Invoice Stack for HubSpot can help your business
Sell products and/or services
- Get and keep customers or clients
- Provide products or services
- Generate a quote or proposal
- Raise and send invoices
Reporting
- Internal reporting (not for compliance purposes)
Overview
Better Invoicing for HubSpot
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Fed up of being emailed unreliable spreadsheets or asked about invoice status every day?
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Maybe you want to give Sales or Ops teams transparency or ownership over invoicing, but don’t want to give them access to Xero?
Join hundreds of businesses all around the world who use Invoice Stack to streamline their invoicing by connecting Xero and HubSpot.
- ⭐️⭐️⭐️⭐️⭐️ Top-rated invoicing app on the HubSpot App Marketplace
- 🏅 HubSpot certified app
3 reasons to use Invoice Stack to integrate Xero and HubSpot
1. Create invoices quickly and easily
Invoice Stack automatically fills out invoices based on the information that’s already in your HubSpot deals. Everything is pulled straight from your Xero settings, such as accounts, taxes, contacts, tracking categories and much more. Plus if you need multiple invoices, deposits or recurring invoices we’ve got you covered. On average it takes just 74 seconds to create an invoice and sync it with Xero.
2. You're in control
Use HubSpot to control which teams can create invoices and even restrict them to create only draft invoices. You don’t need to give anyone else access to Xero.
3. No change to your processes
You and your team can stay working in Xero, we use the same payments, templates and the same emails. Once invoices are created, Xero is the source of truth so any changes you make are synced right back to HubSpot, including edits to the amounts, reconciling payments and even credit notes.
Start a Free Trial or Book a Demo at www.invoicestack.co
Invoice Stack for HubSpot + Xero
What can Invoice Stack do?
- Create and send invoices straight from HubSpot
- Create and send invoices automatically using HubSpot workflows
- Track invoice status in HubSpot
- Automate deal workflows in HubSpot
- View revenue reporting in HubSpot
What Xero features do you support?
- Accounts and Taxes
- Contacts (search and creation)
- Multi-currency
- Repeating invoices
- Reference fields
- Internal notes
- Branding themes
- Tracking categories
- Discounts
- Invoice Sending
- Attachments (coming soon)
- Credit notes (read only)
Getting started
It’s easy to get started:
- Get a 21-day free trial instantly by Signing up with Xero
- Link your HubSpot account
- Invoice Stack will show in the sidebar of your HubSpot deals