Discover the Best HubSpot Invoice Generator for Businesses

Hubspot invoice generator for businesses

hi it's harry from weavenblend here giving you a walkthrough of our app invoice scheduler it's the most powerful invoicing app for hubspot and xero we built invoice scheduler because we recognize that invoicing needs to fit around your business process so we created the most flexible user-friendly invoicing app out there letting you do invoices your way that means better visibility for your sales and operations teams no more copying and pasting and happy finance departments so let's dive on in on an end-to-end walkthrough if you want to explore anything in more detail get in touch for a personalized demo or sign up for our free trial it all starts with a deal you can see that this one's been signed off it's got a contact and company attached and for this demo we're using hubspot quotes so we have line items already attached to our deal to start creating invoices just find the app in the sidebar and click create invoice schedule here's our start screen you just choose the number of invoices you'd like and hit start we also have autofill enabled here which will fill in those line items for you automatically we also support monthly quarterly and annual invoices along with deposit payments this will create identical invoices for each time period you pick and calculate the dates automatically we'll even pre-select these options and the invoice quantity for you if it's included in your hubspot quote for this demo i'm going to split our deal into two different payments so i'm going to choose two invoices here i can see my invoice filled in with the line items from my quote everything here is editable so you can make it how you want it to look you can create new items drag and drop and even duplicate line items and in the top corner i can check that the total i'm invoicing matches my help support deal now i just need to pick the dates this one is going out this month and the second invoice is going out a month later moving to the sidebar these settings are pulled straight from xero the company name is matched automatically but i can search or create a new zero contact record without leaving the app and will even pre-fill the contact data from your hubspot records here you can enter a reference field to show on your invoice such as an internal project code or po number we can even autofill this from our property on your hubspot deal next is currency and we support every currency that xero does here you can select account codes and taxes again all direct from xero you could set them for the whole deal or if you have different account codes for different line items you can do that too you can also autofill them from your hubspot products so looks like we're ready to sync our invoices to zero we just hit the button and off we go the invoices will enter xero as drafts ready for your finance team to check and approve moving to xero i can see all my invoices filled out correctly and let's see what happens with a little bit of magic when my invoices are paid before that though we have a number of automation triggers available in your dashboard you can change the deal stage in your pipeline for example move to a paid stage or update a property on your deal this means you can do some pretty cool stuff with hubspot workflows like notify a deal owner when invoices are paid or rotate to customer success once the deposit has been paid let's look back at our deal we've had a timeline event to show that one of our invoices has been paid and looking back at the app i can see the status these invoices are locked now that they're approved so they can't be edited but more invoices can be added if you need to so that's the end to end process our users have reported huge time savings by streamlining their workflows and they've improved the productivity of their sales and finance teams if you want to find out more just try our free trial or book a personalized demo now thanks for watching