Make the specific payment terms on different invoice templates optional

HubSpot Ideas

Status: Idea Submitted

1

Currently, when you have an invoice created and you set the due date manually, if you were to change the invoice template that due date would be overwritten by the invoice templates net terms. This is not something that can be turned off.

If you use an integration to create invoices, you cannot select the template ahead of time. It is not allowable in the API. Therefore, it will only create a default invoice. After the invoice is created before you send it, you might have to adjust the invoice template you’re using for different extra comments, legal verbiage, tax codes, etc. Any work that has been done to set the invoice based on different terms (different terms for different projects, events, or customer specific terms) disappears immediately when you change the template. Having the specific terms per specific invoice template should be something that could be toggled on and off would help. If toggled on for that template, specific terms for specific invoices is something you can set and it will update the invoice due date, like it does currently. But if it was off, it will keep the current term (especially custom date) and the due date when you change it to that template.

2

Hi Carrie, with our app DocuGen your invoice keeps the due date and payment terms you set on the record, whichever template you generate it from. Each of your invoice templates (different legal verbiage, tax codes or extra comments per project or event) pulls the terms and due date from a property on the deal or company. Switching templates never overwrites a custom date. The invoice is generated inside HubSpot from the record, and the PDF saves to its attachments.

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P.S. The free plan covers 400 documents a month with no watermark, and unlimited users so the whole team can use it at no cost.