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HubSpot invoices ...done your way. Let Sales teams create Xero invoices from deals with the most powerful invoicing app for HubSpot

Overview

Invoice Stack is the most powerful invoicing app for HubSpot. Say goodbye to spreadsheets and copy and paste by letting Sales teams create Xero invoices direct from HubSpot deals. Invoices are sent to Xero ready to be checked and sent out by the finance team.

Optimising your invoice workflow saves hours of admin and gives sales teams visibility over payments and invoice status. Invoice Scheduler even supports splitting payments across multiple invoices and uses your Xero settings such as tax, currencies and contacts.

Explore all features of Invoice Stack for HubSpot
Invoice Stack for HubSpot
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Invoice Stack for HubSpot + Xero

Invoice Stack sits in the sidebar of every HubSpot deal. Invoices can be auto-filled using HubSpot line items, and each line can be edited and adapted to suit the invoicing schedule that you need. Monthly mode allows repeating invoices to be created rapidly. Xero settings like currency, contacts, taxes and accounts can be added.

Once synced, invoices show as draft in Xero, and the invoice payment status is synced back to HubSpot. Workflow automation means you can create the perfect Deal workflow right inside HubSpot using our advanced automation triggers.

Reviews & ratings

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1 Reviews
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ML
Michaela Lewis
Posted
5 out of 5 stars

Fantastic Integration

Very impressed by the product and customer service support. We chose Invoice Stack as we needed a way for non-finance teams to keep all client correspondence and activity within Hubspot, raise invoices without finance assistance, and have full visibility of issued invoices and payments in order to commence their workflows. Hubspot's own payment integration wasn't available outside USA, and the Stripe/Hubspot payment integration was unsuitable for global companies. Linking Hubspot with Xero enabled our global design and sales teams to draft invoices within Hubspot directly from a Hubspot quote, and instantly sync them to Xero for Finance team's approval. I could sync all Hubspot products with Xero products, which meant I could lock the account and tax attributes to the product, and I could ensure all invoices were synced to the correct entity within Xero. Contact details could be synced both ways between Hubspot and Xero so I didn't need to manually add new contacts. Our design and sales teams could raise invoices themselves and receive full visibility of when invoices were paid and even notifications once paid (via a Hubspot workflow setup). We worked with Harry to make the Invoice Stack invoice view incredibly simple so that the teams barely had to edit anything, which reduced errors and manual work for the Finance team. We had a lot of positive feedback from the team about how easy it was to use. Harry was incredibly responsive and spent a lot of time helping us get it right. We look forward to seeing Invoice Stack sync with other accounting software in the future.

Additional info

Shared data

Xero
Invoice Stack for HubSpot
Accountsshared from Xero to Invoice Stack for HubSpot
Tax Ratesshared from Xero to Invoice Stack for HubSpot
Paymentsshared from Xero to Invoice Stack for HubSpot
Itemsshared from Xero to Invoice Stack for HubSpot and from Invoice Stack for HubSpot to Xero
Invoicesshared from Xero to Invoice Stack for HubSpot and from Invoice Stack for HubSpot to Xero
Contactsshared from Xero to Invoice Stack for HubSpot and from Invoice Stack for HubSpot to Xero

App details

Added in 2021

Countries

Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

Languages

English

Support

Setup walkthroughContact supportsupport@invoicestack.co
Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.