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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Our support hours are Mon-Fri 8am - 8pm GMT+1
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Rocket

Getting Started

Everything you need to get up and running with Invoice Stack

Installation Guide 4 min read
Invoice Stack 101 - Key features explained5 min read
Create a Xero or QuickBooks Invoice from HubSpot 5 min video
Using Invoice Data in HubSpot 4 min video
Automate your HubSpot invoices 8 min read

Key Features

Using Invoice Data in HubSpot How to use Revenue Reports How to create repeating invoices with Invoice Stack How to create split invoices in HubSpot Linking multiple Xero or QuickBooks accounts to HubSpot Create a QuickBooks Online invoice from HubSpot Sending Invoices from HubSpot Attaching files to your invoices Using Products to save time Invoicing on HubSpot Creating Deposit Invoices in HubSpot Multiple Payments in HubSpot with Payment Schedules

Automations and Workflows

Automate your HubSpot invoices Tutorial - Create a reminder to users to create invoices Tutorial - Update HubSpot deal amount when invoices change Automate deals when you have multiple pipelines Create Xero invoices from HubSpot workflows Create Invoices Automatically in HubSpot Create Quickbooks Online invoices from HubSpot workflows

Settings and Troubleshooting

Installation Guide How to reconnect your Xero account to Invoice Stack Users and Permissions in Invoice Stack Importing Invoice Data to HubSpot

Reporting

How to use Revenue Reports

Xero

How to sync your HubSpot data to Xero How to sync your Xero contacts with HubSpot Xero Accounts and Taxes in HubSpot HubSpot and Xero integration best practices Create a Xero Invoice from HubSpot Everything you need to know about HubSpot's Xero Data Sync app How to use Products in Xero and HubSpot Configure products in Xero Sync Xero Products with HubSpot

Quickbooks Online

4 ways to integrate QuickBooks Invoices and HubSpot Linking multiple Xero or QuickBooks accounts to HubSpot Create a QuickBooks Online invoice from HubSpot Configure products in QuickBooks Online Sync QuickBooks Online products with HubSpot Create Quickbooks Online invoices from HubSpot workflows

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.

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