From Closed Won to Paid.
Deal to Invoice watches your HubSpot deals. When one is won, it creates the invoice in your accounting package and brings the payment status back to HubSpot.
Connect
We connect HubSpot and Exact Online or Xero for you.
Map
Your HubSpot products are matched to item codes, VAT rates and ledgers.
Win
Closed won or an accepted quote creates a draft or final invoice.
Track
Invoice number, status and days overdue land back on the deal and the company.
Closed Won Becomes an Invoice.
Closed won or an accepted quote creates a draft or final invoice.
- Customer, products and amounts taken from the deal
- Your HubSpot products matched to your item codes
- A draft to check first, or final straight away
Sales Sees Who Has Paid.
Invoice number, status, amount due and days overdue on the deal and the company.
- Updated when the payment comes in
- An overdue badge your account managers can see
- Ready to use in HubSpot lists, views and reports
Every Invoice, and Any Errors.
Every invoice created, and any errors, in one log. If something can’t sync, you see why.
- Each deal linked to its invoice
- Errors in plain words, like a product with no item code
- Retry once it’s fixed
What You Get Every Month.
Invoices from deals
Customer, lines, prices and discounts taken from the deal or the accepted quote.
Product mapping
Each HubSpot product matched to an item code, VAT rate and revenue ledger in your package.
Payment status in HubSpot
Invoice number, status, amount due and days overdue on the deal and the company.
An overdue badge
Account managers see who hasn’t paid before they ring a client.
The sync log
Every invoice created, and any errors in plain words.
A person to ask
Tim and the team set up every one of the first 10 firms by hand.
Founding customers pay half for the first 12 months. Nothing is charged until it’s live for you. Cancel any time.
Stop Retyping Deals.
See a closed won deal become a draft invoice, and the payment status come back, in one minute.