HubSpot Invoices
...done your way

Let Sales teams create Xero invoices from deals with the most powerful invoicing app for HubSpot

5 Stars HubSpot App Marketplace
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HubSpot
Certified App
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Xero
App Partner

Create the perfect invoice workflow

Why Invoice from HubSpot?

Empower your Sales Team
Give your team the ability to structure deals and payments in a way that suits your customers, and match these to what's been quoted.
Save hours of admin
No more spreadsheets! Avoid double-typing and passing duplicate information to Finance teams. Save time and avoid mistakes by taking the data right from the deal.
Give Sales Teams better visibility
See payment status for deals right inside HubSpot giving Sales teams the ability to manage their clients.
Easy to deploy and to use, very efficient, great value for money
5 Stars HubSpot App Marketplace

Invoice Scheduler gives you features you won't find anywhere else

Create Multiple Invoices

Create as many invoices as you like from a single HubSpot deal

Automation

Update HubSpot when invoices are synced or paid, fully compatible with HubSpot Workflows

Autofill

No copying and pasting - invoices are autofilled with the line items from your quote or deal

Multiple Xero Accounts *

Sync to as many Xero accounts as you like
* Enterprise Plan Only

Create Contacts

Set up Xero contacts without leaving HubSpot, pre-populated with your client data

Any Currency

All Xero currencies supported, with multiple currency support

Taxes and Accounts

All your Xero tax and account settings are ready to be used in the app

Customisation and pre-filled line items *

Pre-fill data using HubSpot properties or create bespoke functionality
* Enterprise Plan Only

Get started today

Book a Demo Free Trial

Packages to suit your business

Pro

$99 USD

Get started creating invoices from HubSpot using our Pro plan - ideal for low volume users and access for your whole team.

  • 30 day free trial, no credit card required

  • Unlimited Seats

  • Unlimited Invoices

  • Up to 100 Deals per month (add on packs available)

  • Cancel any time

Enterprise

Contact Us
For Pricing

Customise your experience with dedicated onboarding and set up, and bespoke features tailored to your needs.

  • Dedicated Onboarding and Training

  • Custom packages

  • Advanced Customisations

  • Multiple Xero Accounts

  • Uptime Guarantee and SLA

Frequently asked questions

The invoices will show up in Xero as "Draft" invoices - ready for your finance team to check and approve them. Once approved, they will follow the same process you already use, and the status e.g. Approved, Paid will be passed back to the app inside HubSpot. You can even set up automations to move your deals automatically.

Yes - Xero has a "Reference" field that can be used for this, this can be edited from inside the App. For Purchase Orders, most businesses either use Xero's reference field, or type the PO Number on the line item.

No, at the moment you are only able to sync invoices with Xero in the "Draft" status. Most businesses we speak to rely on a finance team to review and arrange the actual sending of invoices. If that's not how you do things though, we want to hear from you so please get in touch to let us know.

There are a few different ways to do this. Firstly, you can use the "Create Contact" feature in the app. This will pre-fill with the contact details associated with your HubSpot deal, such as Name, Email and Company Address.

If you want sync contacts in bulk - HubSpot have a native Xero Data Sync app, as part of Operations Hub, which will allow you to sync multiple contacts at once.

No problem - this feature is standard on our enterprise plan. When creating an invoice, you simply select from a list of different Xero accounts. We can even customise the labels for you. Then, the app works as normal. The only thing we don't support is a single deal with invoices in more than one Xero account at a time.

The native HubSpot app solves for the most simple scenario, and targets a single invoice to single deal set up. The step by step process is user-friendly but gives limited flexibility.

We recognise that every business has a different way of doing invoicing and billing, and give you the tools to create multiple invoices from one deal, along with all the powerful features you need to streamline the process. If you're unsure, we encourage you to try both.

Don't see your question here? Take a look at our Support Page for more answers

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