Commerce Tools

rasimons1
Member

Custom Invoice Templates

SOLVE

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. 

1 Accepted solution
SkeeStylus
Solution
Top Contributor | Partner
Top Contributor | Partner

Custom Invoice Templates

SOLVE

@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.  


Small Juan Headshot HubSpot CommunityJuan C. Perez

HubSpot Enthusiast | Certified Implementation Specialist
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54 Replies 54
SkeeStylus
Solution
Top Contributor | Partner
Top Contributor | Partner

Custom Invoice Templates

SOLVE

@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.  


Small Juan Headshot HubSpot CommunityJuan C. Perez

HubSpot Enthusiast | Certified Implementation Specialist
Subscribe to weekly product updates in 3 snack-sized bitesBook A Meeting Icon

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JustAUser
Participant

Custom Invoice Templates

SOLVE

Hi, if I understand correctly, this only applies, when you are using Hubspot-Payment (US-only) or Stripe.
So no native templates for comapnies not using the only payment-provider available?

0 Upvotes
SimonH_Demodia
Contributor | Elite Partner
Contributor | Elite Partner

Custom Invoice Templates

SOLVE

I desperately need the ability to customise Invoice templates as it is a requirement here in Switzerland that we include a bank QR code within the payment slip at the bottom of the invoice to allow customers to pay using their banking apps. If it was possible to customise the HTML, similar to the Quotes, then I could programmatically add this.

When are we going to get full HTML editing for Invoice templates?

TRobins
Participant

Custom Invoice Templates

SOLVE

Knowing that in France, when publishing an invoice, if certain information is missing a company can be fined on all invoices without the mention, I find it crazy that we cannot provide more modification and enter into law using HubSpot

0 Upvotes
MariusW
Participant

Custom Invoice Templates

SOLVE

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

0 Upvotes
SkeeStylus
Top Contributor | Partner
Top Contributor | Partner

Custom Invoice Templates

SOLVE

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.  


Small Juan Headshot HubSpot CommunityJuan C. Perez

HubSpot Enthusiast | Certified Implementation Specialist
Subscribe to weekly product updates in 3 snack-sized bitesBook A Meeting Icon

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0 Upvotes
ABJB
Participant

Custom Invoice Templates

SOLVE

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.

0 Upvotes
FPeter1
Participant

Custom Invoice Templates

SOLVE

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

0 Upvotes
tkmullins
Member

Custom Invoice Templates

SOLVE

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

0 Upvotes
FSommer
Participant

Custom Invoice Templates

SOLVE

That would be amazing!! 🙂

0 Upvotes
MariusW
Participant

Custom Invoice Templates

SOLVE

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

0 Upvotes
SaWilde
Participant

Custom Invoice Templates

SOLVE

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

0 Upvotes
adodge_603
Participant | Diamond Partner
Participant | Diamond Partner

Custom Invoice Templates

SOLVE

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!

0 Upvotes
EDrost
Member

Custom Invoice Templates

SOLVE

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.

0 Upvotes
seblz432
Participant

Custom Invoice Templates

SOLVE

I can't believe there's still no option to change the colour of the buttons...

0 Upvotes
KLaffrenzen
Participant

Custom Invoice Templates

SOLVE

Very important. Please create the options to customize the layout and structure. That would be great.

0 Upvotes
PAccounting
Member

Custom Invoice Templates

SOLVE

we need to be able to put SKU on our invoices - this is a mandatory requirement for our invoicing.

0 Upvotes
ISaunders
Participant

Custom Invoice Templates

SOLVE

We have clients operating from within and into the Eu where more information is required to be listed on the invoice.  Having partly sold hubspot on the basis that their existing billing systems could be switched of, it's disappointing that customisation is not available.  Even the ability of addig a series of boxes similar to the comment box that can be re-named and have snippets or CRM company / contact / deal properties added would help.

0 Upvotes
CMayW
Member

Custom Invoice Templates

SOLVE

Replying to ask for the exact same customization for Invoices as what already exists for Quotes. 

We really need to be able to hide the description.

0 Upvotes
maflobra
Participant

Custom Invoice Templates

SOLVE

I agree, without the VAT ID of our B2B customers on the invoices we cannot use the HubSpot as invoicing tool at all, as this is an EU requirement 😞

0 Upvotes