Invoice/Order Settings

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Why Invoice/Order Sync Rules Matter

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Setting Up Invoice/Order Sync Rules

1

Navigate to Invoice/Order sync rules

Go to the Invoice/Order sync rules tab in your integration settings

2

Define the three key elements for each rule

For each rule, configure the following:

• Pipeline — select the HubSpot pipeline you want to trigger from.
• Deal Stage — choose the specific stage in the pipeline that will trigger the integration.
• Generate — decide whether to create a draft invoice, quote or a order in e-conomic.

Once selected your preferred settings Click “Add Pipeline”.

3

Add multiple rules if needed

You can add multiple rules for different pipelines or stages as needed.

4

Save your changes

You can attach PDFs of your successfully generated invoices to the deal by clicking “Attach a PDF of the invoice in deal”.

After setting up your rules, save your changes to apply them.

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Invoice/Order/Quote Field Mappings

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Why Invoice/Order/Quote Field Mappings Matter

• Ensure data consistency — match the right information between HubSpot and e-conomic.
• Customize for your needs — adapt the integration to fit your unique invoicing process.
• Save time — automate the transfer of invoice data, reducing manual entry and potential errors.
• Guarantee accuracy — correct field mapping is crucial for ensuring accurate invoices in e-conomic.

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Setting Up Invoice/Order Field Mappings

1

Click “Edit”

2

Select the option from the drop-down box.

3

Click “Save” once you have edited your preferred options.

4

Click “Save Mappings” to confirm your settings and apply the configured field mappings.