Last updated: January 29, 2024
HubSpot invoices enable your team to send invoices directly from HubSpot, track your receivables, and get paid using HubSpot payments. Using invoices, your buyers can also expect a similar checkout process to payment links and quotes. However, unlike payment links and quotes, invoices track due dates, balances, and can be marked as paid outside of HubSpot payments. They also contain invoice numbers, which may be required by some buyers when requesting payment.
|Buyer invoice checkout
|Internal invoice record
Please note: invoice features are available in all accounts that use the Quickbooks integration. To create HubSpot invoices manually, you'll need a Starter, Professional, or Enterprise account with the payments tool set up.
Below, learn how to get set up to start collecting payments with HubSpot invoices.
To get started, configure the following invoice settings:
Please note: HubSpot users created before February 9, 2023 have invoice view and edit permissions by default. Users created after that date do not have invoice permissions by default.
To ensure that HubSpot invoice numbers don't overlap with invoice numbers in your account system, HubSpot invoices have the prefix INV and a starting number of 1001 by default. You can customize the prefix and starting number from your invoice settings. Once an invoice has been finalized and assigned a number, such as INV-1002, that number cannot be changed or reused.
Please note: before customizing your invoice prefix and starting number, you should consult with your accounting team to ensure it will work with your current systems.
To customize your invoice prefix and starting number:
Optionally, you can add a tax ID to appear in the header of each invoice along with your company information. Adding a tax ID will not update existing finalized or drafted invoices, only newly created invoices moving forward.
To add a tax ID:
By default, HubSpot will create invoices for payments on recurring subscriptions. When a customer makes a successful subscription payment, HubSpot will create a paid invoice. When a subscription payment fails, the invoice will be created as open.
To prevent HubSpot from creating invoices for subscription payments:
After setting up the HubSpot invoices tool, learn how to: