Status: Idea Submitted
Hey Team,
As a hubspot invoice user I would like the ability to easily schedule a date in the future to automatically send an invoice I’ve created. A use case would be if an invoice needs to be sent on a weekend or maybe during time off/holdiay I could schedule a date in the future to automatically send it.
Thanks!
YES!!! I don’t have time to babysit when an invoice should go out! Why is this not a feature already? I don’t understand why post-dating an invoice doesn’t hold it and send it out until that date.
That said, what is a good workaround?
Hey @BSutton5
I bet you could do something with Hubspot workflows but I have not messed around with that yet. The only workaround I’ve come up with at this point is to just create and schedule an email in gmail ahead of time with all the invoice details to go out on the right date.
I agree, we also need this function for our company. We send invoice on the last day of the month and this is not possible with the current Hubspot. I think it is very easy for Hubspot to include this option of scheduling invoice sending date. Hubspot please include this option.