> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cloudify.biz/llms.txt
> Use this file to discover all available pages before exploring further.

# Invoice/Order Settings

> Configure how invoices and orders are automatically created in e-conomic based on your HubSpot pipeline stages, and map the right fields for accurate invoicing.

## Why Invoice/Order Sync Rules Matter

<CardGroup cols={3}>
  <Card title="Automate invoice creation" icon="bolt">
    Trigger invoice or order creation in e-conomic at exactly the right moment in your sales process.
  </Card>

  <Card title="Ensure data consistency" icon="arrows-rotate">
    Automatically create or update customer information in e-conomic based on your HubSpot deals.
  </Card>

  <Card title="Save time" icon="clock">
    Eliminate manual data entry and reduce the risk of errors across both platforms.
  </Card>
</CardGroup>

***

## Setting Up Invoice/Order Sync Rules

<Steps>
  <Step title="Navigate to Invoice/Order sync rules">
    Go to the **Invoice/Order sync rules** tab in your integration settings

    <Frame>
      <img src="https://mintcdn.com/cloudify-c7720744/vbRT_M1td7Th601K/images/Screenshot-2026-04-11-185228.png?fit=max&auto=format&n=vbRT_M1td7Th601K&q=85&s=b94412252bd6fc97ee2aa2b91b22a261" alt="Screenshot 2026 04 11 185228" width="1552" height="540" data-path="images/Screenshot-2026-04-11-185228.png" />
    </Frame>
  </Step>

  <Step title="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**".

    <Frame>
      <img src="https://mintcdn.com/cloudify-c7720744/vbRT_M1td7Th601K/images/Screenshot-2026-04-11-185319.png?fit=max&auto=format&n=vbRT_M1td7Th601K&q=85&s=08b851cd6b3a2d99d4a2af383604a9a7" alt="Screenshot 2026 04 11 185319" width="1642" height="630" data-path="images/Screenshot-2026-04-11-185319.png" />
    </Frame>
  </Step>

  <Step title="Add multiple rules if needed">
    You can add multiple rules for different pipelines or stages as needed.
  </Step>

  <Step title="Save your changes">
    <Note>
      You can attach PDFs of your successfully generated invoices to the deal by clicking "**Attach a PDF of the invoice in deal"**.
    </Note>

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

    <Frame>
      <img src="https://mintcdn.com/cloudify-c7720744/vbRT_M1td7Th601K/images/Screenshot-2026-04-11-185532.png?fit=max&auto=format&n=vbRT_M1td7Th601K&q=85&s=004d70108aab3ad52062dc1504a64eae" alt="Screenshot 2026 04 11 185532" width="1579" height="724" data-path="images/Screenshot-2026-04-11-185532.png" />
    </Frame>
  </Step>
</Steps>

***

## Invoice/Order/Quote  Field Mappings

#### 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.

### Setting Up Invoice/Order Field Mappings

<Steps>
  <Step>
    Click "**Edit**"

    <Frame>
      <img src="https://mintcdn.com/cloudify-c7720744/vbRT_M1td7Th601K/images/Screenshot-2026-04-11-190006.png?fit=max&auto=format&n=vbRT_M1td7Th601K&q=85&s=3fd91e5cb05b04912692faff678be465" alt="Screenshot 2026 04 11 190006" width="1648" height="760" data-path="images/Screenshot-2026-04-11-190006.png" />
    </Frame>
  </Step>

  <Step>
    Select the option from the drop-down box.

    <Frame>
      <img src="https://mintcdn.com/cloudify-c7720744/vbRT_M1td7Th601K/images/Screenshot-2026-04-11-190052.png?fit=max&auto=format&n=vbRT_M1td7Th601K&q=85&s=8dfaf8d6153c0988e677ca10918f3ba0" alt="Screenshot 2026 04 11 190052" width="1534" height="727" data-path="images/Screenshot-2026-04-11-190052.png" />
    </Frame>
  </Step>

  <Step>
    Click "**Save**" once you have edited your preferred options.

    <Frame>
      <img src="https://mintcdn.com/cloudify-c7720744/vbRT_M1td7Th601K/images/Screenshot-2026-04-11-190140.png?fit=max&auto=format&n=vbRT_M1td7Th601K&q=85&s=376149b78339f2e00dab2c969de30763" alt="Screenshot 2026 04 11 190140" width="1579" height="547" data-path="images/Screenshot-2026-04-11-190140.png" />
    </Frame>
  </Step>

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

    <Frame>
      <img src="https://mintcdn.com/cloudify-c7720744/vbRT_M1td7Th601K/images/Screenshot-2026-04-11-190312.png?fit=max&auto=format&n=vbRT_M1td7Th601K&q=85&s=3410a757ef74d2703944f44df982c4ac" alt="Screenshot 2026 04 11 190312" width="1645" height="847" data-path="images/Screenshot-2026-04-11-190312.png" />
    </Frame>
  </Step>
</Steps>

<Note>
  Correct field mapping is essential for ensuring accurate invoices in e-conomic. Review and optimise these mappings regularly. If you're unsure about which fields to map or how to handle specific scenarios, [contact our support team](https://meetings.hubspot.com/cloudify/app-assistance) — we're here to help you get the most out of your integration.
</Note>
