HubSpot's default invoice properties

HubSpot has a number of default invoice properties to help you manage your invoices. In addition to these default properties, you can also create custom invoice properties to capture the information most relevant to your business needs. Learn more about how to view, create, and manage your properties.

To get started with invoices, check out the setup guide. 

Below, review the list of default invoice properties and their definitions.

Property definitions

• Allowed Payment Methods: the payment methods allowed for the invoice, either credit/debit card or bank debit payments, such as ACH, as set when creating the invoice. 
• Amount billed: the total amount billed on the invoice.
• Balance due: the current balance due on the invoice.
• Comments: comments that have been added to the invoice during creation.
• Currency: the invoice’s currency. 
• Due date: the invoice’s due date.
• External Invoice Status: the status of the invoice, if created with the legacy Quickbooks or Xero integration. 
• External recipient: the invoice recipient, if created with the legacy Quickbooks or Xero integration.
• Invoice Date: the date the invoice was created in HubSpot.
• Invoice Source: the system that created the invoice. Source include HubSpot, Data Sync, or Legacy Quickbooks integration.
• Invoice Status: the current status of the invoice. Statuses include:
  
  • Draft: the invoice has been drafted but not finalized. Drafted invoices can be edited, voided, or deleted.
  • Open: the invoice has been finalized, but not yet paid.
  • Paid: the invoice was paid by the buyer.
  • Voided: the invoice was finalized but voided.
• Language: the language of the invoice, as set when creating the invoice.
• Last sent date: the last time the invoice was sent to the customer. This is updated automatically by HubSpot when an invoice email is sent. This will not be updated if you send an invoice via a manually written email, or by inserting an invoice link into an email or message.
• Locale: the locale of the invoice, as set when creating the invoice.
• Number: the unique number associated with the invoice.
• Owner: the HubSpot owner of the invoice. By default, this is the user that created the invoice.
• Owner assigned date: the most recent timestamp of when an owner was assigned to the invoice. This value is set automatically by HubSpot.
• Owner's main team: the main team of the invoice owner. This value is set automatically by HubSpot.
• Payment Date: the date when the invoice was paid. 
• PDF Download Link: the PDF download link, only available for finalized invoices.
• PO number: the purchase order number of the invoice, if set when creating the invoice.
• Received by recipient date: the date the buyer received the invoice.
• Recipient company city: the buyer’s company city, as set when creating the invoice.
• Recipient company country: the buyer’s company country, as set when creating the invoice.
• Recipient company postal code: the buyer’s company postal code, as set when creating the invoice.
• Recipient company state/region: the buyer’s company state/region, as set when creating the invoice.
• Recipient company street address: the buyer’s company street address, as set when creating the 
  invoice.
• Recipient company street address 2: line two of the buyer’s company street address, as set when creating the invoice.
• Time Zone: the time zone of the dates on the invoice, as set by the account’s time zone setting.