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Hububble x ECPay

Putting the Electronic Invoicing Process Back on the Closing Floor, One Step at a Time from HubSpot

HubSpot x ECPay is an e-invoice integration service specifically designed for HubSpot CRM, allowing you to create drafts, send out invoices, and write back the status and results on the business opportunity page. Business, accounting and supervisors don't have to switch between systems or rely on screenshots to check the progress, the transaction to open all stay in the same line, consistent delivery, clearer reconciliation, and smoother collaboration.
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HubSpot x ECPay Approach

Complete invoicing in HubSpot, with data, processes and records in one place

We've brought the process back to HubSpot from ERP, invoicing systems, and various communication channels, allowing businesses to create draft invoices on the business opportunity page, which automatically brings in information about the company, contact person, and amount of the item, minimizing duplicate entries and transcription errors, and making invoicing a standardized step that can be taken after a deal has been closed.

They all choose us

When invoicing is back in the transaction pipeline, delivery progress will be more stable and faster.

Transaction data can be directly converted to invoice-ready data, and the open status can be written back to the business opportunity. Each invoice is tracked in the right chain of communication, so you don't have to dig through the mail or search for conversation records to hand over or look back.

Proven Excellence

Every invoice has a clear status and every opening is traceable.

Open results and statuses in HubSpot, and you'll be able to track progress, handle exceptions, and look back at history all on the same page, making it easier to maintain data consistency. When you need to check customs or confirm delivery, you'll have a direct line to the source.

Your Trusted Partner for Success

Less manually, more accurately, so that the error rate is reduced and efficiency is increased.

We have systematized the high-risk steps of data movement and counter-checking, so that the data that should be brought in automatically is brought in automatically, and the status that should be recorded is left intact. The business focuses on closing, while the finance department focuses on checking and exception handling, resulting in a more stable process.

Proficient skills

Integration is not just about "working", it's also about how you really work!

We'll design the fields and rules for your invoicing scenarios so that item details and amounts follow the business opportunity data, and we'll incorporate reconciliation information, notes, and internal identifiers into the process to ensure smooth use and long-term maintenance for your team.

Popular Features

Make electronic invoicing a consistent, fast, and trackable daily process in HubSpot

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The starting point of invoicing is back to the business organization, so the data does not need to be split out and retyped again.

Every invoice begins with a single transaction.

Draft invoices are created directly in the HubSpot business opportunity, using the same set of transaction data sources for everything from companies and contacts to items and dollar amounts. Businesses don't have to copy information to other systems, and the finance department can check and track in the same vein, so data consistency is no longer memorized by hand, but naturally guarded by process.
  • The information of the business opportunity is directly used

    Company and contact information is automatically brought in by HubSpot, so you don't have to retype or miss any information. The information comes from the same source, so it's easier to check and transfer.

  • One-click entry of item and amount

    Line items, quantity, unit price and total amount can directly follow the content of the business opportunity, eliminating the need to copy and paste and manual calculations, reducing the risk of inconsistent amounts.

  • The same line from transaction to invoice

    Invoicing is the next step in the business process, from transaction to invoicing, it stays in the same vein; the status and basis are clear at a glance, and it is smoother to look back and track.

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Transparent status, reviewable records, handover and recovery basis

Write back the status of the opening, the progress of no need to ask people and do not rely on screenshots

Hububble x ECPay will synchronize the opening results and status back to HubSpot, so that business, finance and executives can keep track of the progress on the same business opportunity page. Every open is recorded, so if you need to hand off, track down, or respond to a customer, you can find the answer directly in the original thread.
  • Status Synchronization Back to HubSpot

    Opening results and progress are written back to the HubSpot Business Opportunity, so business, accounting, and executives can stay on top of things on the same page, without having to ask people or take screenshots.

  • Pulse and version tracking

    Every opening and adjustment is recorded, including key statuses and time points, so you don't have to dig through the mail when you want to track down the cause of a jam or restore the process.

  • Easier handover and reconciliations

    The receiver can directly understand the current status, what has been done and the next step; the reconciliation data can be centrally accessible, which reduces the number of back-and-forth confirmations and the information gap.

FAQ

Frequently Asked Questions

We are using another system to create e-invoice, can we still import it?

Yes. As long as you want to build drafts, send them out for creation, and write the results back in HubSpot, we can design the integration to fit your current workflow. Instead of overriding your existing logic, you can rewire key steps and data flows back into HubSpot, so there's no more breakpoints in cross-departmental collaboration.

What information do I need to prepare before importing?

Typically, you'll need a description of your current invoicing process, information about the ECPay settings you're using, and the fields you'd like to present and write back to HubSpot. If the opportunity or item information is incomplete in HubSpot, we'll also help you figure out what information should go back into HubSpot so it's stable to bring in and write back.

Can I use our custom section on HubSpot?

You can. Whether it's project codes, internal identifiers, payment terms, delivery notes, or any of the other fields you use for reconciliation and management, you can incorporate them into your planning in a contextualized way that makes the process truly relevant to your practice, rather than integrating it and relying on additional human intervention.

Can I change the column, flow or presentation if I want to adjust it later?

Yes. The electronic invoicing process iterates with organizational divisions, product offerings, and internal rules, so we can help update the process and interface as you make adjustments, allowing you to maintain a consistent quality of operation while avoiding a return to manual and fragmented adjustments.

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