> ## 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/Quote Sync Settings

<Steps>
  <Step stepNumber={1}>
    Click **"Select a Pipeline"**. Choose the relevant pipeline.

    <img src="https://mintcdn.com/cloudify-c7720744/mtxbn9X54oYbauYc/images/image-104.png?fit=max&auto=format&n=mtxbn9X54oYbauYc&q=85&s=acb371bacf1e0bb96ba18c28c54a9643" alt="Main dashboard interface" style={{ height:"100%",width:"100%",borderRadius:"15px",border:"1px solid #e2e8f0",padding:"4px" }} width="1873" height="820" data-path="images/image-104.png" />
  </Step>

  <Step stepNumber={2}>
    Select "**Deal Stage**". Choose the relevant Deal stage.

    <img src="https://mintcdn.com/cloudify-c7720744/mtxbn9X54oYbauYc/images/image-105.png?fit=max&auto=format&n=mtxbn9X54oYbauYc&q=85&s=725ac5c68d577fbeb180e829d34bd6c2" alt="Main dashboard interface" style={{ height:"100%",width:"100%",borderRadius:"15px",border:"1px solid #e2e8f0",padding:"4px" }} width="1891" height="871" data-path="images/image-105.png" />
  </Step>

  <Step stepNumber={3}>
    Select Order/Invoice Creation

    <img src="https://mintcdn.com/cloudify-c7720744/mtxbn9X54oYbauYc/images/image-105.png?fit=max&auto=format&n=mtxbn9X54oYbauYc&q=85&s=725ac5c68d577fbeb180e829d34bd6c2" alt="Main dashboard interface" style={{ height:"100%",width:"100%",borderRadius:"15px",border:"1px solid #e2e8f0",padding:"4px" }} width="1891" height="871" data-path="images/image-105.png" />
  </Step>

  <Step stepNumber={4}>
    Click **"Add Pipeline**".

    <img src="https://mintcdn.com/cloudify-c7720744/mtxbn9X54oYbauYc/images/image-106.png?fit=max&auto=format&n=mtxbn9X54oYbauYc&q=85&s=152fab302312ad6961f74b3f9c8b75f5" alt="Main dashboard interface" style={{ height:"100%",width:"100%",borderRadius:"15px",border:"1px solid #e2e8f0",padding:"4px" }} width="1891" height="871" data-path="images/image-106.png" />
  </Step>

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

    <img src="https://mintcdn.com/cloudify-c7720744/mtxbn9X54oYbauYc/images/image-108.png?fit=max&auto=format&n=mtxbn9X54oYbauYc&q=85&s=9c70d3f6922ce767a02e648e4c88b377" alt="Main dashboard interface" style={{ height:"100%",width:"100%",borderRadius:"15px",border:"1px solid #e2e8f0",padding:"4px" }} width="1919" height="936" data-path="images/image-108.png" />
  </Step>
</Steps>

## Invoice/Quotes Field Mappings

This option allows you to align and transfer invoice-related data from HubSpot to Xero, giving you control over how each piece of data is represented in the invoicing process. This ensures that every detail from HubSpot corresponds accurately to the related field in Xero, facilitating a consistent and error-free invoicing workflow.

<Steps>
  <Step stepNumber={1}>
    Click "**Edit**"

    <img src="https://mintcdn.com/cloudify-c7720744/mtxbn9X54oYbauYc/images/image-109.png?fit=max&auto=format&n=mtxbn9X54oYbauYc&q=85&s=74f3fc65a55beccc48cffedf8cbd8aa7" alt="Main dashboard interface" style={{ height:"100%",width:"100%",borderRadius:"15px",border:"1px solid #e2e8f0",padding:"4px" }} width="1919" height="936" data-path="images/image-109.png" />
  </Step>

  <Step stepNumber={2}>
    Select the option from the drop-down box.

    <img src="https://mintcdn.com/cloudify-c7720744/mtxbn9X54oYbauYc/images/image-110.png?fit=max&auto=format&n=mtxbn9X54oYbauYc&q=85&s=34a515e574ea5a55a652639ab18a9e8f" alt="Main dashboard interface" style={{ height:"100%",width:"100%",borderRadius:"15px",border:"1px solid #e2e8f0",padding:"4px" }} width="1919" height="934" data-path="images/image-110.png" />
  </Step>

  <Step stepNumber={3}>
    Click "**Save**".

    <img src="https://mintcdn.com/cloudify-c7720744/mtxbn9X54oYbauYc/images/image-112.png?fit=max&auto=format&n=mtxbn9X54oYbauYc&q=85&s=75ceecf11bd3919f8f00999b0027cdab" alt="Main dashboard interface" style={{ height:"100%",width:"100%",borderRadius:"15px",border:"1px solid #e2e8f0",padding:"4px" }} width="1919" height="937" data-path="images/image-112.png" />
  </Step>

  <Step>
    Click "**Save Mappings**".

    <img src="https://mintcdn.com/cloudify-c7720744/mtxbn9X54oYbauYc/images/image-113.png?fit=max&auto=format&n=mtxbn9X54oYbauYc&q=85&s=fa47b52319b90d804339f8ac0a02ff6f" alt="Main dashboard interface" style={{ height:"100%",width:"100%",borderRadius:"15px",border:"1px solid #e2e8f0",padding:"4px" }} width="1918" height="936" data-path="images/image-113.png" />
  </Step>
</Steps>

<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 settings](https://custom.cloudify.biz/)
</Tip>