Invoice/Quote Settings

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Invoice/Quote Settings

Table of Content

Table of Content

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.


    Invoice/Quote Sync


  • Select "Deal Stage". Choose the relevant Deal stage.


    Invoice/Quote Sync


  • Select Order/Invoice Creation


    Invoice/Quote Sync


  • Click "Add Pipeline".


    Invoice/Quote Sync


  • You can attach PDFs of your successfully generated invoices to the deal by clicking "Attach a PDF of the invoice in deal". Click "Save".


    Invoice/Quote Sync
Invoice/Quotes Field Mappings

This option allows you to align and transfer invoice-related data from HubSpot to Xero, giving you control over how each piece of data is represented in the invoicing process. This ensures that every detail from HubSpot corresponds accurately to the related field in Xero, facilitating a consistent and error-free invoicing workflow.

  • Click "Edit"


    Invoice/Quote Sync


  • Select the option from the drop-down box.


    Invoice/Quote Sync


  • Click "Save".


    Invoice/Quote Sync


  • Click "Save Mappings".

Invoice/Quote Sync
Got unique integration needs?

Our custom team can build tailored integrations, specialized data mappings, and workflow automations to perfectly match your specific business processes.

Advanced Integration Settings

Advanced Integration Settings

Advanced Integration Settings

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Invoice/Quotes Field Mappings

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