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

Yes custom invoice template is basically not usable in most use cases. We can’t even add any custom invoice properties to it -_-

Yes please! We have a different address where any checks need to be sent to, but the address from our global settings is automatically pulled into the invoice, without the option to make a different selection at the template level. Please add this feature to customize the invoice template!! Thank you

Hi Tina, we are trying to go all in on Hubspot invoicing and payments. Id love to be part of testing thank you!

to manage expectation of authorities it is very apreciated to have such customisation

Let’s get this fixed… you guys are like billion dollar company… I have more customization with almost anything and everyhting else… AT LEAST GIVE US SOME EXCUSE FOR YOUR REPRHENSIBLE PRODUCT!!!

It is extremely important. We are a contractor so it is required that we put our contractors license in the invoice by law. With the limited customization currently allowed, we would be breaking the law. In addition, the current customization (you can add 4 properties) is only allowed if you have hubspot payments or stripe set up. However, like most contractors, we do not accept credit card payments. Although it would be extremely efficent to use hubspot for invoicing, the current limitations makes it impossible for us to switch over.

Who’s idea was it to NOT HAVE A SHIPPING ADDRESS ON THE INVOICE… No, I really want to know who at HubSpot thought that was a good idea, or just an idea that should be had… Is it the same person who said there should be no section for terms, and THAT THE INVOICE SHOULD NOT BE CUSTOMIZABLE AT ALL? Sierously, want to get on a call with them, see if they are still working for the company.

Hi everyone, Thanks for the feedback so far. I’ve been chatting with some of you directly throughout the testing process and appreciate the time and input! At the moment, the ability to add up to 4 additional custom fields is open to all users who are enrolled in HubSpot Payments or Stripe. Following up on some feedback during testing - We’re working on adding the option to remove the line about sales tax and fees, as well as the option to change the invoice label to “Tax Invoice” if required by regional regulations. We are aiming to have that ready by the end of June. It’s also helpful to learn what folks have been adding to the custom fields or to the comments at the bottom of the invoice - what I’ve been hearing so far include alternate addresses, payment terms, payment instructions, invoice type, and product details. This information informs how we approach future customization options. Does that list match what you would want to add to an invoice? What else would you want to add? If anyone would like to discuss in more detail on a call, please don’t hestitate to reach out. - Tina

Thanks, Tina. A Remit To address and alternate logo are the two most important needs.

How to Create Custom Invoice Templates in Hubspot?

Revenue Hub Commerce Tools

LG2K June 7, 2024, 6:13pm 20

Scratch that, A 30 BILLION DOLLAR COMPANY… does anyone have recs for an app on the marketplace that I could use to invoice with… stripe is also kind of a pain

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How to Create Custom Invoice Templates in Hubspot?

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