> ## 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.

# One Click Invoice/Quote

You can access the manual sync window directly within HubSpot through UI Extensions. Follow the steps below to add this panel to your HubSpot view.

***

## Setting Up the UI Extension

<Steps>
  <Step title="Open a Deal in HubSpot">
    <Frame>
      ![Open any Deal in HubSpot](https://framerusercontent.com/images/vbZbHpsgoeQtut0KAEPoBXfqoI0.png)
    </Frame>
  </Step>

  <Step title="Customize the Default view">
    Click **Customize** and select **Default view**.

    <Frame>
      ![Click Customize in the Deal view](https://framerusercontent.com/images/vK9i7hqnnQlTHgfZcC6SygPOgc.png)
    </Frame>

    <Frame>
      ![Select Default view from the Customize menu](https://framerusercontent.com/images/UdMaxpY16KX8hEEFjSK12Rbtcw8.png)
    </Frame>
  </Step>

  <Step title="Add a new card">
    Under **Edit layout**, click the **+** icon where you want to place the card.

    <Frame>
      ![Click the + icon in Edit layout to add a new card](https://framerusercontent.com/images/7Q6GYJUVE4n01fKTpXA6KeLKY.png)
    </Frame>
  </Step>

  <Step title="Search for and add the Cloudify card">
    Search for **Xero by Cloudify** in the Card Library, then click **Add card**.

    <Frame>
      <img alt="Search for Visma e-conomic by Cloudify in the Card Library and click Add card" lightAlt="Search for Visma e-conomic by Cloudify in the Card Library and click Add card" darkAlt="Search for Visma e-conomic by Cloudify in the Card Library and click Add card" src="https://mintcdn.com/cloudify-c7720744/vbRT_M1td7Th601K/images/Screenshot-2026-04-12-122027.png?fit=max&auto=format&n=vbRT_M1td7Th601K&q=85&s=23b5e67f7eea6b3c79f8cd046b6a348f" className="dark:hidden" width="1378" height="834" data-path="images/Screenshot-2026-04-12-122027.png" />

      <img alt="Search for Visma e-conomic by Cloudify in the Card Library and click Add card" lightAlt="Search for Visma e-conomic by Cloudify in the Card Library and click Add card" darkAlt="Search for Visma e-conomic by Cloudify in the Card Library and click Add card" src="https://framerusercontent.com/images/hKaNpiG5iKpY50AmTHOSme3tJpE.png" className="hidden dark:block" />
    </Frame>
  </Step>

  <Step title="Save and Exit">
    Click **Save and Exit** to apply the layout changes.

    <Frame>
      <img alt="Click Save and Exit to save the layout" lightAlt="Click Save and Exit to save the layout" darkAlt="Click Save and Exit to save the layout" src="https://mintcdn.com/cloudify-c7720744/vbRT_M1td7Th601K/images/Screenshot-2026-04-12-122211.png?fit=max&auto=format&n=vbRT_M1td7Th601K&q=85&s=8af26d9b7fa6bc7ab644bb7bde37cbe9" className="dark:hidden" width="1705" height="727" data-path="images/Screenshot-2026-04-12-122211.png" />

      <img alt="Click Save and Exit to save the layout" lightAlt="Click Save and Exit to save the layout" darkAlt="Click Save and Exit to save the layout" src="https://framerusercontent.com/images/m79OClGDgBuamarXVwMUwUDOWLo.png" className="hidden dark:block" />
    </Frame>
  </Step>
</Steps>

***

## Creating an Invoice, Order, or Quote

<Steps>
  <Step title="Access the UI extension">
    Access the UI extension under the **Overview** tab of any Deal.

    <Frame>
      <img alt="Access the Visma e-conomic by Cloudify UI extension under the Overview tab" lightAlt="Access the Visma e-conomic by Cloudify UI extension under the Overview tab" darkAlt="Access the Visma e-conomic by Cloudify UI extension under the Overview tab" src="https://mintcdn.com/cloudify-c7720744/vbRT_M1td7Th601K/images/Screenshot-2026-04-12-122445.png?fit=max&auto=format&n=vbRT_M1td7Th601K&q=85&s=67190dc7bb6fd8bcb78564e480e088e8" className="dark:hidden" width="1672" height="598" data-path="images/Screenshot-2026-04-12-122445.png" />

      <img alt="Access the Visma e-conomic by Cloudify UI extension under the Overview tab" lightAlt="Access the Visma e-conomic by Cloudify UI extension under the Overview tab" darkAlt="Access the Visma e-conomic by Cloudify UI extension under the Overview tab" src="https://framerusercontent.com/images/o2ppeC2e1WS6ABs3U05GchylZc.png" className="hidden dark:block" />
    </Frame>
  </Step>

  <Step title="Create or update a record">
    Use **Update** or **Create Invoice or Quote** to manually sync your records to Xero.

    <Frame>
      <img alt="Use Update or Create Invoice, Order or Quote to sync records to e-conomic" lightAlt="Use Update or Create Invoice, Order or Quote to sync records to e-conomic" darkAlt="Use Update or Create Invoice, Order or Quote to sync records to e-conomic" src="https://mintcdn.com/cloudify-c7720744/vbRT_M1td7Th601K/images/Screenshot-2026-04-12-123110.png?fit=max&auto=format&n=vbRT_M1td7Th601K&q=85&s=a528d9433c5dcdaebfb7d155dc29d5c4" className="dark:hidden" width="945" height="369" data-path="images/Screenshot-2026-04-12-123110.png" />

      <img alt="Use Update or Create Invoice, Order or Quote to sync records to e-conomic" lightAlt="Use Update or Create Invoice, Order or Quote to sync records to e-conomic" darkAlt="Use Update or Create Invoice, Order or Quote to sync records to e-conomic" src="https://framerusercontent.com/images/It17yfpKmby14sCNaYd1rUDJafY.png" className="hidden dark:block" />
    </Frame>
  </Step>

  <Step title="Finalize and sync">
    Finalize the changes, select **Sync** to synchronize the invoice or quote, then select **Proceed**.

    <Frame>
      <img alt="Select Sync to synchronize the record" lightAlt="Select Sync to synchronize the record" darkAlt="Select Sync to synchronize the record" src="https://mintcdn.com/cloudify-c7720744/vbRT_M1td7Th601K/images/j9sKbByvCQfN0wWQDmChWEw8gOc.jpg?fit=max&auto=format&n=vbRT_M1td7Th601K&q=85&s=e2d0fc9876a18b86765e4f7448abe36c" className="dark:hidden" width="1519" height="838" data-path="images/j9sKbByvCQfN0wWQDmChWEw8gOc.jpg" />

      <img alt="Select Sync to synchronize the record" lightAlt="Select Sync to synchronize the record" darkAlt="Select Sync to synchronize the record" src="https://framerusercontent.com/images/DmEH1SX0VNUTFiEX4R0Dy88eQB8.png" className="hidden dark:block" />
    </Frame>
  </Step>

  <Step title="Confirm success">
    A success window will appear confirming that the sync has been triggered. Wait a few seconds and reload the page to check the updated status.

    <Frame>
      ![Success window confirming the sync has been triggered](https://framerusercontent.com/images/IAUwuVaTd0RI75D3liqSAMG5Y.png)
    </Frame>

    Your invoice or quote has been successfully created in Xero!
  </Step>
</Steps>