HubSpot Invoices - Bulk Updating

[HazelJohnson]

The invoices module in HubSpot has been live for almost a year now. 

I'm working with several HubSpot clients that have a requirement to use the invoices function either natively in HubSpot or via an integration with Xero, NetSuite or QuickBooks. 

Every time i run into issues, primarily because there is no way to bulk update invoices through any of the normal methods:

• The API does not allow for editing invoices, there are no endpoints for this. 
• Workflows for invoices don't have any of the standard object functions such as 'Set Property Value'
• There is currently no way to bulk import/bulk update invoices
• There isn't a bulk way to edit properties from the invoice record view when selecting multiple invoices. 

This is really causing issues, has anyone come across ways to bulk update invoice properties? 

[danmoyle · Accepted solution]

Thanks for the tag @janek - and hello @HazelJohnson. While I don't have a workaround for this, I would suggest adding your copy from here to an idea here and having folks upvote and comment for attention. Product manager monitor that forum and may consider an update if it's not already in the works. 

[Nagarjoon · Accepted solution]

You're right. The HubSpot invoices module has been out for a while now, but it’s still quite limited when it comes to bulk actions. Currently, there’s no native way to bulk update invoices, unlike deals, contacts, or custom objects. The API doesn’t allow for editing invoices, workflows don’t have standard functions like Set Property Value, and there’s no bulk import or bulk edit from the invoice record view.

The best workaround currently available is to use custom properties tied to invoices and connect them with another object, such as deals or custom objects, where bulk actions are supported. For example, you can store invoice data in a custom object that mirrors invoices, bulk update it there, and then sync changes back using custom API logic. Alternatively, if you’re integrating with an accounting tool like Xero, NetSuite, or QuickBooks, you can manage and update invoice details in those systems and then sync the updated data back to HubSpot using a middleware or integration platform.

Cloudify can help you streamline this by integrating HubSpot with Xero, making the invoice management process smoother and more automated.You can generate and customize Xero invoices/quotes directly from HubSpot deals with full control & Split invoices by percentage ratio for complex billing scenarios, review drafts before syncing, and maintain flexibility for special requirements while saving time on manual entry.

[JordanNZ]

Leaving a message here to get a reminder if there are any updates on this.

We are setting up three sales teams in different regions and have integrated Xero and HubSpot to facilitate invoicing. We have run into a similar issue as there is no way for us to use Workflows to update invoice properties which means our sales teams must do this manually...

[danmoyle · Accepted solution]

Thanks for the tag @janek - and hello @HazelJohnson. While I don't have a workaround for this, I would suggest adding your copy from here to an idea here and having folks upvote and comment for attention. Product manager monitor that forum and may consider an update if it's not already in the works. 

[janek]

Hi @HazelJohnson 

Thanks for reaching out to the Community!

I wanted to invite our subject matter experts to this conversation to see if they have advice.

Hi @Jnix284 @danmoyle @Alex_Elborn - Do you have any insight or recommendations for @HazelJohnson?

Thank you!

Best,

Jan