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Invoice Stack for HubSpot

By Invoice Stack for HubSpot
5 out of 5 stars
Free 21 day trial available
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Better Invoicing for HubSpot. Making linking Xero to HubSpot easy with this top-rated, HubSpot-certified integration.
Rated
5.0
out of 5
Reviewed by
1
Xero user
Try this app
Free 21 day
trial available
Listed for
3 years
June 2021

Overview

Better Invoicing for HubSpot

  • Fed up of being emailed unreliable spreadsheets or asked about invoice status every day?

  • 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
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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)

Reviews & ratings

5.0 out of 5 stars
1 Reviews

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Most recent reviews

ML
Michaela Lewis
Posted 26 Oct 2022
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.
One person found this review helpful.

Additional info

Shared data

Xero
Invoice Stack for HubSpot
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
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

Functions

CRMInvoicing and jobs

Industries

EducationProfessional services

App details

By Invoice Stack for HubSpot
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

21 day free trial available

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.