In this essential Academy On-the-Go video, join Adriti Gulati ( @agulati ) as she provides a comprehensive overview of creating, customizing, and managing invoices. You will learn how to:
- Create & Customize: Generate invoices from scratch or directly from CRM records (deals/companies), and easily add line items and discounts.
- Collect Payments: Set up online payments via HubSpot Payments or Stripe, supporting credit card and ACH, or record manual payments.
- Automate & Track: Enable automated reminders for overdue invoices and use dashboards to track outstanding amounts, collections, and revenue.
Streamline your entire billing process and simplify revenue tracking today!
Watch the full guide now! HubSpot Academy