Send invoices to your clients via our QuickBooks integration in a few simple steps. You can create invoices for clients that exist in HubScape and in your QuickBooks account as well as for clients that only exist in HubScape (i.e. have not been imported via our QuickBooks integration).
Please note: this feature is only available on desktop and you must have a QuickBooks subscription. To learn how to import your QuickBook clients into HubScape click here.
On desktop
Head to Completed visits.
Click the three dots next to the visit you'd like to create an invoice for. Here you can either download the visit report as a PDF file or create an invoice in QuickBooks:
Click Create invoice in QuickBooks.
If you haven't imported the client from your QuickBooks account, you will be prompted to select which client to attach the invoice to:
Click create invoice. All the information from the completed visit including client name, address, services completed, visit notes and visit value will show on the invoice.
Go to QuickBooks to view the invoice, add any missing information and send to your client.