11/25/2023 0 Comments Create invoicesThe official HubSpot apps do have some limitations, for example the UX adds many steps to the process, some of the features from your accounting platform may be missing and the data is not kept up to date once your invoice is created. Your data from HubSpot is already filled in when you create your invoice, so there’s no more copying and pasting. You’ll be able to choose the contact, configure your line items, and send the invoice over to your accounting platform. Once set up, your team will see a button on the right hand side of your HubSpot deals, which will open up the invoice creation flow. These apps can be easily installed on the HubSpot App Marketplace, are free to use and easy to get set up. The great news is that HubSpot has built-in apps for invoicing via your accounting platforms, such as QuickBooks and Xero. So, we would never recommend you use spreadsheets for invoicing, no matter how tempting it may be. Even worse, because there’s no automated link between your HubSpot deals and your spreadsheet, you can miss out data completely, and have to manually audit whether the data is collected. The second is data validation - because spreadsheets often don’t require data in a particular format, the data collection can be inaccurate. This takes up valuable time and it’s easy to miss things, it’s also a poor experience for your team, meaning they will not prioritise it. The first is data entry - unless you have some automation steps integrated into your spreadsheets, this will be a manual process of filling in the data, or copy and pasting cell by cell into the right format. At first glance this makes sense, everyone understands how a spreadsheet works, it’s accessible, cheap and easy to set up. Lots of businesses fall in to the trap of using spreadsheets when they don’t have a formal process for moving data around. Creating invoices using this data on a manual or automated basis is a no-brainer. If you really want to make the most of HubSpot Sales Hub, for example if you’re a growing team, or you’re looking to streamline your Operations - then solving this part of the process is a way to increase productivity and avoid duplicate work.Ĭreating invoices using the data in your HubSpot deals makes complete sense, the HubSpot deal usually stores all the information about your customer, for example company name, contact and billing address, as well as the information about what’s been sold, such as your line items, pricing, and billing dates. Invoicing is important, but lots of businesses ignore this crucial part of the process, and as a result it creates inefficiencies and accuracy problems as the data for invoicing gets passed from the Sales team to the Finance Team.
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