QUOTES - INVOICING & PAYMENT STATUS

MMT

FEATURE REQUEST

 

1. Invoice status - when integrated with Xero (or other platforms), allowing Hubspot to show status in Quote page of whether quote / deal has been invoiced or not, or still needs to be invoiced (once accepted).

2. Payment received - yes / no.  This allows sales/service people to know if payment of invoice has been received or not, from within Hubspot.  

 

Assuming Hubspot is integrated with platforms such as Xero, which has above information available and just needs to be made available with Hubspot. 

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2 Replies
suthoff
Member

Hi @MMT , we recently released our Tally Street app for HubSpot that syncs LTV, sales history, segmentation, payment performance, outstanding and overdue balances, etc. from Xero into new company-level properties in HubSpot. More details about company matching, the new properties, and use cases are available in our HubSpot connection guide.  We're actively looking for HubSpot users who want individual invoices and payments synced too -- please message me and let's talk more? 

MMT
Contributor

We do not want to have to rely on a 3rd party app for syncing with financial data systems, especially platforms such as Xero - it should be a native integration, and Hubspot should offer more seamless features for its users within Hubspot. 

 

Happy to discuss, did you want to set up time?

 

If can kindly update that would be great.