I wanted to add the amount billed in invoices associated with deals and display them in property. For example, I have payment billed deal property. When 1st invoice of $10k is associated with that deal, payment billed should be updated as $10k. And when 2nd invoice of 20k is associated with the same deal, then payment billed should be updated as $30k, addition of 10k & 20k. how should it be done?
Hi there,
Great question!
As long as you have HubSpot Invoice records being associated to a deal, you can use the “Rollup” property type on the deal level to add up the sum of the “amount” properties on all associated invoices.
It should look something like the attached screenshot (but of course customize it based on what proeprty you want it to calculate for you).
Hope this helps!
@JStreit1 Thanks for this. I have CAD as company currency set in hubspot and all the deal amount across all deals are mentioned in CAD. But the invoices have billed amount in various currency, say INR, USD,CAD,Pound. How should I do in this case. All should be reflected only in CAD.
When you create the Rollup property, you can choose to either have it convert to Company Currency, which would be the one set at the account level, or based on record currency, which would be different currencies not converted.
The default is for it to convert to Company Currency.