Deal to Invoice

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HubSpot to Exact, Xero and QuickBooks

Closed Won in HubSpot Becomes an Invoice in Exact or Xero.

No more retyping deals as invoices. Payment status lands back on the deal, so sales sees who has paid.

Watch the 1-minute video See pricing

Set up by us
Draft or final invoices
Cancel any time

HubSpot · Deals

Closed won

Noordkade Logistics B.V.Annual licence 2027

€12,400.00Close date 30 Oct 2026

Platform licence, annual × 1€9,600.00

Onboarding days × 4€2,800.00

Draft invoice created in Exact Online

Exact Online · Sales invoices

Draft

F2026-0418Noordkade Logistics B.V.

€15,004.00incl. VAT 21%

Paid · F2026-0418Status updated on the deal in HubSpot

Sample

Built for: B2B firms on HubSpot that invoice from Exact, Xero or QuickBooks.

Now setting up our first 10 firms

The problem

Every Closed Deal Gets Typed In Twice.

HubSpot’s own accounting apps pull invoices one way. Someone in finance still turns each closed deal into an invoice by hand. And sales can’t see who hasn’t paid.

2.1 and 2.2 stars

HubSpot’s own QuickBooks and Xero apps, across 22,000 installs.

Source: HubSpot marketplace

Retyping

The same details twice, for every deal: the customer, the products, the prices.

Blind spots

Sales rings clients who haven’t paid, because the invoice lives somewhere else.

How it works

From Closed Won to Paid.

HubSpot · Deals

Studio Veldhuis B.V.Retainer Q1 2027

€3,540.00

Trigger:Closed wonQuote acceptedInvoice:DraftFinal

Draft invoice created in Exact Online

Exact Online · Sales invoices

Draft

F2026-0419Studio Veldhuis B.V.

WB-Q Website care, quarterly × 1€2,400.00

UUR-ONT Design hours × 12€1,140.00

VAT 21%€743.40

Total€4,283.40

Sample

1Deal to invoice

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

HubSpot · Companies

Kempen Installatie B.V.Owner: account management

Overdue 12 days

Invoice from Exact Online

Invoice numberF2026-0391

StatusOverdue

Amount due€6,050.00

Due date19 Oct 2026

Days overdue12

Last syncedToday, 08:14

Service contract 2027Closed won

Sample

2Back in HubSpot

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

app.dealtoinvoice.com/sync-log

Live

09:42

Noordkade Logistics B.V.F2026-0418 · draft · €15,004.00

Created

09:15

Studio Veldhuis B.V.F2026-0417 · final · €4,283.40

Created

08:51

Kempen Installatie B.V.F2026-0372 · payment received · €3,630.00

Paid

08:30

Hollands Glas B.V.Product "Extra seat" has no item code in Exact

Retry

08:02

Duinzicht MediaF2026-0416 · draft · €1,815.00

Created

Today · 3 invoices created · 1 paid · 1 to fix

Sample

3Sync log

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

Inside Deal to Invoice

Everything You Get, Set Up for You.

10founding places, each one set up by hand

Switch this onConnect HubSpotDeals, quotes, products and companies.

Switch this onConnect Exact or XeroWhere your invoices are created.

Switch this onProduct mappingHubSpot products matched to your item codes and VAT.

Switch this onOverdue badgeDays overdue on the deal and the company.

Switch this onSync logEvery invoice created, and any errors.

Switch this onConnect HubSpotDeals, quotes, products and companies.

Switch this onConnect Exact or XeroWhere your invoices are created.

Switch this onProduct mappingHubSpot products matched to your item codes and VAT.

Switch this onOverdue badgeDays overdue on the deal and the company.

Switch this onSync logEvery invoice created, and any errors.

Switch this onConnect HubSpotDeals, quotes, products and companies.

Switch this onConnect Exact or XeroWhere your invoices are created.

Switch this onProduct mappingHubSpot products matched to your item codes and VAT.

Switch this onOverdue badgeDays overdue on the deal and the company.

Switch this onSync logEvery invoice created, and any errors.

Switch this onConnect HubSpotDeals, quotes, products and companies.

Switch this onConnect Exact or XeroWhere your invoices are created.

Switch this onProduct mappingHubSpot products matched to your item codes and VAT.

Switch this onOverdue badgeDays overdue on the deal and the company.

Switch this onSync logEvery invoice created, and any errors.

IncludedInvoices from dealsCustomer, lines, prices and discounts taken from the deal or the accepted quote.

IncludedProduct mappingEach HubSpot product matched to an item code, VAT rate and revenue ledger in your package.

IncludedPayment status in HubSpotInvoice number, status, amount due and days overdue on the deal and the company.

IncludedAn overdue badgeAccount managers see who hasn’t paid before they ring a client.

IncludedThe sync logEvery invoice created, and any errors in plain words.

IncludedA person to askTim and the team set up every one of the first 10 firms by hand.

IncludedInvoices from dealsCustomer, lines, prices and discounts taken from the deal or the accepted quote.

IncludedProduct mappingEach HubSpot product matched to an item code, VAT rate and revenue ledger in your package.

IncludedPayment status in HubSpotInvoice number, status, amount due and days overdue on the deal and the company.

IncludedAn overdue badgeAccount managers see who hasn’t paid before they ring a client.

IncludedThe sync logEvery invoice created, and any errors in plain words.

IncludedA person to askTim and the team set up every one of the first 10 firms by hand.

IncludedInvoices from dealsCustomer, lines, prices and discounts taken from the deal or the accepted quote.

IncludedProduct mappingEach HubSpot product matched to an item code, VAT rate and revenue ledger in your package.

IncludedPayment status in HubSpotInvoice number, status, amount due and days overdue on the deal and the company.

IncludedAn overdue badgeAccount managers see who hasn’t paid before they ring a client.

IncludedThe sync logEvery invoice created, and any errors in plain words.

IncludedA person to askTim and the team set up every one of the first 10 firms by hand.

IncludedInvoices from dealsCustomer, lines, prices and discounts taken from the deal or the accepted quote.

IncludedProduct mappingEach HubSpot product matched to an item code, VAT rate and revenue ledger in your package.

IncludedPayment status in HubSpotInvoice number, status, amount due and days overdue on the deal and the company.

IncludedAn overdue badgeAccount managers see who hasn’t paid before they ring a client.

IncludedThe sync logEvery invoice created, and any errors in plain words.

IncludedA person to askTim and the team set up every one of the first 10 firms by hand.

We set up our first 10 customers by hand. Pick a plan and join them.

Founding offer

Founding customers pay half for the first 12 months. Nothing is charged until it’s live for you. Cancel any time.

Pricing

Priced by Invoices a Month.

From €49 a month for up to 50 invoices. We do the setup, and founding firms pay half for the first 12 months.

€49a month€24.50 for founding firmsSee pricing

Questions

Frequently Asked Questions

Write to Tim. You get an answer from a person, usually the same day.

Is it on the HubSpot marketplace?

Not yet. We set up the first firms by hand.

Which accounting packages?

Exact Online first, then Xero and QuickBooks.

Draft or final invoices?

Your choice. You can start with drafts and switch to final invoices once you trust the setup.

Credit notes and other currencies?

Tell us what you need. We’re building these with the first firms.

We’re a HubSpot partner agency, can we offer it to clients?

Yes, ask us about the partner plan.

Stop Retyping Deals.

See a closed won deal become a draft invoice, and the payment status come back, in one minute.

Watch the video