Hi all,
Has anyone else run into this or know a workaround?
The line items card isn’t appearing on the right sidebar of my deal records at all. I’ve tested this a few different ways to isolate it:
- Its missing on deals import via CSV.
- Its also missing on a brand new deal i created manually from scratch, where i added a line item during the creation flow (via “Associate Deal with” > Add line item). Even with a line item attached at creation, the card still doesn’t show on the deal record afterward
Only Payments and Attachments cards show up in the right sidebar- no Line items card at all
What i’ve already checked:
-Product Library is fully set up and active (35 products), so its not a product library set up issue.
-Settings > Objects > Deals > Record Customization > Default view > Edit layout - searched the card library for “Line items”, “Products”, and “Quotes”, none of these add any result to add.
Am on a free account. Would appreciate any pointers - I need this working to convert a deal to an invoice for a client demo
Thanks!
Sandra
Hi @islandpixelstudio,
Line items “hide” in the card library, not the create card tab. Could you confirm you checked the card library?
Best regards
Hi, Karsten, thanks for looking into this!
Yes, i did check the Card Library tab (not Create Card) and searched “Line Items”, " Products", and " Quotes " as full terms, and nothing appeared. I’ll try just “Line” as you show in your screenshot and report back - will confirm in a moment. Really appreciate you taking the time to help troubleshoot this
It’s likely a Free-plan limitation, not a problem with your product library or deal setup. If the Line items card doesn’t appear even on a manually created deal, the feature may simply not be available on your current subscription. I’d check the Sales Hub plan/feature availability or start a trial for the demo.
@Masonreed33 not a free plan limitation, this screenshot was taken in a free CRM portal:
Thanks for confirming that Karsten-really helpful. Since your on a free portal too, can i ask: does the line items card actually appear and populate on your deal records? If yes, would you mind checking what it looks like in your Card library search - does yours return a result or is your portal also just structured to have it show by default without needing to add it? Trying to figure out if mine is missing the association entirely or just failing to render.
@islandpixelstudio it can be re-added (after deleting / saving the view).
Thanks Karsten, that’s helpful! Just to make sure i do this safely- when you say “deleting/saving the view”, do you mean delete the current custom view and let it fall back to a default, or actually delete something else? I want to avoid loosing any other layout customization I’ve already got. Happy to try it once i understand exactly what “delete” refers to here
Hi @islandpixelstudio and welcome, we are so glad to see you here!
Thanks for asking the HubSpot Community and thanks @karstenkoehler for your help!
Yes, I believe that’s what @karstenkoehler meant: delete the affected custom Deal record view so its users fall back to the default view. If the affected view is the default view itself, use Reset default view instead, since HubSpot doesn’t let you delete it.
I hope this helps! And please @karstenkoehler let me know if that’s not what you meant.
Bérangère
@islandpixelstudio that might be an option, too, yes - I did originally mean that I was able to delete [the card] and, after saving, re-add it.
Hi Berangere, thanks for the guidance! I found the Reset option under Actions- “…”, but its greyed out with the message: “This view is already in the system default”. So there is nothing to reset - this already IS my system default view, and Line items still isn’t part of it. That rules out a corrupted /customized view as the cause. Given that, could this mean Line items was never provisioned for my specific portal at the account level? Is that something your able to check or escalate on HubSpot’s side?
Thanks Karsten - checked carefully and there’s genuinely nothing to delete. My right sidebar only shows Contacts, Companies, Tickets, Payments and Attachments- no Line items entry at all, not even a broken/ empty one . So “delete” and “readd” doesn’t apply since there’s nothing existing to delete. This looks like Line items was simply never provisioned on my portal, rather than a display bug on an existing card. Does that change your read on this- is there a way to request HubSpot provision/enable the feature directly, since it seems to not exist on my account at all?
Hi @islandpixelstudio and thanks for getting back to us! Thank you @karstenkoehler for all your help, really appreciate it!
I can confirm that line items should appear on deal records and that line-item functionality is available on all plans, as @karstenkoehler also mentioned.
Could you please try the following:
- Have a Super Admin open Settings → Objects → Deals → Record customization.
- Select the active deal view, open the right sidebar, and check whether Line items is hidden or collapsed.
- If it appears, remove it, save, then add it back and save again. The workaround that @karstenkoehler shared for the card disappearing usually works.
- Test in an incognito window or another browser to rule out a cached UI issue.
- If Line items is completely absent from the card library, which seems to be the case, unless you’re not a Super Admin and that could be the reason why, could you please send me, via DM, a screenshot of what you are seeing in the card library and on the deal record, the Hub ID where this occurs, the deal ID, and confirmation that the issue affects both imported and manually created deals.
Here is an article that can help " Understand and use the record page layout ".
For the demo, you may still be able to bypass the missing card: can you please try to open the deal’s Create menu and choose Convert deal to invoice. This should create an invoice using the deal’s information, including associated line items. You can also create an invoice directly from Commerce → Invoices and add the line items there.
However, creating or editing invoices requires invoice permissions and a core or hub seat.
Regarding your questions:
“Given that, could this mean Line items was never provisioned for my specific portal at the account level?”
Since it is on the free tool, I don’t believe that’s the case.
“Is that something your able to check or escalate on HubSpot’s side?”
After trying the steps I shared, if it doesn’t work for the Super admin of the account, I will escalate internally for you.
Please let us know if you have additional questions, we are here for you!
Have a lovely day!
Bérangère
I’d check whether the Line items card is available on your current HubSpot plan, since the layout settings not showing it at all may point to a plan limitation rather than a setup issue. If everything else is configured correctly, it could also be a recent UI or account issue.
Hi Berangere,
Thank you for your guidance
I have attempted all the suggested workarounds - including to access the "Convert deal to invoice " option and checking the record layout settings but the line items card is still completely missing from all deal records, and the proposed steps did not resolve the issue.
Could you please escalate this internally on HubSpot’s end as mentioned?
Here are the specific details for the escalation:
- Hub ID : [Hub ID]
- Deal ID: [Deal ID] (Oil & Gas- Equipment Logistics Contract)
- Scope of isssue: This affects both CSV-imported deals (e.g.., panganiban) and manually created test deals built in the portal
(Please note: that sending images or screenshots is not embedded or permitted by the system settings, so i am unable to attach screenshot files of the empty card library search or the deal sidebar).
Thanks for your help and i look forward to hearing from you!
Best Regards,
Moderator note: For information, the HubSpot Community is a public space. I have therefore edited your content for security & confidential reasons.
Hi @islandpixelstudio, Hi all,
Thanks for getting back to us and for providing this additional information!
For the screenshots, please reply to the DM I sent you, you should be able to attach them there, thanks.
Let me know if you have any questions,
Thanks so much and I’ll speak with you via DM to continue the investigation.
Have a wonderful day!
Bérangère
