For service businesses in particular, integrating an invoice management solution with your CRM brings a lot to the table.
For one, you can get a more accurate representation of revenue flowing in and out at any given time.
You can also take advantage of smart invoicing in various integrations that can really optimize your deal to cash. This takes the effort (and the errors) out of the invoicing process, no matter how complex your billing can get.
With HubSpot-integrated invoicing, you can keep all your billing under one digital roof. For example, you can seamlessly pull your contact info from HubSpot into your billing details, so that you don’t waste time on data re-entry.
(Read more about why every small business should integrate invoicing with their CRM.)
If you’re a HubSpot business, you can use HubSpot’s free invoice feature to manage your billing, as many people do.
However, this functionality won’t extend to the project side, which is why many professional service businesses choose to integrate an invoicing solution with HubSpot
How to do it? If you want to integrate invoicing software with HubSpot, you can go the route of a third-party connector like Zapier or Unito. Be advised, that this can involve lots of workarounds and too much work on the backend for most small businesses.
To get a solid integration out of the box, you need to use an invoicing tool that provides a native integration with HubSpot.
Though it won’t apply in all situations, native integrations are usually the best path forward. For HubSpot users, they offer more of the functionality they need than what HubSpot’s native invoicing currently provides.
Below is a list of the top 10 native invoicing integrations available for HubSpot in 2024, along with pros, cons, pricing, review consensus, and what you can do with each for billing.
Top 10 HubSpot Invoicing Integrations in 2024
FYI: At PSOhub, we periodically review software solutions for our own market research and to benefit our readers. PSOhub is not paid a commission by any software company featured in this list, nor in any other review written by us. Instead, our user reviews simply present an honest look at what the market currently offers by way of software solutions, price points, features, etc. For more details, read PSOhub’s editorial process for software reviews.
Invoicing & Accounting
Invoice Stack is by far and away the highest-rated HubSpot invoicing solution. It connects with both Xero and QuickBooks via a two-way data sync that can help you automate virtually every step of the invoicing process.
No matter what type of billing you do, Invoice Stack has the flexibility to handle it. And while it’s fairly easy to use, the brand’s support is known to help people really dial in on what they want as far as automation.
The Xero and QuickBooks integrations with HubSpot for invoicing don’t do much, so if that’s your accounting software, Invoice Stack will help your efficiency with invoice management.
What you can do:
Pros:
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Pricing: Starts at $49 per month with free trial
Review Consensus:
Invoice Stack seems to solve everyone’s invoicing issues, earning an unheard-of 4.9 of 5 from verified HubSpot users.
Invoicing & Project Management
PSOhub earns a high spot on the list because the software was designed with HubSpot users in mind. The integration is perhaps the most seamless you can find, featuring a two-way data sync and functionality you can’t find with other HubSpot invoicing solutions.
One such example is the ticket-to-cash feature that lets teams track their time directly in the HubSpot Service Hub. Just a click will do with the built-in button.
Furthermore, since PSOhub includes contract management, the software will automatically tie this time to the correct service agreement in the system. If any hours go over and fall into the billable category, PSOhub will automatically generate an invoice.
What you can do:
Pros:
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Pricing: Starts at $25 pu/pm
Review Consensus:
The PSOhub integration with HubSpot has the second-highest scoring reviews on this list, beaten out only by Invoice Stack. Verified users overall give the two-way sync a 4.6 of 5, remarking that the great support and automated invoicing are top-notch.
Invoicing, Quoting & Accounting Software
Paycove provides a seamless invoicing integration with HubSpot that features two-way data syncs across the board. This sets it apart from most HubSpot invoicing tools that will only provide two-way syncs across one or two data exchanges.
Paycove is also highly rated by users of the HubSpot integration. Any piece of information you need easily goes to either side without any workarounds. This makes Paycove a real winner for total visibility into cash flow.
What you can do:
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Pricing: Starts at $300 per month
Review Consensus: Verified users consistently rate the HubSpot Paycove integration above 4 stars. Many remarks on how Paycove saves their businesses valuable time with invoice automation.
Invoice & Billing Software
Stax Bill is the perfect fit for subscription-based businesses, as it was designed specifically with these pricing models in mind.
Too often, hybrid invoicing models require lots of work to configure in a solution, as there historically had not been out-of-box tools to handle all the variables.
This issue is precisely what motivated the creators of Stax Bill to create a flexible invoicing tool that could handle all kinds of billing situations.
The Stax Bill developers put a significant amount of thought into this integration, doing deep-dive research to understand what HubSpot users really need from an invoicing solution.
What you can do:
Pros:
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Pricing:
Starts at $199 per month
Review Consensus:
We couldn’t find any recent reviews for the StaxBill-HubSpot integration that can be verified.
Invoicing
Perhaps the biggest benefit of Zoho Invoice is that it’s free. For a free invoicing solution, it offers quite a bit of functionality, especially with the HubSpot integration.
