We need the ability to send an invoice to multiple contacts at the same company without manually adding CCs each time.
Our workflow:
– A single customer (company) often has separate people for AP, finance, and operations who all need to receive every invoice.
– Today, HubSpot invoices only support one primary “To” contact, plus manual CC entry per send.
– This is error‑prone and doesn’t scale as our volume grows.
What we’re looking for
- Define a reusable “billing group” or “invoice recipients” group at the company or deal level.
- When an invoice is created/emailed, HubSpot automatically sends it to all members of that group (To + CC), instead of us re‑selecting them every time.
- Ideally support this in any automated invoice send workflows tied to quotes/contracts
Why this matters
- Ensures all stakeholders (AP, finance, ops) reliably receive invoices.
- Reduces missed invoices and “I never got it” delays.
- Saves time and reduces manual errors for our team on every send.
We use HubSpot as our primary revenue and billing engine, so this is a critical requirement for scaling our invoicing process.