We have different prefixes for each of our customers. Let’s say one has xy001 and the next xy002 and so forth. Is there a way to set this up in Hubsopt Invoices? As far as I can see I can only change the prefix for every invoice - am I wrong?
Hello @CScholz, thank you for posting in our Community!
Currently, HubSpot Invoices allows you to set a single invoice prefix, but it does not support unique prefixes for each customer by default. However, you can manually adjust the prefix when creating each invoice.
To our top experts, @TomM2 and @RSchweighart do you have any recommendations for @CScholz matter?
Thank you,
Pam
Hi Pam,
Thank you for clarifying. That workaround also came to mind and - altough not optimal - gives us an option for now.
Thanks again and have a nice day!
Hi @PamCotton, I don’t have a great suggestion for @CScholz.
The quickest solution to get this information on the invoice may be to create a prefix company property. Then, create a snippet saying something like “Company Code: {{company.invoice_prefix}}”
Then, you can use this snippet when creating an invoice.
I tried a few ways leveraging workflows and APIs. I could get the name to update in HubSpot, but it won’t overwrite the auto-numbering done by HubSpot.
I know this isn’t the desired solution but it’s a way to get the information on the invoice, if it’s needed.
All the Best,
Ryan Schweighart
Whole Hart Impact, LLC
I help businesses with HubSpot and Zapier.
Hey @CScholz, just in case it helps, I think your use case is very similar to an idea I just posted: Support Multiple Invoice Prefixes with Independent Numbering Sequences
It suggests allowing different prefixes with independent counters, so each customer or service line could have its own sequence.
Might be worth an upvote if it’s helpful to you too!