> ## 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

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

***

## Invoice/Order Sync Rules

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

### 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

<Steps>
  <Step>
    Navigate to the **Invoice/Order Sync Rules** tab in your integration settings.

    <Frame>
      <img src="https://mintcdn.com/cloudify-c7720744/lRTr_M2dXHvDjacU/images/Screenshot-2026-08-06-125548.jpeg?fit=max&auto=format&n=lRTr_M2dXHvDjacU&q=85&s=be837e72c3583d5cb0dc0245bcf37dda" alt="Screenshot 2026 08 06 125548" width="747" height="571" data-path="images/Screenshot-2026-08-06-125548.jpeg" />
    </Frame>
  </Step>

  <Step>
    Click **Add Pipeline** to create a new rule.

    <Frame>
      <img src="https://mintcdn.com/cloudify-c7720744/lRTr_M2dXHvDjacU/images/Screenshot-2026-08-06-125631.jpeg?fit=max&auto=format&n=lRTr_M2dXHvDjacU&q=85&s=1609f8dc348f0a4583d21a244edad377" alt="Screenshot 2026 08 06 125631" width="733" height="555" data-path="images/Screenshot-2026-08-06-125631.jpeg" />
    </Frame>
  </Step>

  <Step>
    Choose the **Deal Stage** that will trigger invoice or order creation.

    <Frame>
      <img src="https://mintcdn.com/cloudify-c7720744/lRTr_M2dXHvDjacU/images/Screenshot-2026-08-06-125724.jpeg?fit=max&auto=format&n=lRTr_M2dXHvDjacU&q=85&s=4cd3b0a87a8b840803ce04e33eab7adb" alt="Screenshot 2026 08 06 125724" width="745" height="555" data-path="images/Screenshot-2026-08-06-125724.jpeg" />
    </Frame>
  </Step>

  <Step>
    Select whether to generate a **Draft Invoice** or **Draft Order** in Business Central.

    <Frame>
      <img src="https://mintcdn.com/cloudify-c7720744/lRTr_M2dXHvDjacU/images/Screenshot-2026-08-06-125812.jpeg?fit=max&auto=format&n=lRTr_M2dXHvDjacU&q=85&s=c1ea608272410a6996ff676c6f4422a9" alt="Screenshot 2026 08 06 125812" width="766" height="573" data-path="images/Screenshot-2026-08-06-125812.jpeg" />
    </Frame>
  </Step>

  <Step>
    Click **Save** after configuring your rules.
  </Step>
</Steps>

***

## Invoice/Order Field Mappings

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

### Why Field Mapping Matters

* Ensures accurate invoice creation
* Matches correct fields between systems
* Reduces manual corrections

<Steps>
  <Step>
    Navigate to the **Invoice/Order Field Mappings** tab.

    <Frame>
      <img src="https://mintcdn.com/cloudify-c7720744/bAd4u35oxk1hTPhg/images/Screenshot-2026-08-06-125948.jpeg?fit=max&auto=format&n=bAd4u35oxk1hTPhg&q=85&s=2375b72e835e04a131f1341212653df0" alt="Screenshot 2026 08 06 125948" width="793" height="595" data-path="images/Screenshot-2026-08-06-125948.jpeg" />
    </Frame>
  </Step>

  <Step>
    Review the available mapping sections:

    * Notes and References
    * Delivery Address
    * Billing Address
  </Step>

  <Step>
    Click **Edit** to modify a field mapping or **Delete** to remove it.
  </Step>

  <Step>
    Ensure key fields are mapped correctly:

    * Notes Headline
    * References (Purchase Order Number)
    * Invoice Date
    * Delivery & Billing Addresses
  </Step>

  <Step>
    Click **Save Mappings** to apply your changes.
  </Step>
</Steps>

***

<Note>
  Correct field mapping is essential to ensure accurate invoice creation in Microsoft Business Central. Always test your configuration before going live.
</Note>

<Tip>
  **Got unique integration needs?**<br />Our custom team can build tailored integrations, specialized data mappings, and workflow automations to perfectly match your specific business processes.

  [Advanced Integration Setting](https://custom.cloudify.biz/)
</Tip>
