Create invoices directly in HubSpot in 4 easy steps
Set up your XSync account
It’s easy! Click on the free trial button, enter your details, and then setup a password. We'll send you an email to confirm your account and you're in!
Connect your Xero account
Then you will connect your Xero account. Again you will just need to click on the connect button and login to your Xero account. And just the same as with HubSpot, we don't have access to any of your Xero data.
Connect your HubSpot account
Next you will connect your HubSpot account. Just click on the connect button and login to your HubSpot account. Don't worry, XSync does not have access to any of your HubSpot data.
Create invoices directly in HubSpot
Set any account defaults you like and you're done! Your XSync panel will now appear in HubSpot. Go to one of your deals or contacts in HubSpot, find the XSync panel in the left column and create an invoice!
Find out more about setting your defaults by checking out our Help Centre.
Invoicing in HubSpot the easy wayCreating, editing and sending invoices is now even easier
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.
Edit draft invoices created in HubSpot through the XSync panel to streamline processes and save time.
Draft an invoice
If you're not quite ready to send the invoice, you can save it as a draft and return to it later.
Save & attach invoice
If you prefer to email your client directly (ie. not from Xero), you can save your invoice as a pdf file and attach it to an email manually.
Send for approval
Invoices can be sent to a HubSpot team member for approval, directly from the XSync window, prior to sending it to the client.
Invoices are emailed directly to the customer from your Xero account to ensure a consistent mailing address.
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.
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.
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 HubSpot Sales Pro license).
Pre-populate due dates
Due dates are pulled through from Xero automatically, based on the account terms set in Xero against that contact.
Set compulsory reference numbers
Reference numbers can be set as a compulsory field in your settings for consistency regardless of which of your team members is creating the invoice.
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.
Want a new feature?
Got an idea for a new feature that will make your life easier. Let us know and we’ll look into it