Billing templatesAutomate QuickBooks invoices from HubSpot deals
When a deal closes in HubSpot, Modern finds or creates the customer in QuickBooks, drafts the invoice with the right products, prices, discounts and terms, and sends it once you approve.
TriggerWhen a deal closes
Steps5 steps, from trigger to sign-off
ControlBilling lead approves every invoice
Free to start. No card needed.
When a deal closesThe instruction
“When a deal moves to Closed won in HubSpot, find or create the customer in QuickBooks using the company and billing contact. Draft an invoice with the line items, prices, discounts and payment terms from the deal. Check the total matches the deal amount, ask the billing lead to approve, then email it to the billing contact.”
Works with every major ERP
- +100 more
How it runs
5 steps from trigger to sign-off
- 01
Watch closed deals
Picks up each deal the moment it moves to Closed won in HubSpot.
HubSpot - 02
Find the customer
Matches the company to a QuickBooks customer, or drafts a new one.
QuickBooks - 03
Draft the invoice
Creates the invoice with line items, prices, discounts and terms from the deal.
QuickBooks - 04
Check against the deal
Confirms the total, tax and terms match the deal and flags any difference.
Modern - 05
Approve and send
The billing lead approves, then Modern emails the invoice and links it to the deal.
QuickBooks
Replaces workflow automation software
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FAQs
Invoice deals the moment they close: FAQs
Can’t find what you’re looking for? Send us a message and a person on the team will answer.
You describe the job in plain English instead of mapping fields. Modern handles missing customers, unusual line items and mismatched totals, and asks before anything is sent.
Modern asks the deal owner in HubSpot or Slack for the missing details before drafting the invoice.
Yes. Modern can watch deals in Salesforce or HubSpot and invoice in Xero, NetSuite, Sage or QuickBooks.