Installation
Configuration
Get the Most Out of the App
One-click Invoices/Quotes
What's the benefit of using this feature?
Let's you manually create new invoices/quotes from any stage of a HubSpot deal
Let's you update any existing invoices/quotes already created by Cloudify's integration
Invoices/Quotes generated by the automatic deal-to-invoice flow will also appear when you open this section
IMPORTANT TIP: This section provides you the flexibility to manually create and review invoices/quotes. It's optional and if you do not wish to create/update invoices/quotes manually, please ignore this section. Your automated integration will still work when a deal is moved to a particular stage as per your app-settings.
Go to a Deal on HubSpot and navigate to the section on the right panel that says “HubSpot Xero”:
Click on “Create invoice/quote”
Once the window pops up, you will get multiple options to manage your invoice/quote manually.
Add relevant invoice details on this window or click on the blue colored '+' icon to create a new invoice/quote:Select contact, currency, tax and account details to get started:
Select invoice specific details such as Invoice date, Due date, Status and Tax preferences
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 Xero.You can also add custom preferences to products by clicking on “Customize Accounts, Taxes and Amounts”:
Split your invoice into two by specifying the percentage ratio. Click on the three-dots and select "Split"
IMPORTANT: You can only split an invoice as long as it is in the 'DRAFT' stage. Once an invoice has moved out of the 'DRAFT' stage, the 'Split' option gets disabled.Duplicate your invoice or quote by clicking on ‘Duplicate’. Click on the three-dots and select "Duplicate"
If you need to come back later and update the details, click on "Save Progress"
Once you are ready to move this draft invoice to Xero, click on "Sync to Xero"
Close the window and view your invoice in the "Attachment"/"Notes" section within the HubSpot deal.