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Invoice/Order Settings allow you to define how invoices and orders are created and mapped between HubSpot and Microsoft Business Central.

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Invoice/Order Sync Rules

These rules determine when invoices or orders are generated based on your HubSpot deal pipeline.

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Why Invoice/Order Sync Rules Matter

  • Automate invoice/order creation at the right stage in your sales process
  • Ensure data consistency between HubSpot and Business Central
  • Reduce manual work and errors
1
Navigate to the Invoice/Order Sync Rules tab in your integration settings.
Invoice Order Sync Rules Tab
2
Click Add Pipeline to create a new rule.
Add Pipeline
3
Select a Pipeline from HubSpot.
Select Pipeline
4
Choose the Deal Stage that will trigger invoice or order creation.
Select Deal Stage
5
Select whether to generate a Draft Invoice or Draft Order in Business Central.
Select Order or Invoice
6
Click Save after configuring your rules.

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Invoice/Order Field Mappings

Field mapping ensures that the correct data is transferred from HubSpot to Business Central.

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Why Field Mapping Matters

  • Ensures accurate invoice creation
  • Matches correct fields between systems
  • Reduces manual corrections
1
Navigate to the Invoice/Order Field Mappings tab.
Field Mapping Tab
2
Review the available mapping sections:
  • Notes and References
  • Delivery Address
  • Billing Address
3
Click Edit to modify a field mapping or Delete to remove it.
Edit Mapping
4
Ensure key fields are mapped correctly:
  • Notes Headline
  • References (Purchase Order Number)
  • Invoice Date
  • Delivery & Billing Addresses
5
Click Save Mappings to apply your changes.
Save Mapping
Correct field mapping is essential to ensure accurate invoice creation in Microsoft Business Central. Always test your configuration before going live.
Got unique integration needs?
Our custom team can build tailored integrations, specialized data mappings, and workflow automations to perfectly match your specific business processes.Advanced Integration Setting