Articles
Invoicing Articles
Explore everything you need to know about invoicing on HubSpot with Invoice Stack's tutorials and help articles.
Sync QuickBooks Online products with HubSpot
Find out how to make sure your product library in HubSpot is in sync with QuickBooks Online
4 minute read
Sync Xero Products with HubSpot
Find out how to make sure your product library in HubSpot is in sync with Xero
4 minute read
Configure products in QuickBooks Online
This article walks through exactly how to set up your Products and services inside QuickBooks Online, to make them easy to use inside Invoice Stack.
3 minute read
Configure products in Xero
This article walks through exactly how to set up your Products and services inside Xero, to make them easy to use inside Invoice Stack.
3 minute read
Using Products to save time Invoicing on HubSpot
When you're invoicing on HubSpot with Invoice Stack, using your Xero or QuickBooks Online product library can save you loads of time by filling out key information automatically - this article will show you how to get set up!
4 minute read
How to Disconnect Invoice Stack
Finished your trial or no longer using Invoice Stack? Find out how to disconnect the app from HubSpot, QuickBooks or Xero.
3 minute read
Attaching files to your invoices
Include purchase orders, contracts and other files when you send out invoices
4 minute read
Invoice Stack vs HubSpot Invoices - what’s the difference?
Seen invoices mentioned inside HubSpot and wondered how they work? Get the details here
4 minute read
Sending Invoices from HubSpot
With Invoice Stack you can send invoices directly from your accounting platform, without leaving HubSpot
Security
Invoice Stack uses industry-leading security best practices to secure your business data and is committed to transparency about how we use and secure your data. Here is a summary of what data we access and how we keep it secure.
6 minute read
Invoice Stack 101
Welcome to Invoice Stack 101 - a quick tour of all the key features you'll need to know about creating Invoices from HubSpot.
1 minute read
Taxes
Taxes shown in Invoice Stack come straight from your accounting platform. How taxes work depend on where you are located and which platform you are using.
2 minute read
Accounts
Account codes reflect where revenue is allocated for accounting purposes. Every line of revenue will eventually need to be allocated. Every company is different - sometimes a standard Sales revenue account is used for all income, others will have different accounts for different types of revenue.
1 minute read
Custom Fields
Every invoice has some extra fields for you to enter information. Invoice Stack can pre-fill these fields using information from your deals - just go to your settings to set this up.
1 minute read
AutoFill
When you start up Invoice Stack for the first time on a deal, we will automatically create invoices from the line items on your quotes or deal, ready for you to check and sync.
2 minute read
Sending Invoices from HubSpot
With Invoice Stack you can send invoices directly from your accounting platform, without leaving HubSpot
Security
Invoice Stack uses industry-leading security best practices to secure your business data and is committed to transparency about how we use and secure your data. Here is a summary of what data we access and how we keep it secure.
6 minute read
Invoice Stack 101
Welcome to Invoice Stack 101 - a quick tour of all the key features you'll need to know about creating Invoices from HubSpot.
1 minute read
Taxes
Taxes shown in Invoice Stack come straight from your accounting platform. How taxes work depend on where you are located and which platform you are using.
2 minute read
Accounts
Account codes reflect where revenue is allocated for accounting purposes. Every line of revenue will eventually need to be allocated. Every company is different - sometimes a standard Sales revenue account is used for all income, others will have different accounts for different types of revenue.
1 minute read
Custom Fields
Every invoice has some extra fields for you to enter information. Invoice Stack can pre-fill these fields using information from your deals - just go to your settings to set this up.
1 minute read
AutoFill
When you start up Invoice Stack for the first time on a deal, we will automatically create invoices from the line items on your quotes or deal, ready for you to check and sync.
2 minute read