Enhance Your Workflow with the HubSpot Invoice Generator for Production

Hubspot invoice generator for Production

foreign if I go to contacts and click on that drop down you'll see that we now have invoices available and so I'm in a demo account so obviously I don't have any invoices in there right now but you can see that it says you can connect to QuickBooks online but you can connect to other tools as well and I'm going to walk you through what that looks like it's really straightforward really simple and gives you some great context in terms of deals that you've closed where payments are at stuff like that I'm going to go over to the Integrations tab here to show you exactly how it's done now I'm going to scroll down and go to zero because that's what we use for our company I'm going to click on go to settings and you can see that I already have different objects synced between zero and HubSpot and so if you were to set this up initially basically what you would do is you click click on sync more data then you can choose which objects you want to sync over for me I'm not going to go through this initial configuration process because it's going to throw me an error so instead what I'm going to do is I'm going to edit my sync settings and it's the exact same configuration window but we won't get the error so that's more useful now you can see you can choose your sync direction for zero it only syncs data to HubSpot from xero there is not a data sync between apps available yet there's also not a different direction there for HubSpot 2-0 so right now for zero in HubSpot it's only one way but then you can go down here and you can map each of these different properties between the two platforms you can even add mappings here so you can see we have additional properties that are available in xero and if you wanted to map that to a property for invoices in HubSpot you would go over and map it here or you can create a new HubSpot property to track that so then once you're done with that what you would do is you click on next and then you have this limit window in which you can edit buy specific properties so this is useful if you don't want to sync all invoices in between the two platforms let's say you handle multiple different types of business and you don't want that synced back to your HubSpot portal because it only handles a very specific portion of those invoices then you would filter here so that you don't sync everything between the two platforms I'm gonna click on next here and so you can see on this organized window that you have this automatic associations feature that HubSpot basically tries to sync between the two platforms best it can by using identifying characteristics maybe such as like a contact email or something like that automatic deletions is not available for this integration so we'll just skip that and then you review it and save and sync and that's pretty much it now you'll see invoices in between the two platforms now I'm going to exit here and then I'm going to go back to Connected apps I'm going to go down to the stripe section here because I don't believe we have that set up so I'm going to click on setup invoicing and that's going to open up a new window for me and you can see that it has a similar window pop-up as we saw with zero contact invoice and product sync I'm going to click on invoice Sync here click on next and then when we click the drop down here you can see it's the same thing for stripe this might be different from QuickBooks we don't have the QuickBooks integration we don't use QuickBooks but then you can see the mappings here are already set up by HubSpot if we wanted to we can add in additional properties to sync something like amount paid would be really useful so that you can identify exactly how much of that invoice has been paid if you if you can split up payments or something like that so you just confirm those mappings click on next for us we we would sync all invoices from stripe click next again we still have the automatic associations on we click review and that's pretty much it save and sync and now help spot would sync between the two platforms so that's pretty much the new feature really useful because now we're going to be able to see exactly the progress of an invoice inside of HubSpot without having to go to another platform or ask someone else for that information so once again HubSpot is building new features to increase the amount of context that you get around your day-to-day work hopefully this is a useful new walkthrough video for you let me know if you have any questions or want any other videos to be made