ScaleXP Invoicing: Create a Xero Invoice from HubSpot

ScaleXP Customer Success
2025-07-14T12:25:19Z

A tutorial on how to create your first Xero invoice from HubSpot, using ScaleXP Invoicing. For this article, we'll assume you've already got ScaleXP Invoicing installed and working, if not, ScaleXP Invoicing: Installation Guide

Step 1: Start with a Deal

Creating an invoice using ScaleXP Invoicing begins with a HubSpot deal. Make sure your deal has a contact, company, and optionally, line items (either from a quote or added manually). ScaleXP Invoicing can be found in the sidebar of your HubSpot deal. If you can't see it, scroll down or check with your admin to ensure proper installation.

Step 2: Open ScaleXP Invoicing

Click on the "Create Invoices" button to open ScaleXP Invoicing. Your line items will automatically populate the invoice, and you'll see the SKU code for the product in Xero. Sales and tax rates will be imported from Xero, so you don't need to make any adjustments. To add line items manually, click "Add Line Item," search for the product, and enter the price.

Step 3: Customise Line Items

You can drag and drop line items, delete them, or create additional invoices and move items between them. Make sure your deal total matches the amount invoiced. If needed, you can use ScaleXP Invoicing's split invoice feature to create multiple invoices.

Step 4: Configure Invoice Details

Check the invoice date and due date (imported from Xero) and set the status field to either "draft" or "authorized," depending on whether you want your finance team to review the invoice or send it immediately. Configure the reference field as needed.

Step 5: Check Contact and Currency

Make sure the contact and currency are correctly set up. If there's no match for the contact, you can search in Xero or create a new contact from the screen. Editing and saving a new contact will create it in Xero, ready for invoicing.

Step 6: Set Account and Tax Settings (Optional)

If needed, apply the same account and tax settings to the entire invoice. You can also use tracking categories from Xero to categorize line items on your invoices.

Step 7: Save or Sync to Xero

Save your draft if you want to return to it later, or click "Sync to Xero" to finalize your invoice. Once synced, your invoice number will be displayed.

Conclusion:

Congratulations! You've created your first invoice using ScaleXP Invoicing. Your invoice in Xero will now be kept up to date in HubSpot, and you can make use of over 20 invoice properties that sync with your HubSpot deal. Happy invoicing!