Customize and Preview Invoice Emails in HubSpot

[AllisonBosse]

What’s New?
We're excited to announce a new functionality for invoice management in HubSpot: users can now customize and preview invoice emails before sending them to buyers. Additionally, you’ll have access to the invoice link and PDF download options right from the same workflow.

Why This Matters
When sending invoices, first impressions matter. With this update, you can tailor the messaging in your invoice emails to better suit your brand voice and meet your buyers' expectations. The ability to preview ensures you know exactly what your customers will see when they receive your email.

How It Works

When finalizing an invoice or selecting the "Send" action from the invoice dropdown menu, you’ll now see an option to customize the email content. You can view the email exactly as it will appear to your recipients before hitting “Send.”

This is how it will look:

This rollout streamlines the invoicing process, giving you more control over communication with your buyers and making it easier to maintain professionalism and branding.

Start customizing and previewing your invoice emails today in HubSpot!