Zoho Invoice provides expense tracking, a customer portal, and pretty much everything a small business needs to take care of their billing.
For HubSpot users in particular, this integration will solve the problem of using multiple currencies for HubSpot invoicing. It’s worth a shot if you want to save some serious cash.
What you can do:
Pros:
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Pricing: FREE
Review Consensus:
All in all, users give the Zoho Invoice integration for HubSpot an average rating, as it seemingly does the trick, but doesn’t offer the bells and whistles by way of automation.
Invoicing & Project Management
Projectworks is a project management solution that includes invoicing, along with a one-way HubSpot sync.
While the integration leaves a bit to be desired (essentially all it does is help you automatically create a project based on HubSpot data), Projectworks itself provides a stellar invoice management feature.
Companies with complex billing situations and service businesses are the best contenders for Projectworks. You can use the integration with HubSpot to configure automated invoicing in the CRM, but it will take some workaround.
What you can do:
Pros:
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Pricing: $333/month for HubSpot integration
Review Consensus:
The Projectworks integration for HubSpot currently has limited user reviews, and it doesn’t look like anyone is benefitting from the invoicing feature (or wanting to discuss it).
Invoicing & Accounting
FreshBooks is an affordable accounting solution that provides a bidirectional sync with HubSpot. Compared to QuickBooks and Xero, you can do more with this integration in the invoicing department (which is why it’s higher on the list).
For example, you can see in HubSpot when a client has paid their invoice in FreshBooks. To go further, utilize the custom field mapping to pick and choose which data you want going back and forth.
What you can do:
Pros:
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Pricing:
Starts at $7.60 per month
Review Consensus:
There are currently a limited number of verified reviews for the FreshBooks invoicing integration with HubSpot. Those that are available say that the sync is useful, but needs a lot of improvement.
Billing & Financials Operations for B2B SaaS
SaaS providers love Maxio, as its invoicing functionality is built specifically with these types of businesses in mind. With the HubSpot integration, Maxio can automate the invoicing process, regardless of how nuanced the contract is.
What you can do:
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Pricing:
Starts at $5k per year
Review Consensus:
Overall, the Maxio integration for HubSpot is well-received, with verified users praising its flexible billing and invoice automation.
Invoicing & Accounting Software
QuickBooks Online is currently the most popular invoicing integration for HubSpot. They’re the household name that millions the world over trust to handle their accounting.
You can get more project management features at the higher pricing tiers with QuickBooks Online, including time tracking and profitability tracking.
*Note that the invoices themselves only sync one way with this integration. Also, we saw various user reviews for this integration that say the two-way sync does not work for them, so proceed with caution.
What you can do:
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Pricing: Starts at $12.50 per month for HubSpot integration
Review Consensus:
Admittedly, the verified online reviews for this integration are pretty dismal. The HubSpot-Quickbooks invoicing integration is consistently rated around 2.5 out of 5 by users.
It looks like anyone with any kind of nuanced needs has a real problem getting any value from this integration, as many end up going through a third party anyway to configure what they need.
Invoicing & Accounting
Next to QuickBooks, Xero is one of the most popular accounting software solutions for small and large businesses alike.
Xero offers bonafide invoice management that can track your invoices and send reminders. The problem is, the integration with HubSpot just isn’t strong enough to make it seamless.
With the Xero integration for HubSpot, essentially all that happens is that your Xero contacts get pushed to HubSpot. You can’t send a quote from HubSpot to Xero, which makes this invoicing solution somewhat futile for businesses who live in HubSpot day in and day out.
What you can do:
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Pricing: Starts at $11 per month
Review Consensus:
Verified users don’t speak too kindly about the Xero integration for HubSpot invoicing. The current score is 2.2 out of 5, and many complain that there isn’t enough functionality to be useful.
How did we come up with this list? It’s simple. We ranked the available HubSpot invoicing tools with a native integration based on the following criteria:
HubSpot does offer a free invoicing feature. However, only merchants who have HubSpot payments or Stripe can create their invoices manually.
A HubSpot invoicing integration will offer invoice management that’s connected with the HubSpot CRM. This enables users to keep their invoice data together on both the sales and service side, which means more accurate forecasting and revenue tracking.
For most growing service businesses, the native HubSpot invoicing feature is not enough. Choosing an integrated invoicing tool can help you avoid errors and get paid correctly and on time.
Some of the HubSpot invoicing integrations on our list are industry-specific– One is designed for SaaS providers, another for professional services, etc. First, check out these options based on your niche.
Next, think about the cost and what you want from the integration. Sometimes, more functionality will bump the price higher, but it can offer enough ROI to make it worthwhile.
Finally, take the invoicing solution for a test drive, making sure it integrates with your accounting software. This way you can see if it has everything you want before making a big commitment.