How to Create an Invoice from a Quote Using the HubSpot API?

[Betty]

Is it possible to create an invoice from a quote using the "convert to invoice" feature via API??

I want to use an API to automate the process when someone sends a check to pay for a quote, but I can't find any suitable API to accomplish this.

[sylvain_tirreau · Accepted solution]

Hi,

As mentioned, there's actually no API call that replicates the "convert to invoice" button. With the API, you can simply read the quote, create the invoice, copy the line items, associate the quote, and set the invoice status to open. However, I don't think you can manually mark the invoice as paid.

You should suggest this idea.

[Patrick216]

@RobertColson @Jaycee_Lewis 
This ^^^

Would be absolutely huge to be able to create an invoice via the API from an existing quote. With the CRM UI able to perform this action, I don't understand what's taking Hubspot so long to extend this ability to the create invoice API. 

[BérangèreL]

Hi @Patrick216, I hope that you are well!

Great question, thanks for asking the HubSpot Community!

For information, your post was on an older thread "Create invoice using API". So, I created a new post for more visibility.

To start with, I'd like to share these resources:

- CRM API | Quotes
- Invoices

I'd love to check with our Top Experts: Hi @sylvain_tirreau, @Anton and @SteveHTM do you have suggestions to help @Patrick216 and @Betty, please?

Have a lovely day and thanks so much!
Bérangère