Accounts, Products and Taxes are three of the most important parts to get right when creating Xero invoices in HubSpot. Find out about how to manage them with ScaleXP Invoicing and how you can save time by getting them filled in automatically.

How ScaleXP Invoicing manages Xero accounts and tax rates

Each time you load ScaleXP Invoicing, the app fetches the live chart of accounts (all Sales accounts) and tax rates, straight from Xero. Users can choose to set a single account and tax rate across the entire deal, or edit each line individually. We can even configure your deals to start with a default account or tax rate.

Products and Accounts in Xero can be configured to have a default tax rate, and if this is the case, ScaleXP Invoicing will pick it up and select the tax rate automatically.

For draft invoices, accounts and tax rates are optional, and some organisations prefer for their finance team to check and correct these once the invoices are inside Xero. If this is your use case, then remember, any changes you make in Xero are synced back to HubSpot.

If you are submitting invoices for approval from HubSpot, then accounts and tax rates are mandatory, and users will get an error message if they try to submit invoices without these attached.