Invoice/Quote Sync
Customize how invoices or quotes are generated in Xero by linking them to your HubSpot sales flow. You can add a new Pipeline or delete the previous one.
Click "Select a Pipeline". Choose the relevant pipeline.
Select "Deal Stage". Choose the relevant Deal stage.
Select Order/Invoice Creation
Click "Add Pipeline".
You can attach PDFs of your successfully generated invoices to the deal by clicking "Attach a PDF of the invoice in deal". Click "Save".