Create invoices automatically
When a deal stage is changed to Closed/Won in HubSpot the contact or company is created in Xero and an Invoice is automatically created with your specific parameters.
Display invoices in HubSpot
Xero invoices for companies or contacts are displayed in the HubSpot company or contact record.
Links in both directions
Xero invoices created by the HubSpot automation are linked both ways. Link from HubSpot to the Xero invoice and from the Xero invoice to the HubSpot deal.
Payments Shown in HubSpot
When a payment is made, it appears on the HubSpot company or contact record. No need to have your sales team logging into Xero to check the status of payments!
Watch the demo video
Now your Sales team can see customer invoice details in HubSpot without having to login to Xero
Integrate HubSpot and Xero Today!
Basic Subscription
$33
AUD (incl GST)
per month
- Automatically create invoices when deal stage is closed won* in Sales pipeline (optional)
- Invoices include date, due date, reference, line item descriptions, quantity, price, discount, tax
- Copy contacts to Xero
- List products from Sales Pro deals as separate line items in invoice
- View Xero invoices in HubSpot
- Link from HubSpot to Xero Invoice
- Link from Xero Invoice to HubSpot Deal
*Closed won must be the original HubSpot deal stage with the internal value of ‘closedwon’. It can be renamed but cannot be a custom created deal stage, the Custom version is appropriate if you are using a deal stage with a different internal value.
Custom Subscription
$99
AUD (incl GST)
per month
+
Setup fee
(typically from $950 – $3,500 depending
on functions required)
- All basic features plus any combination of:
- Recurring invoices
- Item code tracking for inventory management
- Custom reference fields
- Custom deal stage(s) to generate invoice
- Custom field mapping for contact addresses in Xero
- Multiple Xero instances
- Multiple branding themes
- Multiple currencies
- Use of tracking categories
- Part payment invoices (eg. deposit and final or deposit and progress payments)
- Mapping of products to different accounts in the chart of accounts
- Custom line item descriptions including things like payment terms, installment dates
- Combinations of one off invoices for projects and recurring invoices for retainers from the one deal
- Updating fields and deal stages back to HubSpot eg Paid status, lifetime customer value, last invoice date and amount
- If you require other features just ask, if it’s possible, we’ll build it!
About Xero
Xero is world-leading online accounting software built for small business.
- Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
- Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims – from anywhere.
- Get paid faster with online invoicing. Send online invoices to your customers – and get updated when they’re opened.
- Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.