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.