> ## 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 > Create invoices or quotes directly from any HubSpot deal stage using the Cloudify one-click feature or the manual sync dashboard. The HubSpot Xero integration by Cloudify facilitates one-click creation of invoices or quotes 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 Select I'll do it manually to skip automation and go to the Cloudify Dashboard *** ## 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 Cloudify Dashboard showing deals available for manual sync 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 Click Review and Sync on any invoice to open the manual sync window Select your contact, currency, tax, and account details to get started. Select contact, currency, tax, and account details Select contact, currency, tax, and account details Choose specific details such as the **Invoice date**, **Due date**, **Status**, and **Tax preferences**. Screenshot 2026 04 12 005510 Click **+ Add Line Item** to include products in your draft. To adjust specific item settings, click **Customize Accounts, Taxes and Amounts**. You can only use the **+ Add Line Item** button for products that are already present in Xero. Click + Add Line Item to add products, or Customize Accounts, Taxes and Amounts for item-level adjustments Click + Add Line Item to add products, or Customize Accounts, Taxes and Amounts for item-level adjustments Click the **three-dots menu** to **Split** your invoice by percentage or **Duplicate** it. The option to split an invoice is only available while it remains in **DRAFT** status. Use the three-dots menu to Split or Duplicate the invoice Use the three-dots menu to Split or Duplicate the invoice Click **Sync** to push the draft to Xero. 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 Click Save Progress to save for later, or Sync to Xero to push the invoice ***