Use line items

Line items are individual instances of products or custom line item entries created when configuring credit memos (BETA), deals, invoices, payment links, quotes, legacy quotes, and subscriptions. Use the line item editor to configure details for product-based line items and custom line items, such as price, discount, and billing terms.

After a buyer makes a purchase, report on line items using the report builder, as well as use Line item workflow enrollment triggers for automation in deal, quote, invoice, payment, subscription, order, and cart-based workflows.

Line item behavior

When using line items, keep the following behaviors in mind:

• Adding products: when a product is added from the product library to a deal, invoice, payment link, quote, legacy quote, or subscription, it becomes a line item specific to that record, with its own line item record ID.
• Custom line items: when adding a custom line item, it's unique to the record you're adding it to, with its own line item record ID.
• Line item conversions: line items are unique to each deal, invoice, payment link, quote, legacy quote, or subscription. Any time there's a conversion between tools (e.g., deal to quote or invoices automatically created from a payment link, quote, or subscription), the line items are cloned to the new record. The cloned line items keep the same details, but become their own line item instances, with their own record IDs. For example, if you add a line item to a deal and create a quote from it, the line item is cloned to the quote. The deal line item record ID will be different from the quote line item record ID.

Line items for deals

Learn how to add line items to deals.

Line items for quotes

How you add line items to quotes depends if you're using quotes, part of HubSpot CPQ, or legacy quotes. 

• Learn how to add line items to quotes.
• Learn how to add line items to legacy quotes.

Line items for invoices

Learn how to add line items to invoices.

Line items for credit memos (BETA)

Learn how to add line items to credit memos (BETA).

Line items for payment links

Learn how to add line items to payment links.

Line items for subscriptions

When a buyer uses a payment link or quote to purchase a line item with a regular billing frequency (also known as a recurring line item), or you create a subscription manually, HubSpot creates a subscription record to automatically charge or invoice the buyer at the specified frequency. This means that you don't need to manually create multiple payment links, quotes, or invoices to charge a buyer for products or services that renew regularly.

• Learn how to add line items to subscriptions.
• Learn how to add recurring line items to payment links.
• Learn how to add recurring line items to quotes.

Edit the columns of the line item editor

To edit the columns that appear in the line item editor for deals, invoices, payment links, quotes, legacy quotes, and subscriptions:

1. Navigate to your deal, invoice, payment link, quote, legacy quote, or subscription.
2. In the upper right of the line item editor, click Edit columns.
3. In the dialog box, select the checkbox next to a property to add it to your selected columns.
4. To remove columns, click the X to the right of the property in the Selected columns section.
5. To reorder columns, drag a property using the dragHandle drag handle.
6. To restore the columns to their default state, click Restore default columns.
7. After making your changes, click Save.