For example, what about tracking when your invoices are overdue, or structuring your processes around when an invoice has been paid. Once the invoices have been created, that’s not the end of the story! There are lots more opportunities for getting value out of your invoice data. However it does take some technical know-how to get set up and to maintain the integration, and sometimes troubleshooting can be more complex.
This is a nice approach as it means the process is completely automated, meaning no more admin for your Sales teams. If you’re a more advanced user you can create logic trees and look up functions to make sure you are invoicing the right customer. You can map each individual field from HubSpot to the right field in your accounting platform. Then, inside the app, you can configure an invoice to be created in your accounting platform. Then you can configure triggers from your HubSpot data, such as when a property is updated on your HubSpot deal, or when a HubSpot deal stage changes.
Using these tools you can connect your HubSpot account, and then connect your accounting platform, such as QuickBooks or Xero. If the data inside your HubSpot deal and the data inside your invoices is usually a 1:1 match, then a great option is to use a no-code integration such as Zapier or Make to fully automate your invoicing process.
#CREATING INVOICES IN HUBSPOT FREE#
Try it free Using no-code integration apps Thankfully, HubSpot has a number of alternatives available in the App Marketplace. In addition, the account and tax handling in the Xero integration makes it hard to use seamlessly. The official HubSpot apps do have some limitations, for example the UX adds many steps to the process, some of the features from your accounting platform may be missing and the data is not kept up to date once your invoice is created. Your data from HubSpot is already filled in when you create your invoice, so there’s no more copying and pasting. You’ll be able to choose the contact, configure your line items, and send the invoice over to your accounting platform. Once set up, your team will see a button on the right hand side of your HubSpot deals, which will open up the invoice creation flow. These apps can be easily installed on the HubSpot App Marketplace, are free to use and easy to get set up. The great news is that HubSpot has built-in apps for invoicing via your accounting platforms, such as QuickBooks and Xero. So, we would never recommend you use spreadsheets for invoicing, no matter how tempting it may be. Even worse, because there’s no automated link between your HubSpot deals and your spreadsheet, you can miss out data completely, and have to manually audit whether the data is collected. The second is data validation - because spreadsheets often don’t require data in a particular format, the data collection can be inaccurate. This takes up valuable time and it’s easy to miss things, it’s also a poor experience for your team, meaning they will not prioritise it.
#CREATING INVOICES IN HUBSPOT MANUAL#
The first is data entry - unless you have some automation steps integrated into your spreadsheets, this will be a manual process of filling in the data, or copy and pasting cell by cell into the right format. At first glance this makes sense, everyone understands how a spreadsheet works, it’s accessible, cheap and easy to set up. Lots of businesses fall in to the trap of using spreadsheets when they don’t have a formal process for moving data around. Creating invoices using this data on a manual or automated basis is a no-brainer.
If you really want to make the most of HubSpot Sales Hub, for example if you’re a growing team, or you’re looking to streamline your Operations - then solving this part of the process is a way to increase productivity and avoid duplicate work.Ĭreating invoices using the data in your HubSpot deals makes complete sense, the HubSpot deal usually stores all the information about your customer, for example company name, contact and billing address, as well as the information about what’s been sold, such as your line items, pricing, and billing dates. Invoicing is important, but lots of businesses ignore this crucial part of the process, and as a result it creates inefficiencies and accuracy problems as the data for invoicing gets passed from the Sales team to the Finance Team.
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