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The Visma e-conomic integration by Cloudify facilitates one-click creation of invoices, quotes or orders directly from HubSpot deals, irrespective of the deal stage. Selecting I’ll do it manually skips automation and takes you to the Cloudify Dashboard, allowing you to update invoices from any HubSpot deal stage.
Select I'll do it manually to skip automation and go to the Cloudify Dashboard

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Manual Sync via the Dashboard

Once you click Dashboard, follow these steps to complete a manual sync:
Cloudify Dashboard showing deals available for manual sync
1

Access the invoice

Go to any invoice on the dashboard you wish to update and click Review and Sync. The manual sync window will immediately appear on your screen.
Click Review and Sync on any invoice to open the manual sync window
2

Enter basic details

Ensure customer, currency, layout, and delivery details are correctly selected
Select contact, currency, tax, and account details
3

Complete Details

Review and update date, payment terms, delivery info, references, and line items, then choose the appropriate action (Invoice, Quote, or Order) to proceed
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4

Add products

Add new products using the “Add Line Item” button to select from e-conomic or modify existing ones by deleting or cloning. You can also apply discounts for a customized and final invoice, order quote.
Click + Add Line Item to add products, or Customize Accounts, Taxes and Amounts for item-level adjustments
5

Adjust the invoice (Optional)

Click the three-dots menu to Split your invoice by percentage or Duplicate it.
Use the three-dots menu to Split or Duplicate the invoice
6

Finish and sync

Click Sync to push the draft to e-conomic. You can view the final invoice in the deal’s attachments or notes.
Click Save Progress to save for later, or Sync to Xero to push the invoice