topic How to auto-populate Invoice Line Items from associated Deal? in Tips, Tricks & Best Practices

How to auto-populate Invoice Line Items from associated Deal?

Coopr — Wed, 17 Jul 2024 19:01:50 GMT

I see how I can create an Invoice from a Deal.

When I do so, some aspects of the Invoice are populated from the Deal (like the Contact).

However, the Line Items in the Invoice are not updated from the Deal.

What I'd like to have happen is that the Deal Amount become the Line Item Total (because I'm invoicing for the thing I sold via the Deal).

Any suggestions on how to make this happen?

Re: How to auto-populate Invoice Line Items from associated Deal?

SanjayKumar — Thu, 18 Jul 2024 12:21:23 GMT

Hey @Coopr,

Unfortunately, HubSpot didn't provide this feature to automatically add the line items to Invoices. When you are creating an Invoice, you have to manually add the line item as described here in the HubSpot knowledgebase article.

Please let me know if you have any further questions. I would be happy to assist you.