Sales Invoices

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New Member

Hi

I am wondering if there is a module in Hubspot that enables us to create and issue sales invoices to clients?  Similar to zoho or others?

Thanks

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Accepted Solutions
Regular Contributor

Hi Stephen,

 

You can integrate your Hubspot CRM with FreshBooks.

 

FreshBooks basically push 'total payments collected' for each synched contact to their contact details page in Hubspot. That means you can access data and analyse accordingly!

 

Hope this helps!

Ciaran

5 Replies 5
Regular Contributor

Hi Stephen,

 

You can integrate your Hubspot CRM with FreshBooks.

 

FreshBooks basically push 'total payments collected' for each synched contact to their contact details page in Hubspot. That means you can access data and analyse accordingly!

 

Hope this helps!

Ciaran

New Member

ok thanks. We dont use freshbooks. Do you use that to create your invoices/qoutes etc

 

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Regular Contributor

Thats exactly it! It gives access to invoicing, reporting software along with employee timesheets and billing etc.

Regular Contributor

@TheGilldog - the freshbooks integration does nothing more than sync contacts. We use freshbooks since years and were disappointed to find out how rudimentary the integration is.

 

Having a proper invoicing solution direclty in the hubspot CRM would be hugely helpful.

Highlighted
Occasional Contributor

Hey there, we actually created a fully integrated quoting and invoicing solution for Hubspot. It's called Paycove (www.paycove.io) and we are looking forward to helping our fellow HubSpot users. Here's a link to the tutorial for our Hubspot product: https://paycove.wistia.com/medias/dlkp0d0mtk

 

Sign up for a free trial with no credit card and see how you like it. I look forward to hearing you feedback!

 

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