Share created invoices

After creating an invoice, you can share it through an email, using a direct link, downloading a PDF, or inserting invoices while composing messages in CRM records, and the conversations inbox.

Learn more about creating invoices.

Send invoices via email

1. In your HubSpot account, click More, then navigate to Revenue > Invoices. If More doesn't appear in your account, navigate to Revenue > Invoices directly.
2. Click the name of the invoice.
3. In the upper right, click Actions, then select Send by email.
4. In the Send invoice email tab, set up your email:
   • The To field will automatically be filled with the email address of the contact associated with the invoice. To change this email address, click the dropdown menu and select a contact. You can also enter a new email address and HubSpot will automatically create a contact record after sending.
   • To add an email address to the Cc field, click Add Cc recipients. Click the dropdown menu and select the contacts, or enter custom email addresses. You can add up to nine email addresses in the CC field.
   • If a default email address has been set up in the invoice settings, the From field will automatically be filled with the default email address. Otherwise, it'll be filled with your personal email address. If a default email address has been set, but the setting to allow users to send invoices from their personal email or other team emails is turned on, you can select a different email address.
   • If no default email address has been set, the email address you select will become the default address for future invoice sends, but can be changed before each send.
   • Replies to this email will be routed to the From address. If you select an email address that's being used for a connected inbox, including shared team email inboxes, you can manage follow-up in HubSpot's conversations inbox.
   • Edit your subject.
   • Add your email message body.
5. As you update the fields, a live preview will display to the right of the fields. To send the email:
   • Click Send invoice email to send the email as displayed. The buyer will then receive an email containing the invoice details with a link to view the invoice in their browser, along with a PDF version of the invoice as an attachment.
   • To instead manually compose a one-to-one email with a link to the invoice, click Create custom email in your CRM.

Send invoices via a link or PDF

Please note: if you send an invoice in a manually written email or by inserting a link, the Last sent date property won't be updated. Learn more about invoice properties.

1. In your HubSpot account, click More, then navigate to Revenue > Invoices. If More doesn't appear in your account, navigate to Revenue > Invoices directly.
2. Click the name of the invoice.
3. In the upper right, click Actions, then select an option:
   • Copy link: copy the invoice link.
   • Download: download a PDF version of the invoice.

Find and send invoices using customer agent (BETA)

If you're a Super Admin, you can opt your account into the Find Invoice Action in Customer Agent beta.

Configure your customer agent to find and send invoices to customers. If a customer inquires about a past or upcoming invoice, the customer agent will provide details about the invoice, send a copy, and include an embedded secure checkout for invoices with outstanding payments. Responses can be sent in the same chat window, via email, or via WhatsApp.

• Invoices require email verification.
• The customer agent can only find and send invoices.

To add invoice actions to a customer agent:

1. In your HubSpot account, click More, then navigate to Service > Customer Agent. If More doesn't appear in your account, navigate to Service > Customer Agent directly.

2. If you haven't already, set up a customer agent.

3. In the left sidebar menu, click Train > Actions.

4. Click View all actions.

   

5. Click the Get paid quickly with payment links action.

   

6. Click Continue to setup.

7. In the Describe the action section, define how and when the customer agent should perform the action:

   • In the Name field, enter a name for the action.

   • In the Description field, enter a brief description of what the action does.

   • The Action protection level dropdown menu is set to Verify email and can't be changed.

   • Under Trigger phrases, review the suggested phrases. To add another trigger, click add Add trigger.

   • To delete a trigger, click the delete delete icon.
     
     

     

8. In the Response Instructions section, enter a response that the customer agent should send after the action is completed.
   
   

   

9. At the top, click Preview to preview the action.

10. In the top right, click Publish to publish the action.

Learn how to manage customer agent actions.

Insert invoices into one-to-one emails or messages in the conversations inbox

To insert an invoice into a one-to-one email or message in the conversations inbox:

1. In your HubSpot account, click More, then navigate to CRM > Inbox. If More doesn't appear in your account, navigate to CRM > Inbox directly.
2. In the bottom-left, click Compose.
3. In the message composer, click Insert, then select Invoices.
4. Select an invoice or click Manage to navigate to the invoices index page.

After selecting an invoice, a hyperlink to the invoice will be added to the message.

Next steps

• Create contracts to manage your buyers' contract and automate invoicing.
• Use invoices with HubSpot-built accounting integrations such as QuickBooks and Xero.
• Manage payments, including refunds, receipts, reports, payouts, and exports.
• Create and send quotes to your buyers.