HubSpot Ideas

rasimons1

Custom Invoice Templates

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. 

45 Replies
MAnderson87
Member

Yes, please! I am exploring using the HubSpot for invoices instead of QB and/or along with but it is very limiting that we can't customize the invoice including adding additional information on the footer rather than having to add a Comment each time 

WStone
Member

We need multiple templates for invoices to accommodate regular receivable, then a different look and contact info for our capital campaign.

AMotiwalla
Member

Yes, please. I simply would like to remove the line, "All fees are listed in USD and are subject to sales tax (as applicable)".

MyronQ
HubSpot Employee

would be a very useful feature for us to have! 

EZhong
Member

Please do this feature. , Waiting the customize template for invoice, as same as qutoe's

SMontfoort
Member

This feature we absolutely need as the tool now is missing some features we need for invoicing in the Netherlands and I can imagine for other countries as well. 

tinal1
HubSpot Employee

Hi everyone, my name is Tina and I'm a product manager at HubSpot. We are building the ability for invoice users to include additional fields that are displayed on HubSpot invoices. If you would be interested in getting early access to the new feature and help us test it, please let me know by shooting me a message! Thanks! 

Ilise
Member
Yes, please Tina! Thank you!!
WStone
Member
Yes, Tina. I’d love to try that invoice feature.

Thanks,
Wendy Stoneberger
EZhong
Member
Yes, Please Tina. I want this
SMontfoort
Member
Hi!

I would love to get acces and test the feature!
NDoolin
Member

We would also love to test customizing invoices. We are also most interested in removing the line about fees and sales tax.

MWebby
Member

Hi Tina, I would love to be part of testing!

Shawn_AMBOSS
Participant

Yes custom invoice template is basically not usable in most use cases. We can't even add any custom invoice properties to it -_-

HollandSteph
Participant

Yes please! We have a different address where any checks need to be sent to, but the address from our global settings is automatically pulled into the invoice, without the option to make a different selection at the template level. Please add this feature to customize the invoice template!! Thank you

Steiger
Member

Hi Tina, we are trying to go all in on Hubspot invoicing and payments. Id love to be part of testing thank you! 

Vytautas_SNP
Member

to manage expectation of authorities it is very apreciated to have such customisation

LG2K
Member

Let's get this fixed... you guys are like billion dollar company... I have more customization with almost anything and everyhting else... AT LEAST GIVE US SOME EXCUSE FOR YOUR REPRHENSIBLE PRODUCT!!!! 

LG2K
Member

Scratch that, A 30 BILLION DOLLAR COMPANY... does anyone have recs for an app on the marketplace that I could use to invoice with... stripe is also kind of a pain 

RMandel
Participant

It is extremely important. We are a contractor so it is required that we put our contractors license in the invoice by law. With the limited customization currently allowed, we would be breaking the law. In addition, the current customization (you can add 4 properties) is only allowed if you have hubspot payments or stripe set up. However, like most contractors, we do not accept credit card payments. Although it would be extremely efficent to use hubspot for invoicing, the current limitations makes it impossible for us to switch over.