subscription, an agency billing a retainer, or anything else - if you're using Xero or QuickBooks Online, Invoice Stack makes it easy! 6 minute read

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
Automate deals when you have multiple pipelines Invoice Stack makes it easy to automate your deal stages based on the invoice status right inside your preferences, but if you need more complexity or your have multiple pipelines it's easy to set up a Workflow to automate this work 3 minute read
Workflows
Automation
Tutorial
How to use HubSpot workflows to create Xero invoices Looking for a way to fully automate your invoicing process with HubSpot and Xero? Invoice Stack's new workflow feature is here to help. Here's a quick walkthrough of how to get set up. 4 minute read

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.