What if you could start production only once a client has paid a deposit, without any manual intervention? This is why we created Invoice Stack. Joining up this process can be really valuable - imagine if your Sales team knew when their clients were late on payments, or if your finance team had insight into what was sold. Along the way you may have some of this joined up, but for many businesses it’s a manual process. Usually this includes some kind of quote platform, contracts/document signing, an invoice sent out, and a bank payment. For B2B businesses, this is the process starting when you quote your customer a price for your products and services, and finishing when you get paid. The Quote-to-Cash process is one of the most valuable, but overlooked, opportunities to join up your data. We strive to offer above-and-beyond litigation support services. But this data is powerful, not only can we get better insights into our business by joining it up, but we can do away with those manual processes and save hours and hours of admin. Legal Support was founded on the idea of creating a transparent culture of excellence. All too often this data sits in disparate siloed systems, and if we want to join it up, someone has to manually process it. We’re familiar with customer data being generated from our marketing efforts and via social media, but your business is likely generating data all the way through the customer lifecycle, from sales to accounts to delivery. These days, no matter what your business is, you’re generating vast amounts of data even if you don’t realise it. All you have to do is signup, create your online booking page. For more information, check out our next video.We’re delighted to introduce a guest post from our sister company, Weave + Blend - a workplace automation specialist and HubSpot solutions partner, to introduce their HubSpot marketplace app, Invoice Stack Free online Appointment scheduling software with Payments, Invoicing, Sales, Reporting. Your invoice in Xero will now be kept up to date in HubSpot, and you can make use of over 20 invoice properties that sync with your HubSpot deal. Conclusion:Ĭongratulations! You've created your first invoice using Invoice Stack. Once synced, your invoice number will be displayed. Save your draft if you want to return to it later, or click "Sync to Xero" to finalize your invoice. You can also use tracking categories from Xero to categorize line items on your invoices. If needed, apply the same account and tax settings to the entire invoice. Step 6: Set Account and Tax Settings (Optional) Editing and saving a new contact will create it in Xero, ready for invoicing. If there's no match for the contact, you can search in Xero or create a new contact from the screen. Invoice Stack can be found in the sidebar of your HubSpot deal. Make sure your deal has a contact, company, and optionally, line items (either from a quote or added manually). Make sure the contact and currency are correctly set up. Step 1: Start with a Deal Creating an invoice using Invoice Stack begins with a HubSpot deal. Step 4: Configure Invoice DetailsĬheck the invoice date and due date (imported from Xero) and set the status field to either "draft" or "authorized," depending on whether you want your finance team to review the invoice or send it immediately. If needed, you can use Invoice Stack's split invoice feature to create multiple invoices. Make sure your deal total matches the amount invoiced. You can drag and drop line items, delete them, or create additional invoices and move items between them. To add line items manually, click "Add Line Item," search for the product, and enter the price. Sales and tax rates will be imported from Xero, so you don't need to make any adjustments. Your line items will automatically populate the invoice, and you'll see the SKU code for the product in Xero. Step 2: Open Invoice StackĬlick on the "Create Invoices" button to open Invoice Stack. If you can't see it, scroll down or check with your admin to ensure proper installation. Once set up, every time a deal stage is updated in HubSpot, an invoice will be created in Wave. Make sure your deal has a contact, company, and optionally, line items (either from a quote or added manually). Create invoices in Wave for updated deal stages in HubSpot Effortlessly manage your invoices when a deal stage is updated in HubSpot with this seamless workflow. Creating an invoice using Invoice Stack begins with a HubSpot deal.
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