Search

Search

Installation

One-click Invoices/Quotes

One-click Invoices/Quotes

HubSpot Xero app now facilitates one-click creation of invoices/quotes directly from HubSpot deals irrespective of the deal stage.


  1. If you would like to set up the rules to automate your deal-to-invoice/quote creation, please click on "Yes" below


    One-click Invoices/Quotes


  1. You can skip this option and always come back to update these settings. Click on "I'll do it later" to skip the automated invoice/quote creation.


One-click Invoices/Quotes

Need Help? Let's Talk

If you encounter any issues or have further questions, our support team is here to assist you. You can reach us through the following channels:

On this page