Status: Idea Submitted
I would like the ability to customise the HubL behind an invoice template in the same way as we can already customise a Quote template.
Customers in our region are required to have a payment slip at the bottom of the invoice, which includes a QR code. Whilst this might be something only limited to a small number of users, this would be something that we can easily add ourselves if we had full access to the HTML code as in the case of Quotes.
I would like to add to this idea that a higher customisation for the invoice is much needed.
It is not possible to add a footer or a header with the company data. The text of the products is too large.
Adding additional info required from the regulations is also not possible. Therefore a general liberalisation of the invoice template customisation is more than welcomed for the following reasons:
- great CRM, poor invoice template - not cool combination
- from customer perspective, invoice is a very important aspect, no invoice, no data in CRM, hence lower adoption.
- 1 size does not fit all, especially if it is about invoices
Please update!!
We completely agree. The lack of invoice customization is surprising. Having to cram all the required details into the comment section makes the invoice look cluttered and unprofessional. Honestly, it feels embarrassing to send something like this to a customer.
There a many topics related to this in the community, all marked as “Solved” although they are not (see comments). A few examples
- 145 upvotes: https://community.hubspot.com/t5/Commerce-Tools/Custom-Invoice-Templates/m-p/988944#M1192
- https://community.hubspot.com/t5/Commerce-Tools/Custom-Footer-for-Invoices/m-p/1088748#M1133
I couldn’t agree more with Alexander-K. The invoicing tool is surprisingly far from professional use. And that’s embarrassing for a company as big as Hubspot. Invoice customisation, e-invoices, custom invoice numbers, etc.
Same here. The current invoice template editor is ridiculous.
The whole topic has been around since Jan 2024 at least. That was over 2 years ago!
Hi Simon, our app DocuGen can produce your invoice with the payment slip and QR code at the bottom, laid out however your region requires, because you design the whole page yourself in Word. Drop the QR code in as an image and position it anywhere on the slip, put your company data and registration details in the header and footer, and pick which line item properties appear and at what size. It fills everything from the deal’s contact, company and line items and saves the PDF to the deal’s attachments, all inside HubSpot.
Have a look at our HubSpot listing.
P.S. The free plan gives your whole team 400 invoices a month with no watermark, and users are unlimited.