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Invoices

Easily create, send, and track professional invoices from HubSpot’s customer platform.

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  • Create professional invoices for you and your customers with embedded payment links

  • Gain a full picture of revenue in one place, alongside your customer data

  • Consolidate invoicing on one platform with your payments and quoting

  1. Invoicing made easy.

    Tired of all the steps it takes to go from “deal closed” to “paid”?

    Now you can easily send an invoice and cut the time it takes to request payment from your buyers. Get paid faster by creating invoices directly from quotes and deals. Get rid of excess tools and tabs, and embrace invoicing and payment on HubSpot’s customer platform. 

    With HubSpot invoices, you can build a billing process both you and your customers will love. 

  1. Automate the manual work.

    Eliminate the pain of payment collection. Easily send branded, professional invoices and collect payment directly from the invoice through one of our payment processing options. Plus, track which customers still owe you and use automation to follow up on overdue payments.

  2. Combine your tools on HubSpot's customer platform.

    Say goodbye to multiple tabs and tedious processes. With invoicing available in HubSpot alongside quoting and payments, you can run your entire commerce process with HubSpot. It’s time to breathe a sigh of relief … commerce just got a lot easier.

  3. Put revenue reporting on autopilot.

    Stop chasing down numbers from different systems just to do your revenue reporting. With invoices and payments working directly with your CRM, you’ll get a complete picture of your revenue alongside your customer and deal data.

Have questions? Give us a call and we'll walk you through it.

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  • Having invoices in the CRM has helped us to easily identify when invoices are paid and therefore be more efficient in our communications with our clients. Also, having our invoices easily accessible inside our CRM saves our staff time and allows them to be more succinct when communicating with clients. Now that we have HubSpot invoices, we are able to save time and money as the information we used to need to search for is readily accessible.

    Amber Sabir

    Accounting Administrator

    Bay Valley Roofing

  • HubSpot's invoices feature has been transformative for our business. Sales team members can now send invoices directly from HubSpot, eliminating the need for the finance team to manage them from Quickbooks. This integration has improved cash flow management, accelerated payment reconciliation in Quickbooks Online, and enhanced efficiency by keeping all invoicing tasks within HubSpot. I highly recommend HubSpot's payments feature for any business looking to streamline their invoicing and financial workflows.

    Louis Garcia

    Founder

    Media Garcia

    Related Resources

    If you’re interested in invoices, these related resources may help.

    Frequently Asked Questions

    • An invoice is a document provided by the seller to the buyer to facilitate the collection of payment. It lists the goods or services provided by the seller and the price owed by the buyer.

    • Invoices in HubSpot are a feature native to HubSpot, distinct from QuickBooks invoice records tracked in HubSpot via the QuickBooks integration. 

    • Popular invoices features in HubSpot include:

      • Professional-looking invoices
      • Invoice reporting and automation
      • Easy-to-use invoice builder
      • Invoices hosted on your domain
      • Checkout directly from invoices
      • Invoice creation from deals and quotes
      • Invoice permissions

    • If you are a U.S.-based company with a premium subscription to HubSpot and do not have an integrated Stripe account, you can access invoices by enrolling in HubSpot payments or installing Stripe payment processing.

      For a detailed breakdown of Commerce Hub features, limits, and requirements, please visit the HubSpot pricing page. 

    • Viewing and managing invoices in HubSpot does not require you to be a paid user of Sales Hub. Members of your accounting and finance department can have access to managing invoices in HubSpot for free, or they can be shared with your accounting system through automation.

    • Invoices are a free feature in HubSpot, but only enrolled HubSpot payments merchants or those who have integrated Stripe payment processing are able to create invoices manually. Each processor has its own associated transaction fees.

      For a detailed description of Commerce Hub features, limits, and requirements, please visit the HubSpot Product and Service Catalog.