Invoice Scheduler 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.
Invoice Scheduler for HubSpot + Xero
Invoice Scheduler 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.
It’s easy to get started:
- Get a 14-day free trial instantly by Signing up with Xero
- Link your HubSpot account
- Invoice Scheduler will show in the sidebar of your HubSpot deals