How to create Custom Invoice Templates in Hubspot? The standard invoice template is very limiting, and it can be frustrating to have no control over how it looks, what’s included (or not included), and etc. For example, traditionally we have our mailing address as well as a contact email and contact phone number at the top of our invoices. The invoicing tool doesn’t allow for this at all. The quote tool allows for custom templates, and extending quote template customization to the invoice tool seems like a logical next step that would solve some other problems I’ve also seen among customers on these forums. [Moderator Note: this post was reviewed for relevancy and optimized for clarity on 10/21/25. Thank you for your contributions to the HubSpot Community!]

@MariusW click on your profile picture in the top right corner of your portal, and then select “Product Updates” from the dropdown menu; this will display a page listing all recent updates. You can use the filters on the right to list only the updates in BETA and you should be able to see it there. It is called “Preview and customize invoice emails”. You may be required to have Commerce Hub enabled to see it…sometimes that’s a thing. Hope that helps.

Please upvote here: Custom Invoice Templates in Hubspot According to customer support, that is the only relevant place for product ideas

We want to work with invoices, but we can’t, and we won’t as long as we cannot change the template. Why is there a notes/comments field on an invoice for example that we can’t get rid of? It looks very unprofessional with these fields empty on an invoice. Please make it happen so that we can customize this.

Please add customizable template for invoices, we want to add extra information that is not appropriate for the comment or terms comment box, thank you!

Yes please, would be great if we were able to do adjustments to the invoice template as same as the offer templates.

Hi Tina, we need to add our bank account information otherwise our customers wont be able to transfer the money invoiced to them. This template makes no sense now. Please make it applicable for companies. Thanks

That would be amazing!! :slightly_smiling_face:

Dear Team, we are trying to use HubSpot for invoicing as well. I appreciate you are listening and about to work on something. In our case, please keep in mind: - We do need about 4 different templates, as we different cases and different customer countries. - Bank-account information are mandatory on the invoice - It´s nice to have the Präfix for invoicing, but there has to be the possibility to cancle / reverse invoices. Right now we can only delete. That doesn´t work here. Everything else on top (like connection with bank-account) would be nice to have but nothing mandatory. Topics written above are mandatory, no chance to use invoicing tool right now. Please, please update as soon as possible. Many thanks Florian

It’s been a year since this discussion started, and I’m hoping we won’t have to wait another year for such a basic feature. The ability to customize the display and information on our invoices is vital for our business. We work with individuals, businesses, and organizations, and the level of detail required is not the same for each type of customer. For example, we need to include a breakdown of different taxes if there are several. We also need to be able to display unit prices, totals, and subtotals in both excluding and including VAT formats, depending on the case. While we can add custom fields, we cannot include specific information retrieved from associated objects such as the deal or the customer’s VAT number. This functionality already exists for quotes, so I hope Hubspot will prioritize implementing it for invoices soon.

So I wanted provide some hope here… There’s a new Private Beta that you can request access to giving you the ability to Configurable invoice presets. While it doesn’t exactly address the specific concern of the invoice templates, from experience, this is likely a step the product team might have to make before addressing the template. It’s important to keep in mind that there are some additional complexities around invoices we may not all be aware of. One I can think of immediately is the native 2-way integration with Quickbooks. Not a solve but hope it helps.

Hi Skee, this Private Beta seems to be linked, but the link doesn’t work. How can I apply for access to this version? Regards, Marius

How to Create Custom Invoice Templates in Hubspot?

Revenue Hub Commerce Tools

tkmullins December 13, 2024, 3:28pm 47

I would love to have more flexibility with the Invoice template also.

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How to Create Custom Invoice Templates in Hubspot?

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