CRM

MPospischil
Participant

different invoice recipient

SOLVE

Hi Everybody,

 

I was wondering if it is possible to get an additional field for a different/secnd invoice recipient? Just another E-Mail adress would be enough.

 

Best regards

Martin

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

different invoice recipient

SOLVE

Hi @MPospischil,

 

Could you be more specific, which part of the Sales Hub are you referring to?

 

If you're referring to a contact record, yes, you can create additional fields that show up in the left contact (or company or deal) record sidebar. If you want another email field, you would choose the property type 'single-line text': https://knowledge.hubspot.com/crm-setup/manage-your-properties

 

Does this answer your question?

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

4 Replies 4
CTA9
Participant

different invoice recipient

SOLVE

Hi @MPospischil,

 

Yes, it is possible via creating a custom property. Read this to create custom properties.

 

While creating it remember you need to create a "single line text" type property.

 

Thanks

karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

different invoice recipient

SOLVE

Hi @MPospischil,

 

Which HubSpot tool are you referring to? HubSpot doesn't have it's own invoicing tool, as far as I know. Could you share a screenshot, if you're unsure?

 

Best regards

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

MPospischil
Participant

different invoice recipient

SOLVE

Hi Karsten, thank you for your reply.

 

I use the SalesHub. Would it be possible to add a second e-mail for a contact or to create a new property?

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

different invoice recipient

SOLVE

Hi @MPospischil,

 

Could you be more specific, which part of the Sales Hub are you referring to?

 

If you're referring to a contact record, yes, you can create additional fields that show up in the left contact (or company or deal) record sidebar. If you want another email field, you would choose the property type 'single-line text': https://knowledge.hubspot.com/crm-setup/manage-your-properties

 

Does this answer your question?

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.