Commerce Tools

Kellbell
Member

How to change the name on an invoice

Hi, I've created two invoices and they have the same default name. I can't see a way to edit the name? Please help!

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4 Replies 4
Jigar_Thakker
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

How to change the name on an invoice

Hey @Kellbell 

In that case, you must check HubSpot invoice numbers don't overlap with invoice numbers in your accounting system, HubSpot invoices have the prefix INV and a starting number of 1001 by default.

 

To customize your HubSpot invoice prefix and starting number:

  1. Click the settings icon in the main navigation bar.

  2. In the left sidebar menu, navigate to Objects > Invoices.

  3. Click Edit prefix and/or Update starting point for invoice numbers and set your preferred values.

For more information on this, you can check this knowledgebase here: https://knowledge.hubspot.com/invoices/set-up-the-hubspot-invoices-tool 

Let me know if you have any follow-up questions.

If my post was helpful in addressing your query, Support the community by indicating it as the solution.

Jigar Thakkar

Chief Business Officer

HubSpot Wizard | Community Champion

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Josh
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

How to change the name on an invoice

Hi @Kellbell,

 

I do not believe you can change the name of an invoice once it has been created. If the invoice hasn't been shared you could delete it and create a new one.  




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

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Kellbell
Member

How to change the name on an invoice

Hi Josh, thanks for your response. Each time i create a new invoice it has the same name? It seems to be a defult setting that I cannot change, even when I create a new invoice... Theres no way to click it to edit it.

Are you aware of a fix for this?

 

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Josh
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

How to change the name on an invoice

Hi @Kellbell,

 

The invoice names are based on a sequential order. You can change the prefix of the invoice number in the invoice settings, but the actual name is created when the invoice is created, in order. If you were to delete an invoice and then recreate it, it should give it a new sequential number. 

 

Screenshot 2024-02-07 at 4.29.22 PM.png




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer