Contract management

Automating Hubspot invoicing in Xero


Marjorie Stern Jackson

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Streamline your invoicing process with Hubspot and Xero via ScaleXP

Looking to streamline your invoicing process? 

If your business relies on HubSpot’s CRM and Xero for accounting, integrating these platforms could be a game-changer. ScaleXP offers a seamless integration solution designed to simplify your financial management, particularly if you’re generating invoices directly from HubSpot.  This integration can optimize your workflow and save you valuable time.

Seamless HubSpot invoicing directly through Xero

ScaleXP’s invoicing solution enables you to manage invoicing Xero in HubSpot without ever having to leave the CRM interface. This integration captures crucial deal terms as they happen and seamlessly adds them to your invoices generated in Xero, ensuring your billing information is always accurate and reflective of the latest agreements.

Complete two-way sync between HubSpot and Xero

Experience the convenience of a full two-way sync between HubSpot and Xero with ScaleXP. This integration updates customer payment statuses in real-time, providing your sales and operations teams with up-to-date information. By eliminating manual data entry, you can reduce errors and your team can shift focus from routine tasks to other initiatives in sales, operations and stratgegy, enhancing overall productivity.

Improve workflow efficiency to convert quotes to cash seamlessly

ScaleXP optimises the workflow from quoting directly in HubSpot to generating invoices in Xero and managing collections. This seamless transition ensures that invoices are dispatched on time and mirror the latest customer interactions stored in HubSpot, simplifying the invoicing process and aiding in faster payment collections to improve your cash flow.

Real time data for better decision making

Integrating HubSpot and Xero provides your teams with real-time visibility into billing and collections directly within HubSpot. This immediate access to financial data ensures that your sales, service, and operations teams can make informed decisions swiftly, maintaining high standards of customer service throughout the customer lifecycle while ensuring that your business has full transparency on the rate at which sales are converting into cash to fund the business.

Hubspot invoice automation benefits

ScaleXP’s Hubspot invoice automation features help reduce the rate of invoicing errors and the subsequent delays in payments typically seen with manual processes. Automating alerts for finance when invoices need sending or notifying sales about payment delays ensures a steady cash flow and timely renewals of contracts and services.

Full visibility and control over billing and collections

Everyone in your business, from customer relationship owners to sales, service, and operations teams, can track and monitor invoices directly within HubSpot. This integration ensures a consistent understanding of invoiced terms and amounts, facilitating a unified approach to managing customer relationships and financial transactions.

Other benefits of integrating Xero Hubspot billing through ScaleXP

Integrating Xero and HubSpot billing through ScaleXP isn’t just about streamlining your invoices – it’s about transforming your financial management. 

But that’s not all you get from using ScaleXP to integrate your Xero Hubspot billing.  

ScaleXP also gives you powerful metrics and reporting tools. No more struggling with complex financial data – you get clear, actionable insights. And when it’s time to present to stakeholders, ScaleXP automates that too, with dynamic presentations and charts.

Moreover, if you have recurring revenue, you’ll love how ScaleXP helps you manage contract renewals. It automatically tracks key dates and terms in HubSpot, making it easier to keep customers happy and reduce churn. Plus, you can predict your future revenue more accurately using HubSpot’s deal data – perfect for planning ahead.

So, this isn’t just an integration between Xero and Hubspot, it’s a complete toolkit for smarter financial management.

Try ScaleXP invoicing now.  Book a demo here.