One-click Invoices/Orders/Quotes

One-click Invoices/Orders/Quotes

  1. Go to a Deal on HubSpot and navigate to the section on the right panel that says “HubSpot e-conomic”:


    HubSpot e-conomic


  2. Click on “Create invoice/quote/order”


    HubSpot e-conomic


  3. Once the window pops up, you will get multiple options to manage your invoice/quote/order manually.
    Add relevant invoice details on this window or click on the blue colored '+' icon to create a new invoice/quote/order:


    HubSpot e-conomic


  4. Select customer, currency, layout and account details to get started:


    HubSpot e-conomic


  5. Select invoice specific details such as Invoice date, preference, payment terms and delivery date


    HubSpot e-conomic


  6. Add new products to your draft invoice by selecting the "+ Add Line Item" button.
    Important: Please note that you can select products using this option only if they are already present in e-conomic.


    HubSpot e-conomic


  7. Split your invoice into two by specifying the percentage ratio. Click on the three-dots and select "Split"


    HubSpot e-conomicHubSpot e-conomic


  8. Duplicate your invoice or quote by clicking on ‘Duplicate’. Click on the three-dots and select "Duplicate"


    HubSpot e-conomic


  9. If you need to come back later and update the details, click on "Save Progress"

    HubSpot e-conomic


  10. Once you are ready to move this draft invoice to e-conomic, click on "Sync"


    HubSpot e-conomic


  11. Close the window and view your invoice in the "Attachment"/"Notes" section within the HubSpot deal.