Invoice your deals right inside HubSpot
Why use XSync?
Invoice your deals directly from HubSpot
Make deals and easily raise invoices all in one place. This plugin will let you invoice your HubSpot deals without leaving HubSpot.
Less friction between accounts and sales
Once you create an invoice in HubSpot it will automatically sync with Xero. The accounts team will be able to manage the invoice right in Xero.
Streamline your process and save time
Create and edit draft invoices quickly and easily right inside HubSpot so you can spend less time on admin and more time on your client.
Track invoices and payments easily
XSync gives you full visibility over the progress of your invoices for each deal. Track the invoices that have been raised, paid or still outstanding.
Creating and managing invoices the easy way
Essential features to speed up your workflow all inside of HubSpot
Create invoices
Create Xero invoices directly from HubSpot for the convience of being able to organise everything in one place.
Sync with Xero
Invoices created in HubSpot are 100% authentic Xero invoices, and can therefore still be managed in Xero.
Track invoice status
Invoices and payments status' can be tracked in HubSpot under the deal or contact it was created for.
Email invoices
Invoices are emailed directly to the customer from your Xero account to ensure a consistent mailing address.
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Pre-populate deal info
Pre-populate deal products, amounts and discounts directly into your invoice with no need for double handling. Invoice fields can still be manually updated if needed (requires Sales Pro HubSpot license).
Track invoice status
Track the status of your invoice without leaving HubSpot. The XSync panel will show whether an invoice is outstanding, overdue, part paid or fully paid.
Track payments
Invoice payments are added to the deal timeline so you can have better visibility of payment progress. The timeline is updated when an invoice is created, and every time a payment is made.
HubSpot workflow integration
XSync pushes invoice information into the deal or contact properties meaning workflows can be set up based on invoice status. Move your deals through the pipeline when an invoice is paid.
Create Xero invoices directly in HubSpot