HUBSPOT INVOICING

Streamline invoicing direct from HubSpot

Full two-way sync between HubSpot and Xero or QuickBooks

  • No more copying and pasting data to generate invoices. Capture key deal terms in HubSpot. Add them to your invoices.
  • Reduce errors and ensure invoices are sent on time. Create seamless workflow from quote to invoice to collections.
  • Give sales and operations teams real-time visibility of customer payment status.
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Automate your invoicing

  • Easily create invoices, without leaving HubSpot, including the relevant fields from your deals.
  • Import contacts, tax rates, account codes, product data from Xero or QuickBooks.
  • Sync invoices to QuickBooks or Xero as draft or final, providing finance review when required.
  • Ensure your sales team is always up-to-date, with a two-way sync between systems.

Easily share payment status in Hubspot

Create full visibility of billing and collections in Hubspot, making it easy for your sales team to stay informed

  • Create full transparency on the status of your invoices and customer payments for your sales and operations teams, right inside Hubspot
  • Two way sync means invoice and payment status changes are reflected from Xero or QuickBooks back to Hubspot, available for reporting and workflows

Invoice Issued

Customer ABC

£6,000

Issued on 05/05/24

Customer ABC

£6,000

Issued on 05/05/24

Invoices Paid

Customer DEF

£6,000

Paid on 04/16/24

Customer DEF

£6,000

Paid on 04/16/24

Unpaid

Customer DEF

£6,000

Overdue on 04/01/24

Automate your deal workflows in HubSpot to manage customer contracts

Full contract management, from deal creation through to invoicing and payment; easily create powerful HubSpot workflows and reports using live invoice data.

  • Use HubSpot’s workflows to automatically move deals between pipelines and stages when invoices are created, paid or overdue
  • Prevent revenue leakage: send alerts if deals haven't been invoiced yet; flag up deals before renewal dates

Automate invoicing and contract management workflows

Full two way sync between Hubspot and Xero or QuickBooks enables seamless workflow from quote to invoice to collection.

  • No more copying and pasting to generate an invoice
  • Give Sales and Operations teams real time visiblity of customer invoicing and payments
  • Create a seamless quote to cash workflow for contract management
Book a Demo