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Hubspot invoice for Procurement

what's going on my name is Zach I'm the creator of slipstream and today I'm going to give you a quick demo of the product so slipstream is an integration that creates and sends QuickBooks invoices when you close deals in HubSpot it can be fully customized to meet your current invoicing process and without further Ado let's go ahead and get started so here in HubSpot we have a test deal it's got a contact and a company associated with it as well as a quote for some solar equipment and the shipping on that this workflow has been config Ed to automatically send invoices to customers the first invoice should be a 25% deposit with the remaining balance due in 30 days the deposit being due on receipt over in QuickBooks you can see we have a customer profile but there's no activity here yet and we'll go ahead and toggle this HubSpot deal to closed one it'll take 5 to 10 seconds for the integration to run so we'll go over to QuickBooks and refresh the page and here we go two invoices one for a 25% deposit the remaining balance due in 30 days I also got an email with a copy of that invoice and the ability to pay it because I set myself as the customer in this instance couple things I want to point out if customers or products don't exist in QuickBooks slipstream will create those the first time they're part of a closed deal in HubSpot so if it's a new customer the first time they close a deal they'll get added to QuickBooks if it's a new product the first time you sell one it'll get added to QuickBooks last but not least I want to point point out that the invoice number in QuickBooks is the same as the deal ID in HubSpot so it's super easy for you to trace data back and forth between systems thanks for watching have a great day