Different invoice prefix for each customer

[CScholz]

We have different prefixes for each of our customers. Let's say one has xy001 and the next xy002 and so forth. Is there a way to set this up in Hubsopt Invoices? As far as I can see I can only change the prefix for every invoice - am I wrong?

[PamCotton · Accepted solution]

Hello @CScholz, thank you for posting in our Community!

Currently, HubSpot Invoices allows you to set a single invoice prefix, but it does not support unique prefixes for each customer by default. However, you can manually adjust the prefix when creating each invoice.

To our top experts, @TomM2 and @RSchweighart do you have any recommendations for @CScholz matter?

Thank you,

Pam

[PamCotton · Accepted solution]

Hello @CScholz, thank you for posting in our Community!

Currently, HubSpot Invoices allows you to set a single invoice prefix, but it does not support unique prefixes for each customer by default. However, you can manually adjust the prefix when creating each invoice.

To our top experts, @TomM2 and @RSchweighart do you have any recommendations for @CScholz matter?

Thank you,

Pam

[RSchweighart · Accepted solution]

Hi @PamCotton, I don't have a great suggestion for @CScholz.

The quickest solution to get this information on the invoice may be to create a prefix company property. Then, create a snippet saying something like "Company Code: {{company.invoice_prefix}}"

Then, you can use this snippet when creating an invoice.

 

I tried a few ways leveraging workflows and APIs. I could get the name to update in HubSpot, but it won't overwrite the auto-numbering done by HubSpot.

 

I know this isn't the desired solution but it's a way to get the information on the invoice, if it's needed.

All the Best,

Ryan Schweighart

Whole Hart Impact, LLC

whimpact.co

I help businesses with HubSpot and Zapier. 

[CScholz]

Hi Pam,

Thank you for clarifying. That workaround also came to mind and - altough not optimal - gives us an option for now.

Thanks again and have a nice day!