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Why use XSync?

Invoice your deals directly from HubSpot

Make deals and easily raise invoices all in one place. This plugin will let you invoice your HubSpot deals without leaving HubSpot.

Less friction between accounts and sales

Once you create an invoice in HubSpot it will automatically sync with Xero. The accounts team will be able to manage the invoice right in Xero.

Streamline your process and save time

Create and edit draft invoices quickly and easily right inside HubSpot so you can spend less time on admin and more time on your client.

Track invoices and payments easily

XSync gives you full visibility over the progress of your invoices for each deal. Track the invoices that have been raised, paid or still outstanding.

Creating and managing invoices the easy way

Essential features to speed up your workflow all inside of HubSpot

Create invoices

Create Xero invoices directly from HubSpot for the convience of being able to organise everything in one place.

Sync with Xero

Invoices created in HubSpot are 100% authentic Xero invoices, and can therefore still be managed in Xero.

Track invoice status

Invoices and payments status' can be tracked in HubSpot under the deal or contact it was created for.

Email invoices

Invoices are emailed directly to the customer from your Xero account to ensure a consistent mailing address.

Pre-populate deal info

Pre-populate deal products, amounts and discounts directly into your invoice with no need for double handling. Invoice fields can still be manually updated if needed (requires Sales Pro HubSpot license).

Track invoice status

Track the status of your invoice without leaving HubSpot. The XSync panel will show whether an invoice is outstanding, overdue, part paid or fully paid.

Track payments

Invoice payments are added to the deal timeline so you can have better visibility of payment progress. The timeline is updated when an invoice is created, and every time a payment is made.

HubSpot workflow integration

XSync pushes invoice information into the deal or contact properties meaning workflows can be set up based on invoice status. Move your deals through the pipeline when an invoice is paid.

Create Xero invoices directly in HubSpot