HubSpot Ideas

CBetancourt4

Auto generate Invoices via API or Workflow

It would be fantastic to automatically generate invoices in HubSpot whether it be via API or in the workflow.

 

It would help take out the manual work from having to do this one at a time for companies that generate dozens of invoices at a time. We can already do it with quotes.

9 Replies
CKenna
Member

Great Idea. Please push this @hubspot

JKrantz
Contributor

great idea!!

DDewhirst
Participant

Upvote this. We need to automate our billing process to the tune of thousands of invoices a year -- one-off invoice creation is useless in this regard. Would like to have a workflow that runs on the first day of the month (already possible) that enrolls everyone based on a custom boolean property tied to Salesforce of "can_autorenew" or something like that. The workflow then would generate an invoice for each enrollee and send it out. 

With invoices being a HubSpot object now, this should be easily doable if HS would just add "Create invoice" as an action into workflows. This would add enormous value for companies like mine where currently we have someone literally creating each and every invoice manually, which would in turn increase our integration with Hubspot.

It's a win-win Hubspot, come on!

MAnderson87
Member

Yes, I am trying to automate invoicing as well. It would be a workflow that is as simple as when a deal enters "Ready to Invoice" stage the action would be "convert deal to invoice" 

KSpykerman
Member

Would love to see this feature 

AMelville
Member

We would also love this feature!

SLalonde
Participant

The invoice API, as documented here: https://developers.hubspot.com/docs/api/commerce/invoices, is read-only.

Please make is to that we can create invoices, with all of the GUI features, so that the process can be automated.

RAndrews0
Member

Great idea. Need this one too.

storycollab
Participant | Diamond Partner

This is an important feature, and hope it is in the roadmap.